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
FT
401
Fiduciary Trust
Massachusetts
$307K
ICAS
402
Investors Capital Advisory Services
Massachusetts
$296K +$43.8K +2,136 +18%
PCA
403
Peddock Capital Advisors
Massachusetts
$294K +$281K +13,700 New
FNT
404
First National Trust
Pennsylvania
$292K +$279K +13,584 New
BOS
405
Bingham Osborn & Scarborough
California
$288K +$275K +13,392 New
SWM
406
Segment Wealth Management
Texas
$287K
SC
407
Savant Capital
Illinois
$287K +$5.83K +284 +2%
CHC
408
City Holding Co
West Virginia
$284K +$272K +13,240 New
CFA
409
Carroll Financial Associates
North Carolina
$283K +$190K +9,260 +236%
GA
410
GFS Advisors
Texas
$281K -$42.2K -2,056 -14%
GIP
411
Greatmark Investment Partners
Georgia
$279K
WCM
412
Wealthcare Capital Management
Virginia
$275K -$73.9K -3,600 -22%
FBA
413
Front Barnett Associates
Illinois
$275K
CAW
414
Cornerstone Advisors (Washington)
Washington
$275K +$263K +12,812 New
RW
415
Rand Wealth
Maryland
$268K -$60.6K -2,956 -19%
STC
416
SEI Trust Company
Pennsylvania
$266K -$461K -22,492 -64%
CCI
417
Columbus Circle Investors
$264K +$252K +12,296 New
CCG
418
Cypress Capital Group
Florida
$263K +$23.2K +1,132 +10%
PFA
419
Paradigm Financial Advisors
Missouri
$262K +$250K +12,204 New
FTI
420
Fiduciary Trust International
Massachusetts
$258K +$246K +12,000 New
NFG
421
NewFocus Financial Group
Washington
$258K +$246K +12,012 New
DSAM
422
Dock Street Asset Management
Florida
$257K -$19.7K -960 -7%
SBH
423
Segall Bryant & Hamill
Illinois
$256K -$92.3K -4,500 -27%
KFC
424
Klingenstein Fields & Co
New York
$256K
TAG
425
Tactical Allocation Group
Michigan
$252K -$4.43K -216 -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.