UBS’s iShares Russell 1000 Growth ETF IWF Stock Holding History

UBS’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$462M	Buy	20,180,832 +803,292	+4%	+$18.4M	0.34%	49
2014 Q2	$441M	Buy	19,377,540 +497,332	+3%	+$10.9M	0.34%	45
2014 Q1	$408M	Buy	18,880,208 +1,484,796	+9%	+$31.9M	0.36%	45
2013 Q4	$374M	Buy	17,395,412 +2,053,796	+13%	+$42.1M	0.35%	43
2013 Q3	$300M	Buy	15,341,616 +158,060	+1%	+$3.03M	0.31%	54
2013 Q2	$276M	Buy	+15,183,556	New	+$278M	0.33%	50

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS's IWF Position: Q3 2014 in Review

UBS increased its iShares Russell 1000 Growth ETF (IWF) stake by 4.1% in Q3 2014, buying an estimated $18.4M and bringing the position to 20,180,832 shares worth $462M. The position accounts for 0.34% of the portfolio, ranked #49.

UBS first reported a position in IWF in Q2 2013 and has held it in 6 quarters since. 505 funds tracked by Wall St. Rank hold IWF as of Q3 2014.

UBS held 20,180,832 shares of iShares Russell 1000 Growth ETF worth $462M as of Q3 2014.
UBS bought 803,292 iShares Russell 1000 Growth ETF shares in Q3 2014, an estimated $18.4M.
iShares Russell 1000 Growth ETF made up 0.34% of UBS's portfolio in Q3 2014, its #49 holding.
UBS first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 6 quarters since.
505 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.