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iShares Russell 1000 Growth ETF
IWF

433 hedge funds and large institutions have $11.3B invested in iShares Russell 1000 Growth ETF in 2013 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 173 increasing their positions, 141 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 30

23% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 141

6% more funds holding in top 10

Funds holding in top 10: 71 → 75 (+4)

3% more funds holding

Funds holding: 422 → 433 (+11)

6.96% less ownership

Funds ownership: 223.8% → 216.84% (-7%)

41% less call options, than puts

Call options by funds: $22.6M | Put options by funds: $38M

81% less capital invested

Capital invested by funds: $60.6B → $11.3B (-$49.3B)

Holders
433
Holders Change
+11
Holders Change %
+2.61%
% of All Funds
14.04%
Holding in Top 10
75
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.63%
% of All Funds
2.43%
New
48
Increased
173
Reduced
141
Closed
30
Calls
$22.6M
Puts
$38M
Net Calls
-$15.4M
Net Calls Change
-$28.4M

Top Buyers

Rank Fund Capital Flow
1
RMPT
Raytheon Master Pension Trust
Massachusetts
+$114M
2
SMM
Stadion Money Management
Georgia
+$93.4M
3
Bank of America
Bank of America
North Carolina
+$83.6M
4
JA
JOYN Advisors
Georgia
+$47.2M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$42.1M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$540M
2
CM
Churchill Management
California
-$51.2M
3
TCIM
TIAA CREF Investment Management
New York
-$38.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$27M
5
Wells Fargo
Wells Fargo
California
-$18.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SMM
26
Stadion Money Management
Georgia
$95.3M +$93.4M +4,876,936 New
BCI
27
Brinker Capital Investments
Pennsylvania
$95.2M -$769K -40,168 -0.8%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$80.9M +$22.9M +1,198,332 +41%
TCIM
29
TIAA CREF Investment Management
New York
$78.2M -$38.3M -2,000,000 -33%
ECM
30
ETrade Capital Management
Virginia
$71.6M +$5.96M +311,212 +9%
SHGA
31
Sand Hill Global Advisors
California
$67.7M +$16.8M +877,300 +34%
Axa
32
Axa
France
$66.1M -$9.59M -500,800 -13%
Citigroup
33
Citigroup
New York
$65.2M +$3.31M +172,776 +5%
Deutsche Bank
34
Deutsche Bank
Germany
$60.9M +$28.3M +1,480,328 +91%
WTNA
35
Wilmington Trust National Association
Delaware
$59.7M +$3.58M +186,996 +7%
SI
36
Stephens Inc
Arkansas
$55M +$3.34M +174,428 +7%
SCA
37
STALEY CAPITAL ADVISERS
Pennsylvania
$54.9M -$15.3K -800 -0%
B
38
Baird
Wisconsin
$54.9M +$2.84M +148,604 +6%
WCM
39
Weyland Capital Management
New Hampshire
$54.2M +$1.49M +77,976 +3%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$53M -$6.04M -315,352 -10%
Truist Financial
41
Truist Financial
North Carolina
$50.6M +$3.02M +157,832 +6%
JA
42
JOYN Advisors
Georgia
$48.2M +$47.2M +2,465,864 New
BC
43
Brinker Capital
Pennsylvania
$47M +$25.5M +1,334,252 +124%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$45.6M -$727K -37,964 -2%
BUB
45
BBVA USA Bancshares
Texas
$43.4M -$789K -41,224 -2%
BIM
46
BlackRock Investment Management
Delaware
$42.7M +$1.52M +79,500 +4%
KT
47
Kanaly Trust
Texas
$42.7M -$178K -9,324 -0.4%
Ameriprise
48
Ameriprise
Minnesota
$40.3M -$1.44M -75,020 -4%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$39.6M -$8.13M -424,840 -17%
SNC
50
Stifel Nicolaus & Co
Missouri
$37.9M -$16.5M -860,932 -31%
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IWF Hedge Fund Activity: Q3 2013 in Review

433 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2013, worth a combined $11.3B — down 81% from $60.6B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IWF positions and 30 closed out — a net gain of 18 holders — while 173 added to existing stakes and 141 trimmed.

The largest buyer was Raytheon Master Pension Trust, opening a new position worth an estimated $114M. The largest seller was Fidelity Investments, cutting an estimated $540M.

  • 433 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2013, up from 422 in Q2 2013.
  • Funds reported $11.3B of iShares Russell 1000 Growth ETF stock for Q3 2013, down 81% quarter-over-quarter.
  • 48 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2013 and 30 closed out, a net change of +18 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2013 was Raytheon Master Pension Trust, an estimated $114M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2013 was Fidelity Investments, an estimated $540M sold.

Based on aggregated 13F filings for Q3 2013.