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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
FNBT
301
FineMark National Bank & Trust
Florida
$900K +$25.5K +1,244 +3%
CS
302
Comerica Securities
Michigan
$888K +$86.6K +4,220 +11%
SIC
303
Sigma Investment Counselors
Michigan
$882K +$2.3K +112 +0.3%
SSWM
304
Sheets Smith Wealth Management
North Carolina
$860K +$15.8K +768 +2%
IIC
305
Ironwood Investment Counsel
Arizona
$856K +$44.8K +2,184 +7%
HCA
306
Harbour Capital Advisors
Virginia
$847K +$234K +11,400 +41%
SCM
307
SOL Capital Management
Maryland
$841K -$16.4K -800 -2%
BBPWM
308
Blue Bell Private Wealth Management
Pennsylvania
$816K -$50.6K -2,464 -6%
SFG
309
Sather Financial Group
Texas
$794K +$758K +36,948 New
CP
310
Corbenic Partners
Pennsylvania
$782K +$607K +29,568 +434%
OCG
311
Opus Capital Group
Ohio
$782K +$747K +36,400 New
NG
312
NatWest Group
United Kingdom
$773K -$20.5K -1,000 -3%
Westfield Capital Management
313
Westfield Capital Management
Massachusetts
$773K +$738K +35,984 New
SFA
314
Sequoia Financial Advisors
Ohio
$771K +$736K +35,876 New
WTC
315
WhitTier Trust Company
Nevada
$741K
JCM
316
Janney Capital Management
Pennsylvania
$712K
Edgewood Management
317
Edgewood Management
Connecticut
$702K +$670K +32,656 New
MPAM
318
Murphy Pohlad Asset Management
Minnesota
$700K
WA
319
WFG Advisors
Texas
$689K -$200K -9,744 -23%
CC
320
Courier Capital
New York
$679K
CCT
321
Capital City Trust
Florida
$677K -$582K -28,380 -47%
CCM
322
Chilton Capital Management
Texas
$675K +$644K +31,400 New
CCM
323
Covington Capital Management
California
$649K -$75.1K -3,660 -11%
PMFA
324
Plante Moran Financial Advisors
Michigan
$640K +$32.4K +1,580 +6%
EWA
325
EP Wealth Advisors
California
$625K -$103K -5,000 -15%

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.