We are live on ! Find out more
IWF icon

iShares Russell 1000 Growth ETF

782 hedge funds and large institutions have $20.4B invested in iShares Russell 1000 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 261 increasing their positions, 312 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $2.7M

53% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 49

5% more funds holding in top 10

Funds holding in top 10: 114120 (+6)

3% more funds holding

Funds holding: 761782 (+21)

3% more capital invested

Capital invested by funds: $19.9B → $20.4B (+$531M)

6.91% less ownership

Funds ownership: 245.34%238.43% (-6.9%)

16% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 312

Holders
782
Holders Change
+21
Holders Change %
+2.76%
% of All Funds
19.47%
Holding in Top 10
120
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.26%
% of All Funds
2.99%
New
75
Increased
261
Reduced
312
Closed
49
Calls
$10.8M
Puts
$2.7M
Net Calls
+$8.1M
Net Calls Change
+$6.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.74B -$700M -25,226,020 -21%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.6B -$2.07M -74,772 -0.1%
Morgan Stanley
3
Morgan Stanley
New York
$1.11B +$96.3M +3,472,712 +10%
Goldman Sachs
4
Goldman Sachs
New York
$941M +$818K +29,488 +0.1%
Wells Fargo
5
Wells Fargo
California
$820M -$59.9M -2,160,144 -7%
UBS Group
6
UBS Group
Switzerland
$749M +$596K +21,488 +0.1%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$741M -$15.6M -561,964 -2%
TCT
8
TIAA CREF Trust
Missouri
$634M +$86.9M +3,134,872 +16%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$545M +$12.7M +459,440 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$495M -$2.39M -86,052 -0.5%
SB
11
Suntrust Banks
Georgia
$484M +$6.46M +232,912 +1%
RJA
12
Raymond James & Associates
Florida
$470M -$393M -14,169,204 -46%
M&T Bank
13
M&T Bank
New York
$446M +$109M +3,935,252 +34%
SF
14
Synovus Financial
Georgia
$301M +$10.8M +390,092 +4%
LPL Financial
15
LPL Financial
California
$293M -$24.8M -894,212 -8%
Northern Trust
16
Northern Trust
Illinois
$261M -$5.66M -203,940 -2%
JP Morgan Chase
17
JP Morgan Chase
New York
$260M -$6.87M -247,832 -3%
BlackRock
18
BlackRock
New York
$257M +$250M +8,999,116 +24,406%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$222M +$18.5M +668,308 +9%
ECM
20
ETrade Capital Management
Virginia
$205M +$11.4M +412,468 +6%
CM
21
Churchill Management
California
$200M +$6.12M +220,484 +3%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$189M +$676K +24,376 +0.4%
US Bancorp
23
US Bancorp
Minnesota
$169M +$19.5M +704,448 +13%
JMPWA
24
JP Morgan Private Wealth Advisors
California
$150M +$35M +1,263,668 +32%
G
25
Gainplan
Michigan
$134M +$131M +4,710,860 New

IWF Hedge Fund Activity: Q1 2017 in Review

782 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2017, worth a combined $20.4B — up 2.7% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new IWF positions and 49 closed out — a net gain of 26 holders — while 261 added to existing stakes and 312 trimmed.

The largest buyer was BlackRock, adding an estimated $250M. The largest seller was Bank of America, cutting an estimated $700M.

  • 782 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2017, up from 761 in Q4 2016.
  • Funds reported $20.4B of iShares Russell 1000 Growth ETF stock for Q1 2017, up 2.7% quarter-over-quarter.
  • 75 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2017 and 49 closed out, a net change of +26 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2017 was BlackRock, an estimated $250M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2017 was Bank of America, an estimated $700M sold.

Based on aggregated 13F filings for Q1 2017.