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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
VDI
426
Vaughan David Investments
Illinois
$249K
SFSG
427
Stearns Financial Services Group
North Carolina
$248K +$328 +16 +0.1%
CFN
428
Cordasco Financial Network
Florida
$239K +$228K +11,116 New
BFG
429
Beacon Financial Group
Texas
$236K -$218K -10,624 -49%
AIM
430
Aspen Investment Management
Michigan
$228K -$23.8K -1,160 -10%
BAC
431
Boys Arnold & Co
North Carolina
$223K +$213K +10,400 New
SC
432
Stratford Consulting
Texas
$221K
FPCP
433
Fort Point Capital Partners
California
$221K +$211K +10,292 New
N
434
Nuveen
North Carolina
$221K +$211K +10,308 New
QCMC
435
Quantum Capital Management (California)
California
$219K +$210K +10,212 New
JFA
436
JNBA Financial Advisors
Minnesota
$216K
MIP
437
Marietta Investment Partners
Wisconsin
$215K +$205K +10,000 New
CWM
438
Cabot Wealth Management
Massachusetts
$214K -$15.8K -768 -7%
MM
439
Main Management
California
$214K +$204K +9,940 New
HCM
440
Harvest Capital Management
New Hampshire
$207K +$198K +9,640 New
GLA
441
Great Lakes Advisors
Illinois
$206K -$37.3K -1,820 -16%
FMII
442
Farmers & Merchants Investments Inc
Nebraska
$199K
BRWA
443
B. Riley Wealth Advisors
Florida
$197K -$31.5K -1,536 -14%
PAS
444
Partnervest Advisory Services
California
$190K +$73.1K +3,564 +68%
ATC
445
Adirondack Trust Company
New York
$185K +$176K +8,600 New
TWA
446
TCI Wealth Advisors
Arizona
$184K +$59.2K +2,884 +51%
HF
447
Hoxton Financial
West Virginia
$171K +$23.7K +1,156 +17%
WA
448
Waverly Advisors
Alabama
$145K
LNB
449
Ledyard National Bank
$143K +$137K +6,660 New
M
450
MOTCO
Texas
$132K

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.