We are live on ! Find out more
IWF icon

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
WB
251
Webster Bank
Connecticut
$1.5M +$1.44M +70,000 New
EVM
252
Eaton Vance Management
Massachusetts
$1.48M +$292K +14,236 +26%
OCM
253
Oakwood Capital Management
California
$1.47M -$72.7K -3,544 -5%
WI
254
WrapManager Inc
California
$1.46M +$126K +6,160 +10%
DT
255
Diversified Trust
Tennessee
$1.44M +$34.5K +1,680 +3%
PA
256
Pinnacle Associates
New York
$1.41M +$7.22K +352 +0.5%
CM
257
Churchill Management
California
$1.38M -$29.2K -1,424 -2%
Charles Schwab
258
Charles Schwab
California
$1.38M -$123K -6,000 -9%
PPA
259
Parametric Portfolio Associates
Washington
$1.37M +$173K +8,428 +15%
JFGIW
260
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.36M +$666K +32,472 +105%
NCM
261
Narwhal Capital Management
Georgia
$1.35M +$320K +15,600 +33%
DCP
262
DSM Capital Partners
Florida
$1.31M +$977K +47,608 +355%
LD
263
Lipe & Dalton
New York
$1.3M -$89K -4,340 -7%
Neuberger Berman Group
264
Neuberger Berman Group
New York
$1.3M +$1.24M +60,536 New
AIM
265
Acropolis Investment Management
Missouri
$1.28M -$129K -6,300 -10%
GCA
266
Greenwood Capital Associates
South Carolina
$1.28M +$133K +6,492 +12%
SGC
267
South Georgia Capital
Illinois
$1.27M +$1.22M +59,276 New
CBN
268
Cadence Bank NA
Texas
$1.25M
DDC
269
DF Dent & Co
Maryland
$1.25M +$1.19M +57,960 New
RBC
270
Ronald Blue & Co
Georgia
$1.24M -$10.6K -516 -0.9%
LWM
271
LBA Wealth Management
Florida
$1.24M +$1.18M +57,528 New
EAM
272
Evanson Asset Management
California
$1.22M +$1.17M +56,884 New
PI
273
PineBridge Investments
New York
$1.19M -$152K -7,428 -12%
HNB
274
Huntington National Bank
Ohio
$1.18M
Federated Hermes
275
Federated Hermes
Pennsylvania
$1.17M -$266K -12,980 -19%

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.