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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
GIP
376
Greatmark Investment Partners
Georgia
$427K +$130K +5,660 +44%
MCM
377
Maryland Capital Management
Maryland
$424K -$1.01K -44 -0.2%
SMC
378
Smith, Moore & Co
Missouri
$421K +$8.61K +376 +2%
FCCM
379
First City Capital Management
Georgia
$419K
SCM
380
Summit Capital Management
Washington
$414K -$11.5K -500 -3%
BC
381
Bartlett & Co
Ohio
$405K
WCM
382
Wisconsin Capital Management
Wisconsin
$405K
RW
383
Rand Wealth
Maryland
$400K -$72.4K -3,160 -15%
PIA
384
Peachtree Investment Advisors
Georgia
$397K
SAM
385
Sequent Asset Management
Texas
$395K -$54.3K -2,372 -12%
SC
386
Savant Capital
Illinois
$395K
EP
387
Edgestream Partners
New Jersey
$392K -$320K -13,980 -45%
Rafferty Asset Management
388
Rafferty Asset Management
New York
$392K +$392K +17,096 New
SSB
389
Sandy Spring Bank
Maryland
$385K +$176K +7,696 +84%
CT
390
Cambridge Trust
Massachusetts
$383K +$83.9K +3,664 +28%
RMCM
391
Reynders McVeigh Capital Management
Massachusetts
$378K
SBH
392
Segall Bryant & Hamill
Illinois
$372K -$55K -2,400 -13%
WT
393
Washington Trust
Rhode Island
$371K
ATC
394
Argent Trust Company
Louisiana
$367K +$44.7K +1,952 +14%
RFA
395
Reilly Financial Advisors
California
$363K -$136K -5,952 -27%
HCM
396
Harvest Capital Management
New Hampshire
$349K
IIC
397
Ironwood Investment Counsel
Arizona
$348K -$9.62K -420 -3%
ONB
398
Old National Bancorp
Indiana
$339K +$77.6K +3,388 +30%
ST
399
Smithfield Trust
Pennsylvania
$337K
PFA
400
Paradigm Financial Advisors
Missouri
$337K +$1.28K +56 +0.4%

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.