We are live on ! Find out more
IWF icon

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
MFS
251
MSI Financial Services
Massachusetts
$1.7M -$102K -4,456 -6%
SHWM
252
Smith & Howard Wealth Management
Georgia
$1.68M -$35.9K -1,568 -2%
LWM
253
LBA Wealth Management
Florida
$1.68M -$11.9K -520 -0.7%
CWM
254
Concert Wealth Management
California
$1.62M -$3.02K -132 -0.2%
OCM
255
Oakwood Capital Management
California
$1.61M +$66.3K +2,896 +4%
HNB
256
Huntington National Bank
Ohio
$1.61M
RIM
257
Regent Investment Management
Kentucky
$1.6M +$1.6M +69,736 New
SGC
258
South Georgia Capital
Illinois
$1.53M +$54.8K +2,392 +4%
PA
259
Pinnacle Associates
New York
$1.53M -$86.2K -3,764 -5%
OIA
260
Optimum Investment Advisors
Illinois
$1.53M +$44.6K +1,948 +3%
AIS
261
American Investment Services
Massachusetts
$1.5M -$71.5K -3,120 -5%
RBC
262
Ronald Blue & Co
Georgia
$1.47M +$2.75K +120 +0.2%
RFC
263
Russell Frank Company
Washington
$1.47M -$1.04M -45,200 -41%
NCM
264
Narwhal Capital Management
Georgia
$1.45M
Polen Capital Management
265
Polen Capital Management
Florida
$1.44M +$200K +8,740 +16%
TAIM
266
TD Ameritrade Investment Management
Nebraska
$1.44M +$85K +3,712 +6%
FA
267
FCG Advisors
New Jersey
$1.44M +$109K +4,760 +7%
FLPIM
268
F.L. Putnam Investment Management
Massachusetts
$1.41M -$188K -8,208 -12%
EAM
269
Evanson Asset Management
California
$1.41M -$2.93K -128 -0.2%
WB
270
Webster Bank
Connecticut
$1.4M
CBN
271
Cadence Bank NA
Texas
$1.33M -$550 -24 -0%
PWM
272
ParenteBeard Wealth Management
Pennsylvania
$1.3M +$49.4K +2,156 +4%
AIM
273
Acropolis Investment Management
Missouri
$1.29M -$40.3K -1,760 -3%
HH
274
Hilltop Holdings
Texas
$1.28M +$206K +8,984 +19%
SCA
275
Stillwater Capital Advisors
Pennsylvania
$1.27M +$56.8K +2,480 +5%

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.