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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
Chevy Chase Trust
326
Chevy Chase Trust
Maryland
$624K +$8.95K +436 +2%
CK
327
Carnick & Kubik
Colorado
$621K -$1.89K -92 -0.3%
FHA
328
First Horizon Advisors
Tennessee
$613K -$14.4K -704 -2%
BHB
329
Bank Hapoalim BM
Israel
$608K +$580K +28,276 New
MGIA
330
Moneta Group Investment Advisors
Missouri
$606K
MMG
331
Monetary Management Group
Missouri
$602K +$148K +7,200 +35%
VIA
332
Vantage Investment Advisors
Pennsylvania
$601K +$574K +27,992 New
KCM
333
Kanawha Capital Management
Virginia
$597K
KIA
334
KCM Investment Advisors
California
$589K +$14.4K +700 +3%
MJP
335
Michael J. Puzo
$577K +$325K +15,820 +143%
LCM
336
Liberty Capital Management
Michigan
$570K -$7.47K -364 -1%
PFG
337
Pacific Financial Group
Washington
$563K +$903 +44 +0.2%
MLL
338
Moody Lynn & Lieberson
Massachusetts
$560K -$133K -6,484 -20%
ICOA
339
Investment Centers of America
North Dakota
$556K -$2.14M -104,364 -79%
VIA
340
Virtus Investment Advisers
Connecticut
$552K -$2.46K -120 -0.5%
AA
341
Ancora Advisors
Ohio
$549K +$4.18K +204 +0.8%
PGFC
342
Peapack-Gladstone Financial Corp
New Jersey
$542K -$285K -13,888 -36%
BSW
343
Buckingham Strategic Wealth
Missouri
$535K -$57.7K -2,812 -10%
BIC
344
Bridges Investment Counsel
Nebraska
$532K -$53.9K -2,628 -10%
VOYA Investment Management
345
VOYA Investment Management
Georgia
$531K +$507K +24,700 New
IAM
346
Impax Asset Management
New Hampshire
$531K +$507K +24,724 New
WP
347
WMS Partners
Maryland
$530K
CNB
348
City National Bank
California
$529K -$15.6K -760 -3%
EWA
349
Exencial Wealth Advisors
Oklahoma
$522K
PSUF
350
People's United Financial
Connecticut
$517K

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.