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iShares Russell 1000 Growth ETF

505 hedge funds and large institutions have $14.7B invested in iShares Russell 1000 Growth ETF in 2014 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 198 increasing their positions, 176 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $5.82M | Put options by funds: $4.35M

13% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 176

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

8% more funds holding in top 10

Funds holding in top 10: 8491 (+7)

4% more capital invested

Capital invested by funds: $14.2B → $14.7B (+$532M)

0% less funds holding

Funds holding: 507505 (-2)

1.83% less ownership

Funds ownership: 237.32%235.49% (-1.8%)

Holders
505
Holders Change
-2
Holders Change %
-0.39%
% of All Funds
14.65%
Holding in Top 10
91
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.33%
% of All Funds
2.64%
New
30
Increased
198
Reduced
176
Closed
27
Calls
$5.82M
Puts
$4.35M
Net Calls
+$1.47M
Net Calls Change
-$651K
Name Holding Trade Value Shares
Change
Change in
Stake
BPBT
226
Boston Private Bank & Trust
Massachusetts
$2.28M +$32.2K +1,404 +1%
OC
227
Oppenheimer & Co
New York
$2.27M +$220K +9,612 +11%
CCM
228
Coldstream Capital Management
Washington
$2.19M +$2.47K +108 +0.1%
AB
229
Atlas Brown
Kentucky
$2.19M -$434K -18,940 -17%
FWCM
230
First Western Capital Management
California
$2.18M +$2.18M +95,172 New
BPB
231
Badgley, Phelps & Bell
Washington
$2.18M +$166K +7,236 +8%
AW
232
ACG Wealth
Georgia
$2.17M +$11.5K +504 +0.5%
GLA
233
Great Lakes Advisors
Illinois
$2.13M +$580K +25,320 +37%
AIM
234
Avity Investment Management
Connecticut
$2.12M -$66K -2,880 -3%
WA
235
WealthTrust-Arizona
Arizona
$2.06M -$150K -6,536 -7%
UBS AM
236
UBS AM
Illinois
$2.05M -$19M -830,772 -90%
NEPWA
237
New England Private Wealth Advisors
Massachusetts
$2.03M +$26K +1,136 +1%
KTC
238
Kistler-Tiffany Companies
Pennsylvania
$2.01M -$72.2K -3,152 -3%
EVM
239
Eaton Vance Management
Massachusetts
$2M +$364K +15,892 +22%
OCG
240
Opus Capital Group
Ohio
$2M +$60.5K +2,640 +3%
ABC
241
Associated Banc-Corp
Wisconsin
$1.99M +$708K +30,900 +55%
JFGIW
242
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.99M +$290K +12,656 +17%
CT
243
Coastline Trust
Rhode Island
$1.97M -$15.1K -660 -0.8%
AIP
244
Ameritas Investment Partners
Nebraska
$1.85M -$215K -9,372 -10%
Charles Schwab
245
Charles Schwab
California
$1.83M +$1.1M +48,000 +150%
FPTW
246
Franklin, Parlapiano, Turner & Welch
Texas
$1.83M +$71.7K +3,128 +4%
AA
247
Alesco Advisors
New York
$1.76M -$165K -7,224 -9%
CNB
248
City National Bank
California
$1.76M +$228K +9,932 +15%
Jennison Associates
249
Jennison Associates
New York
$1.75M -$5.32M -232,284 -75%
KFS
250
KMS Financial Services
Washington
$1.73M +$324K +14,164 +23%

IWF Hedge Fund Activity: Q3 2014 in Review

505 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2014, worth a combined $14.7B — up 3.8% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IWF positions and 27 closed out — a net gain of 3 holders — while 198 added to existing stakes and 176 trimmed.

The largest buyer was M&T Bank, adding an estimated $257M. The largest seller was Balasa Dinverno & Foltz, cutting an estimated $81.1M.

  • 505 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2014, down from 507 in Q2 2014.
  • Funds reported $14.7B of iShares Russell 1000 Growth ETF stock for Q3 2014, up 3.8% quarter-over-quarter.
  • 30 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2014 and 27 closed out, a net change of +3 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2014 was M&T Bank, an estimated $257M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2014 was Balasa Dinverno & Foltz, an estimated $81.1M sold.

Based on aggregated 13F filings for Q3 2014.