iShares Russell 1000 Growth ETF
IWF
679 hedge funds and large institutions have $20B invested in iShares Russell 1000 Growth ETF in 2015 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 257 increasing their positions, 191 reducing their positions, and 39 closing their positions.
190% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 39
35% more repeat investments, than reductions
Existing positions increased: 257 | Existing positions reduced: 191
17% more capital invested
Capital invested by funds: $17B → $20B (+$2.96B)
15% more funds holding in top 10
Funds holding in top 10: 113 → 130 (+17)
11% more funds holding
Funds holding: 613 → 679 (+66)
8.52% more ownership
Funds ownership: 245.23% → 253.75% (+8.5%)
42% less call options, than puts
Call options by funds: $12.1M | Put options by funds: $20.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$490M |
| 2 |
LPL Financial
San Diego,
California
|
+$260M |
| 3 |
AssetMark Inc
Concord,
California
|
+$119M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$117M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$83.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DIA
Dana Investment Advisors
Waukesha,
Wisconsin
|
-$69.3M |
| 2 |
BL
Balentine LLC
Atlanta,
Georgia
|
-$42.7M |
| 3 |
CFA
Capstone Financial Advisors
Downers Grove,
Illinois
|
-$40.8M |
| 4 |
TCIM
TIAA CREF Investment Management
New York
|
-$39.9M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$36M |
IWF Hedge Fund Activity: Q4 2015 in Review
679 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q4 2015, worth a combined $20B — up 17% from $17B a quarter earlier.
Buyers outnumbered sellers: 113 funds opened new IWF positions and 39 closed out — a net gain of 74 holders — while 257 added to existing stakes and 191 trimmed.
The largest buyer was Bank of America, adding an estimated $490M. The largest seller was Dana Investment Advisors, cutting an estimated $69.3M.
- 679 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q4 2015, up from 613 in Q3 2015.
- Funds reported $20B of iShares Russell 1000 Growth ETF stock for Q4 2015, up 17% quarter-over-quarter.
- 113 funds opened new iShares Russell 1000 Growth ETF positions in Q4 2015 and 39 closed out, a net change of +74 holders.
- The largest iShares Russell 1000 Growth ETF buyer in Q4 2015 was Bank of America, an estimated $490M added.
- The largest iShares Russell 1000 Growth ETF seller in Q4 2015 was Dana Investment Advisors, an estimated $69.3M sold.
Based on aggregated 13F filings for Q4 2015.