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iShares Russell 1000 Growth ETF

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: 8491 (+7)

4% more capital invested

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

0% less funds holding

Funds holding: 507505 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$117M +$12.5M +544,524 +12%
US Bancorp
27
US Bancorp
Minnesota
$113M +$162K +7,080 +0.1%
BCI
28
Brinker Capital Investments
Pennsylvania
$111M -$4.16M -181,744 -4%
Citigroup
29
Citigroup
New York
$107M +$3.4M +148,428 +3%
BIT
30
BlackRock Institutional Trust
California
$99.5M -$4.26M -186,028 -4%
Deutsche Bank
31
Deutsche Bank
Germany
$96.1M -$23.1M -1,008,356 -19%
CB
32
Commerce Bank
Missouri
$94.9M -$12.4M -541,284 -12%
Axa
33
Axa
France
$85.2M +$3.72M +162,400 +5%
B
34
Baird
Wisconsin
$84.1M +$1.33M +58,096 +2%
SHGA
35
Sand Hill Global Advisors
California
$73.7M +$13.1M +573,724 +22%
CM
36
Churchill Management
California
$72.8M +$71.2M +3,106,516 +4,362%
SI
37
Stephens Inc
Arkansas
$69.7M -$3.28M -143,128 -4%
TCIM
38
TIAA CREF Investment Management
New York
$68.7M -$4.58M -200,000 -6%
Truist Financial
39
Truist Financial
North Carolina
$68.3M -$1.92M -83,768 -3%
WCM
40
Weyland Capital Management
New Hampshire
$65.8M -$440K -19,228 -0.7%
SCA
41
STALEY CAPITAL ADVISERS
Pennsylvania
$64.8M -$357K -15,600 -0.5%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$57.2M +$29.2M +1,274,256 +104%
JA
43
JOYN Advisors
Georgia
$55.5M -$4.62M -201,812 -8%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$54M -$4.56M -199,024 -8%
BUB
45
BBVA USA Bancshares
Texas
$53.6M -$1.29M -56,188 -2%
WPW
46
Waldron Private Wealth
Pennsylvania
$53M +$604K +26,360 +1%
Wellington Management Group
47
Wellington Management Group
Massachusetts
$52.5M +$46.2M +2,018,452 +737%
IA
48
IndexIQ Advisors
New York
$50.7M -$8.58M -374,328 -14%
Ameriprise
49
Ameriprise
Minnesota
$50.6M +$2.73M +119,196 +6%
KeyBank National Association
50
KeyBank National Association
Ohio
$48.7M +$1.51M +66,028 +3%

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.