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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
CWM
451
Cranbrook Wealth Management
Michigan
$127K +$121K +5,908 New
ASN
452
Advisory Services Network
Georgia
$126K +$120K +5,856 New
OFS
453
Orrstown Financial Services
Pennsylvania
$124K -$24.6K -1,200 -17%
BBHC
454
Brown Brothers Harriman & Co
New York
$123K +$11.3K +552 +11%
PTC
455
Private Trust Company
Ohio
$120K +$3.69K +180 +3%
QAM
456
QCI Asset Management
New York
$114K +$4.18K +204 +4%
MAM
457
Meeder Asset Management
Ohio
$106K +$88.2K +4,300 +698%
PFO
458
Pathstone Family Office
New Jersey
$105K
SMG
459
Spectrum Management Group
Indiana
$105K +$101K +4,900 New
IAS
460
INR Advisory Services
Pennsylvania
$103K -$14K -680 -12%
MFBTD
461
MB Financial Bank - Trust Department
Illinois
$101K
BOK
462
Bank of Kentucky
Kentucky
$86K
PR
463
Payden & Rygel
California
$86K
WEC
464
Winslow Evans & Crocker
Massachusetts
$80K +$75.9K +3,700 New
CTC
465
Central Trust Company
Missouri
$68K +$11.5K +560 +21%
TCM
466
TD Capital Management
Tennessee
$61K +$246 +12 +0.4%
PCTC
467
Perkins Coie Trust Company
Washington
$54K +$51.3K +2,500 New
KCPG
468
Kavar Capital Partners Group
Kansas
$51K +$49K +2,388 New
TF
469
Tompkins Financial
New York
$50K +$47.8K +2,328 New
BAM
470
Brave Asset Management
New Jersey
$47K +$44.9K +2,188 New
TIM
471
Tortoise Investment Management
New York
$43K
TCM
472
Tradewinds Capital Management
Washington
$43K +$40.9K +1,992 New
MAS
473
Madden Advisory Services
Florida
$40K +$13.7K +668 +56%
SFSIG
474
San Francisco Sentry Investment Group
California
$39K
CMO
475
Covenant Multifamily Offices
Texas
$38K +$35.9K +1,748 New

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.