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iShares Russell 1000 Growth ETF

816 hedge funds and large institutions have $23.9B invested in iShares Russell 1000 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 270 increasing their positions, 331 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 41

20.19% more ownership

Funds ownership: 240.02%260.21% (+20%)

12% more capital invested

Capital invested by funds: $21.4B → $23.9B (+$2.49B)

10% more funds holding in top 10

Funds holding in top 10: 120132 (+12)

2% more funds holding

Funds holding: 799816 (+17)

18% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 331

77% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $43.7M

Holders
816
Holders Change
+17
Holders Change %
+2.13%
% of All Funds
20.34%
Holding in Top 10
132
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10%
% of All Funds
3.29%
New
63
Increased
270
Reduced
331
Closed
41
Calls
$10.1M
Puts
$43.7M
Net Calls
-$33.6M
Net Calls Change
-$41.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
201
BB&T Securities
Virginia
$7.31M -$518K -16,932 -7%
DDPIC
202
Deroy & Devereaux Private Investment Counsel
Michigan
$7.29M
WSFS
203
Wilmington Savings Fund Society
Delaware
$7.28M +$152K +4,952 +2%
NPF
204
Norris Perne & French
Michigan
$7.25M -$1.63M -53,380 -19%
RBC
205
Roble Belko & Company
Pennsylvania
$7.24M -$20.2K -660 -0.3%
UB
206
UMB Bank
Missouri
$7.18M -$227K -7,412 -3%
HS
207
Horan Securities
United States
$7.03M -$1.02M -33,408 -13%
CB
208
Community Bank
New York
$7.02M -$40.3K -1,316 -0.6%
CAG
209
Crestwood Advisors Group
Massachusetts
$7M -$24.4K -796 -0.4%
FTS
210
Fifth Third Securities
Ohio
$6.92M -$294K -9,620 -4%
EA
211
Edge Advisors
Georgia
$6.8M -$566K -18,488 -8%
BFM
212
Boston Financial Management
Massachusetts
$6.73M -$790K -25,820 -11%
Capital Fund Management (CFM)
213
Capital Fund Management (CFM)
France
$6.68M +$5.08M +166,000 +349%
LFG
214
LifePlan Financial Group
Ohio
$6.66M -$95.6K -3,124 -1%
VanEck Associates
215
VanEck Associates
New York
$6.59M -$17.3M -566,816 -73%
CCWA
216
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.59M -$46.8K -1,528 -0.7%
1IA
217
1834 Investment Advisors
Wisconsin
$6.54M -$197K -6,440 -3%
CCM
218
Colorado Capital Management
Colorado
$6.49M +$321K +10,492 +5%
DIA
219
Denver Investment Advisors
Colorado
$6.47M +$36.7K +1,200 +0.6%
WAM
220
Wealthspire Advisors (Maryland)
Maryland
$6.39M +$453K +14,792 +8%
CWM
221
Cahaba Wealth Management
Georgia
$6.35M +$6.22M +203,088 New
Macquarie Group
222
Macquarie Group
Australia
$6.3M -$138K -4,520 -2%
NFA
223
Nationwide Fund Advisors
Ohio
$6.25M
NB
224
Nicolet Bankshares
Wisconsin
$6.19M -$103K -3,360 -2%
NL
225
NWAM LLC
Washington
$6.05M -$149K -4,872 -2%

IWF Hedge Fund Activity: Q3 2017 in Review

816 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2017, worth a combined $23.9B — up 12% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new IWF positions and 41 closed out — a net gain of 22 holders — while 270 added to existing stakes and 331 trimmed.

The largest buyer was Bank of America, adding an estimated $923M. The largest seller was BlackRock, cutting an estimated $85.4M.

  • 816 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2017, up from 799 in Q2 2017.
  • Funds reported $23.9B of iShares Russell 1000 Growth ETF stock for Q3 2017, up 12% quarter-over-quarter.
  • 63 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2017 and 41 closed out, a net change of +22 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2017 was Bank of America, an estimated $923M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2017 was BlackRock, an estimated $85.4M sold.

Based on aggregated 13F filings for Q3 2017.