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iShares Russell 1000 Growth ETF

800 hedge funds and large institutions have $21.4B invested in iShares Russell 1000 Growth ETF in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 277 increasing their positions, 293 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $2.69M

58% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 43

2% more funds holding

Funds holding: 783800 (+17)

1.6% more ownership

Funds ownership: 238.43%240.04% (+1.6%)

5% more capital invested

Capital invested by funds: $20.4B → $21.4B (+$976M)

0% more funds holding in top 10

Funds holding in top 10: 120120 (0)

5% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 293

Holders
800
Holders Change
+17
Holders Change %
+2.17%
% of All Funds
19.94%
Holding in Top 10
120
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.99%
New
68
Increased
277
Reduced
293
Closed
43
Calls
$10.3M
Puts
$2.69M
Net Calls
+$7.64M
Net Calls Change
-$460K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.61B -$248M -8,458,184 -9%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.66B -$7.17M -244,332 -0.4%
Morgan Stanley
3
Morgan Stanley
New York
$1.14B -$19.7M -669,388 -2%
Goldman Sachs
4
Goldman Sachs
New York
$1.04B +$58.2M +1,983,296 +6%
Wells Fargo
5
Wells Fargo
California
$841M -$17.2M -584,920 -2%
UBS Group
6
UBS Group
Switzerland
$788M +$4.54M +154,524 +0.6%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$772M -$2.7M -91,960 -0.4%
TF
8
TIAA FSB
Florida
$701M +$692M +23,572,416 New
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$561M -$8.42M -286,740 -1%
M&T Bank
10
M&T Bank
New York
$509M +$42M +1,430,924 +9%
RJA
11
Raymond James & Associates
Florida
$505M +$13.6M +462,216 +3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$496M -$21.4M -728,796 -4%
SB
13
Suntrust Banks
Georgia
$475M -$30.9M -1,053,588 -6%
BlackRock
14
BlackRock
New York
$317M +$47M +1,601,612 +18%
SF
15
Synovus Financial
Georgia
$297M -$18.4M -625,464 -6%
LPL Financial
16
LPL Financial
California
$289M -$18.5M -630,988 -6%
Northern Trust
17
Northern Trust
Illinois
$281M +$8.33M +283,892 +3%
JP Morgan Chase
18
JP Morgan Chase
New York
$278M +$6.13M +208,980 +2%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$226M -$5.84M -199,060 -3%
ECM
20
ETrade Capital Management
Virginia
$224M +$9.31M +317,008 +4%
CM
21
Churchill Management
California
$219M +$9.95M +339,036 +5%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$201M +$3.96M +134,936 +2%
US Bancorp
23
US Bancorp
Minnesota
$178M +$1.46M +49,632 +0.8%
JMPWA
24
JP Morgan Private Wealth Advisors
California
$166M +$9.27M +315,832 +6%
Axa
25
Axa
France
$130M +$11.8M +402,800 +10%

IWF Hedge Fund Activity: Q2 2017 in Review

800 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2017, worth a combined $21.4B — up 4.8% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new IWF positions and 43 closed out — a net gain of 25 holders — while 277 added to existing stakes and 293 trimmed.

The largest buyer was Balentine LLC, adding an estimated $97.4M. The largest seller was Bank of America, cutting an estimated $248M.

  • 800 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2017, up from 783 in Q1 2017.
  • Funds reported $21.4B of iShares Russell 1000 Growth ETF stock for Q2 2017, up 4.8% quarter-over-quarter.
  • 68 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2017 and 43 closed out, a net change of +25 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2017 was Balentine LLC, an estimated $97.4M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2017 was Bank of America, an estimated $248M sold.

Based on aggregated 13F filings for Q2 2017.