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iShares Russell 1000 Growth ETF
IWF

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: 84 → 91 (+7)

4% more capital invested

Capital invested by funds: $14.2B → $14.7B (+$532M)

0% less funds holding

Funds holding: 507 → 505 (-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

Top Buyers

Rank Fund Capital Flow
1
M&T Bank
M&T Bank
New York
+$257M
2
CM
Churchill Management
California
+$71.2M
3
BIM
BlackRock Investment Management
Delaware
+$49.8M
4
CC
Curian Capital
Colorado
+$47.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$46.2M

Top Sellers

Rank Fund Capital Flow
1
BDF
Balasa Dinverno & Foltz
-$81.1M
2
Goldman Sachs
Goldman Sachs
New York
-$60.8M
3
JP Morgan Chase
JP Morgan Chase
New York
-$28.1M
4
Wells Fargo
Wells Fargo
California
-$24.9M
5
Deutsche Bank
Deutsche Bank
Germany
-$23.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TBA
451
Train Babcock Advisors
New York
$201K -$2.29K -100 -1%
BRWM
452
B. Riley Wealth Management
Tennessee
$201K +$5.96K +260 +3%
ATC
453
Adirondack Trust Company
New York
$189K – – –
JFA
454
JNBA Financial Advisors
Minnesota
$180K -$50K -2,184 -22%
LNB
455
Ledyard National Bank
$163K – – –
EAMA
456
EFG Asset Management (Americas)
Florida
$161K -$48.8K -2,128 -23%
CTC
457
Central Trust Company
Missouri
$160K – – –
TWA
458
TCI Wealth Advisors
Arizona
$146K – – –
SJIM
459
St. Johns Investment Management
Florida
$135K – – –
SMG
460
Spectrum Management Group
Indiana
$112K – – –
HF
461
Hoxton Financial
West Virginia
$94K – – –
BOK
462
Bank of Kentucky
Kentucky
$92K – – –
PR
463
Payden & Rygel
California
$92K – – –
PFO
464
Pathstone Family Office
New Jersey
$90K +$89.8K +3,920 New
ECM
465
Exchange Capital Management
Michigan
$73K +$73.3K +3,200 New
First Manhattan
466
First Manhattan
New York
$65K – – –
TCM
467
TD Capital Management
Tennessee
$65K – – –
MCM
468
Munder Capital Management
Michigan
$64K -$775K -33,820 -92%
PCTC
469
Perkins Coie Trust Company
Washington
$57K – – –
TF
470
Tompkins Financial
New York
$53K – – –
BAM
471
Brave Asset Management
New Jersey
$50K – – –
TIM
472
Tortoise Investment Management
New York
$46K -$1.56K -68 -3%
TCM
473
Tradewinds Capital Management
Washington
$46K – – –
MAS
474
Madden Advisory Services
Florida
$43K – – –
QAM
475
QCI Asset Management
New York
$39K – – –
17 18
19
20 21

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.