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iShares Russell 1000 Growth ETF

663 hedge funds and large institutions have $18.5B invested in iShares Russell 1000 Growth ETF in 2016 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 194 increasing their positions, 283 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 44

7% more call options, than puts

Call options by funds: $12.7M | Put options by funds: $11.9M

0.16% more ownership

Funds ownership: 251.84%252% (+0.16%)

0% more funds holding

Funds holding: 662663 (+1)

1% less capital invested

Capital invested by funds: $18.7B → $18.5B (-$241M)

6% less funds holding in top 10

Funds holding in top 10: 126119 (-7)

31% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 283

Holders
663
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
17.69%
Holding in Top 10
119
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.56%
% of All Funds
3.18%
New
52
Increased
194
Reduced
283
Closed
44
Calls
$12.7M
Puts
$11.9M
Net Calls
+$797K
Net Calls Change
-$4.69M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.97B -$160M -6,420,196 -5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.45B -$41.6M -1,665,692 -3%
Morgan Stanley
3
Morgan Stanley
New York
$806M +$29.8M +1,193,004 +4%
Goldman Sachs
4
Goldman Sachs
New York
$805M -$60.4M -2,419,268 -7%
Wells Fargo
5
Wells Fargo
California
$704M -$18M -720,760 -3%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$692M -$167M -6,684,772 -20%
RJA
7
Raymond James & Associates
Florida
$619M +$9.19M +368,164 +2%
UBS Group
8
UBS Group
Switzerland
$593M +$26.4M +1,055,816 +5%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$446M +$22.7M +907,644 +5%
TCT
10
TIAA CREF Trust
Missouri
$444M +$26.9M +1,077,752 +6%
SB
11
Suntrust Banks
Georgia
$432M +$8.61M +344,908 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$394M -$5.51M -220,604 -1%
M&T Bank
13
M&T Bank
New York
$307M -$5.61M -224,500 -2%
LPL Financial
14
LPL Financial
California
$265M -$259M -10,388,084 -50%
BL
15
Balentine LLC
Georgia
$246M +$36.9M +1,478,376 +18%
JP Morgan Chase
16
JP Morgan Chase
New York
$243M -$19.7M -790,676 -8%
BIM
17
BlackRock Investment Management
Delaware
$242M +$2.77M +110,868 +1%
SF
18
Synovus Financial
Georgia
$222M -$1.38M -55,252 -0.6%
Northern Trust
19
Northern Trust
Illinois
$203M -$5.16M -206,500 -2%
PPA
20
Parametric Portfolio Associates
Washington
$201M +$10.5M +421,992 +6%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$191M +$7.22M +289,168 +4%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$181M +$59.1M +2,365,644 +39%
BIT
23
BlackRock Institutional Trust
California
$174M +$105M +4,207,572 +155%
CM
24
Churchill Management
California
$160M +$7.17M +287,256 +5%
ECM
25
ETrade Capital Management
Virginia
$159M -$1.49M -59,696 -0.9%

IWF Hedge Fund Activity: Q2 2016 in Review

663 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2016, worth a combined $18.5B — down 1.3% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IWF positions and 44 closed out — a net gain of 8 holders — while 194 added to existing stakes and 283 trimmed.

The largest buyer was BlackRock Institutional Trust, adding an estimated $105M. The largest seller was LPL Financial, cutting an estimated $259M.

  • 663 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2016, up from 662 in Q1 2016.
  • Funds reported $18.5B of iShares Russell 1000 Growth ETF stock for Q2 2016, down 1.3% quarter-over-quarter.
  • 52 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2016 and 44 closed out, a net change of +8 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2016 was BlackRock Institutional Trust, an estimated $105M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2016 was LPL Financial, an estimated $259M sold.

Based on aggregated 13F filings for Q2 2016.