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iShares Russell 1000 Growth ETF
IWF

507 hedge funds and large institutions have $14.2B invested in iShares Russell 1000 Growth ETF in 2014 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 178 increasing their positions, 191 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $5.32M | Put options by funds: $3.2M

66% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 29

7% more capital invested

Capital invested by funds: $13.3B → $14.2B (+$896M)

6.6% more ownership

Funds ownership: 230.72% → 237.32% (+6.6%)

3% more funds holding

Funds holding: 491 → 507 (+16)

7% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 191

5% less funds holding in top 10

Funds holding in top 10: 88 → 84 (-4)

Holders
507
Holders Change
+16
Holders Change %
+3.26%
% of All Funds
14.57%
Holding in Top 10
84
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.55%
% of All Funds
2.41%
New
48
Increased
178
Reduced
191
Closed
29
Calls
$5.32M
Puts
$3.2M
Net Calls
+$2.12M
Net Calls Change
+$1.62M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$176M
2
Goldman Sachs
Goldman Sachs
New York
+$106M
3
BIT
BlackRock Institutional Trust
California
+$93.6M
4
Deutsche Bank
Deutsche Bank
Germany
+$60.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$41.6M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$83.6M
2
IA
IndexIQ Advisors
New York
-$65.9M
3
RMPT
Raytheon Master Pension Trust
Massachusetts
-$49.4M
4
AIG
American International Group
New York
-$38.8M
5
BC
Brinker Capital
Pennsylvania
-$32.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
26
US Bancorp
Minnesota
$112M -$3.06M -139,460 -3%
ECM
27
ETrade Capital Management
Virginia
$111M +$12.5M +571,732 +13%
CB
28
Commerce Bank
Missouri
$106M -$17.8M -811,668 -15%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$104M -$4.99M -227,516 -5%
Citigroup
30
Citigroup
New York
$103M +$2.31M +105,460 +2%
BIT
31
BlackRock Institutional Trust
California
$103M +$93.6M +4,267,516 +1,636%
B
32
Baird
Wisconsin
$82.2M +$1.44M +65,848 +2%
Axa
33
Axa
France
$80.9M +$939K +42,800 +1%
WTNA
34
Wilmington Trust National Association
Delaware
$80.5M +$10.8M +492,280 +16%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$80.2M +$1.72M +78,536 +2%
TCIM
36
TIAA CREF Investment Management
New York
$72.7M -$26.3M -1,200,000 -27%
SI
37
Stephens Inc
Arkansas
$72.5M +$847K +38,588 +1%
Truist Financial
38
Truist Financial
North Carolina
$69.6M +$2.27M +103,644 +4%
WCM
39
Weyland Capital Management
New Hampshire
$65.7M -$89.1K -4,060 -0.1%
SCA
40
STALEY CAPITAL ADVISERS
Pennsylvania
$64.6M +$328K +14,960 +0.5%
SHGA
41
Sand Hill Global Advisors
California
$60.1M +$2.29M +104,280 +4%
JA
42
JOYN Advisors
Georgia
$59.7M -$1.34M -60,900 -2%
IA
43
IndexIQ Advisors
New York
$58.9M -$65.9M -3,002,304 -54%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$57.6M +$1.22M +55,536 +2%
BUB
45
BBVA USA Bancshares
Texas
$54.4M -$6.99M -318,736 -12%
WPW
46
Waldron Private Wealth
Pennsylvania
$52M +$2.11M +96,248 +4%
KT
47
Kanaly Trust
Texas
$50.2M -$514K -23,428 -1%
Ameriprise
48
Ameriprise
Minnesota
$47.6M -$210K -9,564 -0.5%
Stifel Financial
49
Stifel Financial
Missouri
$47.4M +$1.73M +78,772 +4%
TFA
50
Transamerica Financial Advisors
Florida
$46.8M +$4.18M +190,644 +10%
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IWF Hedge Fund Activity: Q2 2014 in Review

507 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2014, worth a combined $14.2B — up 6.8% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IWF positions and 29 closed out — a net gain of 19 holders — while 178 added to existing stakes and 191 trimmed.

The largest buyer was Bank of America, adding an estimated $176M. The largest seller was JP Morgan Chase, cutting an estimated $83.6M.

  • 507 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2014, up from 491 in Q1 2014.
  • Funds reported $14.2B of iShares Russell 1000 Growth ETF stock for Q2 2014, up 6.8% quarter-over-quarter.
  • 48 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2014 and 29 closed out, a net change of +19 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2014 was Bank of America, an estimated $176M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2014 was JP Morgan Chase, an estimated $83.6M sold.

Based on aggregated 13F filings for Q2 2014.