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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
HCA
276
Harbour Capital Advisors
Virginia
$1.27M +$135K +5,900 +12%
NFG
277
Next Financial Group
Texas
$1.26M +$1.26M +55,008 +196,457%
BAS
278
Brown Advisory Securities
Maryland
$1.24M -$2.2K -96 -0.2%
GCA
279
Greenwood Capital Associates
South Carolina
$1.22M -$108K -4,700 -8%
SG Americas Securities
280
SG Americas Securities
New York
$1.21M -$54.5K -2,380 -4%
BB
281
Busey Bank
Illinois
$1.21M +$158K +6,908 +15%
NAM
282
NTV Asset Management
West Virginia
$1.16M
BBHC
283
Brown Brothers Harriman & Co
New York
$1.13M -$143K -6,232 -11%
AllianceBernstein
284
AllianceBernstein
Tennessee
$1.13M +$143K +6,224 +14%
LA
285
Lau Associates
Delaware
$1.13M
BTNA
286
Bremer Trust National Association
Minnesota
$1.12M
FC
287
Forte Capital
New York
$1.11M +$1.11M +48,396 New
HP
288
HT Partners
Connecticut
$1.09M
CCT
289
Country Club Trust
Missouri
$1.08M -$25.2K -1,100 -2%
BSW
290
Buckingham Strategic Wealth
Missouri
$1.08M
PCMK
291
Paragon Capital Management (Kansas)
Kansas
$1.04M -$36.2K -1,580 -3%
PMFA
292
Plante Moran Financial Advisors
Michigan
$1.02M +$336K +14,688 +49%
MC
293
Middleton & Co
Massachusetts
$1.02M -$70.1K -3,060 -6%
FNBT
294
FineMark National Bank & Trust
Florida
$999K +$24.1K +1,052 +2%
MHS
295
M Holdings Securities
Oregon
$999K +$192K +8,400 +24%
DWA
296
Dorsey Wright & Associates
California
$993K +$1.02M +44,432 New
MLL
297
Moody Lynn & Lieberson
Massachusetts
$988K +$331K +14,464 +50%
VIA
298
Vantage Investment Advisors
Pennsylvania
$981K +$56.1K +2,448 +6%
OAM
299
Occidental Asset Management
California
$974K +$132K +5,744 +16%
SIC
300
Sigma Investment Counselors
Michigan
$970K +$92 +4 +0%

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.