IWF icon

iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

583 hedge funds and large institutions have $16.3B invested in iShares Russell 1000 Growth ETF in 2014 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 202 increasing their positions, 174 reducing their positions, and 19 closing their positions.

Holders
583
Holders Change
+78
Holders Change %
+15.45%
% of All Funds
15.56%
Holding in Top 10
107
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+17.58%
% of All Funds
2.86%
New
105
Increased
202
Reduced
174
Closed
19
Calls
$7.98M
Puts
$2.73M
Net Calls
+$5.25M
Net Calls Change
+$3.78M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$530M
2
MAA
2
Managed Account Advisors
New Jersey
$791M
3
Wells Fargo
3
Wells Fargo
California
$725M
4
CM
4
Churchill Management
California
$147M
5
Morgan Stanley
5
Morgan Stanley
New York
$683M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.49B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$407M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$68.3M
4
BIT
4
BlackRock Institutional Trust
California
$63.4M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$17.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CCI
401
Columbus Circle Investors
$623K 6,520 +6,520 New
CTA
402
Chesley Taft & Associates
Illinois
$605K 6,333 +100 +2%
SPC
403
Sigma Planning Corp
Michigan
$597K 6,249 +6,249 New
PSUF
404
People's United Financial
Connecticut
$589K 6,163 -1,900 -24%
EWA
405
Exencial Wealth Advisors
Oklahoma
$577K 6,057 – –
MGIA
406
Moneta Group Investment Advisors
Missouri
$571K 5,974 – –
PGFC
407
Peapack-Gladstone Financial Corp
New Jersey
$567K 5,931 -70 -1%
SFS
408
Summit Financial Strategies
Ohio
$566K 5,919 +5,919 New
PI
409
PineBridge Investments
New York
$565K 5,908 -3,671 -38%
RP
410
Riverbridge Partners
Minnesota
$556K 5,813 – –
ACS
411
Archford Capital Strategies
Illinois
$552K 5,774 -38 -0.7%
CC
412
Cassaday & Co
Virginia
$552K 5,771 +5,771 New
CAM
413
Carret Asset Management
New York
$551K 5,760 – –
LW
414
Linscomb Wealth
Texas
$550K 5,748 +390 +7%
SSWM
415
Sheets Smith Wealth Management
North Carolina
$535K 5,600 – –
MJP
416
Michael J. Puzo
$522K 5,460 -140 -3%
RMDI
417
R.M. Davis Inc
Maine
$522K 5,457 – –
JWBC
418
J.W. Burns & Co
New York
$520K 5,435 -425 -7%
PSI
419
Pinnacle Summer Investments
Virginia
$509K 5,320 – –
CG
420
Caprock Group
Idaho
$508K 5,309 +5,309 New
PP
421
Palladium Partners
Virginia
$507K 5,306 – –
KCM
422
Karp Capital Management
California
$507K 5,300 +5,300 New
MMLI
423
Massachusetts Mutual Life Insurance
Massachusetts
$501K 5,240 -47 -0.9%
BFS
424
Bradley Foster & Sargent
Connecticut
$492K 5,149 -515 -9%
KA
425
Klingman & Associates
New York
$488K 5,107 +5,107 New
15 16
17
18 19