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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
MPAM
326
Murphy Pohlad Asset Management
Minnesota
$746K
PSUF
327
People's United Financial
Connecticut
$739K +$21.4K +936 +3%
Comerica Bank
328
Comerica Bank
Texas
$737K -$860K -37,524 -54%
AA
329
Ancora Advisors
Ohio
$726K +$136K +5,928 +23%
MVIP
330
Mar Vista Investment Partners
California
$725K +$29K +1,264 +4%
CC
331
Courier Capital
New York
$724K
WA
332
WFG Advisors
Texas
$722K +$78.4K +3,424 +12%
CK
333
Carnick & Kubik
Colorado
$721K +$27.5K +1,200 +4%
DCP
334
DSM Capital Partners
Florida
$717K -$126K -5,508 -15%
KCM
335
Kanawha Capital Management
Virginia
$716K -$5.87K -256 -0.8%
VIA
336
Virtus Investment Advisers
Connecticut
$690K -$22.9K -1,000 -3%
CCT
337
Capital City Trust
Florida
$688K
FIM
338
Freedom Investment Management
Connecticut
$673K +$352K +15,356 +109%
EWA
339
EP Wealth Advisors
California
$667K
CCM
340
Covington Capital Management
California
$660K -$9.16K -400 -1%
WP
341
WMS Partners
Maryland
$645K +$1.1K +48 +0.2%
CIC
342
Carnegie Investment Counsel
Ohio
$637K +$637K +27,816 New
WF
343
Welch & Forbes
Massachusetts
$632K -$53.6K -2,340 -8%
FTI
344
Fiduciary Trust International
Massachusetts
$623K
AMG
345
Asset Management Group
Connecticut
$621K +$130K +5,684 +27%
LCM
346
Liberty Capital Management
Michigan
$616K -$6.69K -292 -1%
BII
347
Bainco International Investors
Massachusetts
$609K
FAAM
348
First Allied Asset Management
California
$609K +$187K +8,172 +45%
PFG
349
Pacific Financial Group
Washington
$599K +$1.65K +72 +0.3%
CTA
350
Chesley Taft & Associates
Illinois
$571K +$7.33K +320 +1%

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.