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iShares Russell 1000 Growth ETF

502 hedge funds and large institutions have $12.9B invested in iShares Russell 1000 Growth ETF in 2013 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 191 increasing their positions, 136 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 30

143% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $739K

40% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 136

16% more funds holding

Funds holding: 433502 (+69)

13% more capital invested

Capital invested by funds: $11.3B → $12.9B (+$1.53B)

11% more funds holding in top 10

Funds holding in top 10: 7583 (+8)

10.16% more ownership

Funds ownership: 216.84%227% (+10%)

Holders
502
Holders Change
+69
Holders Change %
+15.94%
% of All Funds
14.57%
Holding in Top 10
83
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.67%
% of All Funds
2.41%
New
103
Increased
191
Reduced
136
Closed
30
Calls
$1.8M
Puts
$739K
Net Calls
+$1.06M
Net Calls Change
+$16.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
226
ParenteBeard Wealth Management
Pennsylvania
$2.02M -$398K -19,408 -17%
BP
227
Ballentine Partners
Massachusetts
$2M
KTC
228
Kistler-Tiffany Companies
Pennsylvania
$1.98M -$204K -9,924 -10%
HH
229
Hilltop Holdings
Texas
$1.95M +$231K +11,260 +14%
JCM
230
Jag Capital Management
Missouri
$1.94M
AL
231
Aspiriant LLC
California
$1.92M +$1.49M +72,600 +440%
CT
232
Coastline Trust
Rhode Island
$1.85M +$8.21K +400 +0.5%
AIP
233
Ameritas Investment Partners
Nebraska
$1.82M -$190K -9,284 -10%
EGA
234
E&G Advisors
Texas
$1.78M +$1.7M +82,956 New
NEPWA
235
New England Private Wealth Advisors
Massachusetts
$1.77M +$35.5K +1,728 +2%
WA
236
WealthTrust-Arizona
Arizona
$1.73M +$13.5K +660 +0.8%
AIS
237
American Investment Services
Massachusetts
$1.66M -$73.7K -3,592 -4%
AA
238
Alesco Advisors
New York
$1.66M
OIA
239
Optimum Investment Advisors
Illinois
$1.65M +$87.3K +4,256 +6%
Sands Capital Management
240
Sands Capital Management
Virginia
$1.62M +$1.55M +75,560 New
FA
241
FCG Advisors
New Jersey
$1.62M +$39.2K +1,912 +3%
ClearBridge Investments
242
ClearBridge Investments
New York
$1.62M +$1.55M +75,492 New
SHWM
243
Smith & Howard Wealth Management
Georgia
$1.61M
OC
244
Oppenheimer & Co
New York
$1.61M +$208K +10,128 +16%
FLPIM
245
F.L. Putnam Investment Management
Massachusetts
$1.59M +$756K +36,864 +100%
JWM
246
Jacobus Wealth Management
Wisconsin
$1.58M +$82 +4 +0%
Macquarie Group
247
Macquarie Group
Australia
$1.57M +$1.49M +72,860 New
CWM
248
Concert Wealth Management
California
$1.53M -$11.2K -544 -0.8%
MFS
249
MSI Financial Services
Massachusetts
$1.52M +$286K +13,924 +24%
TAIM
250
TD Ameritrade Investment Management
Nebraska
$1.52M -$80K -3,900 -5%

IWF Hedge Fund Activity: Q4 2013 in Review

502 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q4 2013, worth a combined $12.9B — up 13% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new IWF positions and 30 closed out — a net gain of 73 holders — while 191 added to existing stakes and 136 trimmed.

The largest buyer was Stadion Money Management, adding an estimated $128M. The largest seller was Northern Trust, cutting an estimated $229M.

  • 502 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q4 2013, up from 433 in Q3 2013.
  • Funds reported $12.9B of iShares Russell 1000 Growth ETF stock for Q4 2013, up 13% quarter-over-quarter.
  • 103 funds opened new iShares Russell 1000 Growth ETF positions in Q4 2013 and 30 closed out, a net change of +73 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q4 2013 was Stadion Money Management, an estimated $128M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q4 2013 was Northern Trust, an estimated $229M sold.

Based on aggregated 13F filings for Q4 2013.