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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
US Bancorp
26
US Bancorp
Minnesota
$106M -$15.3M -747,768 -13%
BCI
27
Brinker Capital Investments
Pennsylvania
$104M -$213K -10,364 -0.2%
BIM
28
BlackRock Investment Management
Delaware
$102M +$52.3M +2,547,364 +117%
ECM
29
ETrade Capital Management
Virginia
$85.1M +$6.13M +298,740 +8%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$79M -$9.54M -465,000 -11%
Axa
31
Axa
France
$75.1M +$2.32M +113,080 +3%
Citigroup
32
Citigroup
New York
$72.7M +$1.03M +50,252 +2%
WTNA
33
Wilmington Trust National Association
Delaware
$64.8M -$747K -36,392 -1%
B
34
Baird
Wisconsin
$63.2M +$2.78M +135,380 +5%
SI
35
Stephens Inc
Arkansas
$62.9M +$2.33M +113,676 +4%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$62.7M +$4.25M +207,088 +8%
AIG
37
American International Group
New York
$62.5M +$54.7M +2,668,636 +1,111%
SCA
38
STALEY CAPITAL ADVISERS
Pennsylvania
$60.5M +$197K +9,600 +0.3%
WCM
39
Weyland Capital Management
New Hampshire
$60.4M +$802K +39,112 +1%
Truist Financial
40
Truist Financial
North Carolina
$60.3M +$4.47M +217,780 +8%
BUB
41
BBVA USA Bancshares
Texas
$57.2M +$9.05M +441,140 +20%
JA
42
JOYN Advisors
Georgia
$54M +$949K +46,236 +2%
VF
43
Virtu Financial
New York
$53.9M +$51.5M +2,508,572 New
WPW
44
Waldron Private Wealth
Pennsylvania
$53.7M +$51.3M +2,499,456 New
SHGA
45
Sand Hill Global Advisors
California
$53.2M -$20.2M -984,836 -28%
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$51.6M +$2.67M +129,904 +6%
BC
47
Brinker Capital
Pennsylvania
$51.2M -$462K -22,512 -0.9%
BMM
48
Berkshire Money Management
Massachusetts
$49.5M +$29.5M +1,438,300 +166%
Deutsche Bank
49
Deutsche Bank
Germany
$47.4M -$18.6M -908,632 -29%
KT
50
Kanaly Trust
Texas
$47M +$31.3K +1,524 +0.1%

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.