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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
RIG
376
Renaissance Investment Group
Massachusetts
$429K -$246 -12 -0.1%
RPGK
377
Retirement Planning Group (Kansas)
Kansas
$427K -$41K -1,996 -9%
SAM
378
Sequent Asset Management
Texas
$421K
SCM
379
Summit Capital Management
Washington
$399K +$381K +18,584 New
NA
380
Navellier & Associates
Nevada
$394K +$376K +18,340 New
FCCM
381
First City Capital Management
Georgia
$393K
SMC
382
Smith, Moore & Co
Missouri
$386K +$368K +17,956 New
BC
383
Bartlett & Co
Ohio
$380K
WCM
384
Wisconsin Capital Management
Wisconsin
$380K
EAMA
385
EFG Asset Management (Americas)
Florida
$375K +$358K +17,468 New
PIA
386
Peachtree Investment Advisors
Georgia
$373K +$356K +17,344 New
Jennison Associates
387
Jennison Associates
New York
$360K -$2.31M -112,568 -87%
BFS
388
Bradley Foster & Sargent
Connecticut
$355K -$12.8K -624 -4%
RMCM
389
Reynders McVeigh Capital Management
Massachusetts
$355K
BWM
390
Baystate Wealth Management
Massachusetts
$351K +$335K +16,336 New
ZIM
391
Zacks Investment Management
Illinois
$349K +$53.2K +2,592 +19%
WT
392
Washington Trust
Rhode Island
$348K
NAM
393
North American Management
Massachusetts
$340K +$325K +15,840 New
ST
394
Smithfield Trust
Pennsylvania
$339K -$17.6K -860 -5%
EFSCE
395
Enterprise Financial Services Corp (EFSC)
Missouri
$329K
DWT
396
Dorsey & Whitney Trust
South Dakota
$327K
LI
397
LMCG Investments
Massachusetts
$322K -$3.28K -160 -1%
NIA
398
Northstar Investment Advisors
Colorado
$317K
LW
399
Linscomb Wealth
Texas
$315K +$37.4K +1,824 +14%
RFC
400
Russell Frank Company
Washington
$310K +$130K +6,344 +75%

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.