We are live on ! Find out more
IWF icon

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
EWA
351
Exencial Wealth Advisors
Oklahoma
$555K
PGFC
352
Peapack-Gladstone Financial Corp
New Jersey
$550K
MGIA
353
Moneta Group Investment Advisors
Missouri
$547K -$82K -3,580 -13%
JWBC
354
J.W. Burns & Co
New York
$537K +$2.84K +124 +0.5%
ACS
355
Archford Capital Strategies
Illinois
$533K -$10.2K -444 -2%
RP
356
Riverbridge Partners
Minnesota
$533K
CAM
357
Carret Asset Management
New York
$528K -$13.7K -600 -3%
BFS
358
Bradley Foster & Sargent
Connecticut
$519K +$113K +4,916 +28%
SSWM
359
Sheets Smith Wealth Management
North Carolina
$513K -$73.3K -3,200 -13%
MJP
360
Michael J. Puzo
$513K -$55K -2,400 -10%
RMDI
361
R.M. Davis Inc
Maine
$500K +$35.8K +1,564 +8%
LW
362
Linscomb Wealth
Texas
$491K +$135K +5,880 +38%
PSI
363
Pinnacle Summer Investments
Virginia
$487K
FWM
364
Focused Wealth Management
New York
$486K -$17.9K -780 -4%
PP
365
Palladium Partners
Virginia
$486K
MMLI
366
Massachusetts Mutual Life Insurance
Massachusetts
$484K +$367 +16 +0.1%
BIC
367
Bridges Investment Counsel
Nebraska
$470K -$9.16K -400 -2%
WEC
368
Winslow Evans & Crocker
Massachusetts
$468K +$390K +17,004 +497%
HCM
369
Horrell Capital Management
Arkansas
$452K
NAM
370
North American Management
Massachusetts
$446K
PSW
371
Portfolio Strategies (Washington)
Washington
$442K +$275 +12 +0.1%
FDCC
372
Foster Dykema Cabot & Co
Massachusetts
$442K +$442K +19,292 New
RIG
373
Renaissance Investment Group
Massachusetts
$431K -$23.8K -1,040 -5%
TH
374
Timber Hill
Connecticut
$431K +$187K +8,176 +77%
VCP
375
Vista Capital Partners
Oregon
$429K

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.