We are live on ! Find out more
IWF icon

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
NFA
351
Nationwide Fund Advisors
Ohio
$511K -$3.21M -156,416 -87%
FWM
352
Focused Wealth Management
New York
$508K -$17.2K -836 -3%
RP
353
Riverbridge Partners
Minnesota
$500K
JWBC
354
J.W. Burns & Co
New York
$499K -$8.21K -400 -2%
SGA
355
Sustainable Growth Advisers
Connecticut
$494K +$471K +22,980 New
RFA
356
Reilly Financial Advisors
California
$491K -$13.1K -640 -3%
CTA
357
Chesley Taft & Associates
Illinois
$490K +$48.8K +2,380 +12%
ABC
358
Associated Banc-Corp
Wisconsin
$486K -$23.8K -1,160 -5%
CAG
359
Crestwood Advisors Group
Massachusetts
$467K +$446K +21,752 New
PSI
360
Pinnacle Summer Investments
Virginia
$466K
MHS
361
M Holdings Securities
Oregon
$466K +$445K +21,680 New
AMG
362
Asset Management Group
Connecticut
$460K +$2.95K +144 +0.7%
HCM
363
Hengehold Capital Management
Ohio
$458K -$28.7K -1,400 -6%
CAPTRUST Financial Advisors
364
CAPTRUST Financial Advisors
North Carolina
$458K +$23.3K +1,136 +6%
PP
365
Palladium Partners
Virginia
$456K
MMLI
366
Massachusetts Mutual Life Insurance
Massachusetts
$454K -$29.2K -1,424 -6%
Diamond Hill Capital Management
367
Diamond Hill Capital Management
Ohio
$452K +$432K +21,040 New
SPIO
368
Seven Post Investment Office
California
$450K +$430K +20,940 New
HCM
369
Horrell Capital Management
Arkansas
$448K +$430K +20,960 New
COI
370
Connable Office Inc
Michigan
$443K -$15.7K -764 -4%
WF
371
Welch & Forbes
Massachusetts
$442K
HC
372
Highmount Capital
New York
$436K
BFA
373
Beaumont Financial Advisors
Massachusetts
$436K +$416K +20,300 New
VCP
374
Vista Capital Partners
Oregon
$434K -$12.3K -600 -3%
GWM
375
Greenwich Wealth Management
Connecticut
$434K -$821 -40 -0.2%

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.