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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
SSB
476
Sandy Spring Bank
Maryland
$37K +$34.9K +1,700 New
WA
477
Winfield Associates
Ohio
$37K +$34.9K +1,700 New
FAM
478
Fred Alger Management
New York
$36K +$34K +1,656 New
1IC
479
1919 Investment Counsel
Maryland
$33K
MPWT
480
MassMutual Private Wealth & Trust
Connecticut
$32.7K +$31.3K +1,524 New
ARMC
481
American Research & Management Company
Massachusetts
$32K
DAM
482
Delta Asset Management
Tennessee
$32K
EWM
483
Edge Wealth Management
New York
$26K
KPCM
484
Kings Point Capital Management
New York
$25K
WCM
485
Windsor Capital Management
Arizona
$22K -$25.4K -1,240 -54%
JIC
486
Joel Isaacson & Co
New York
$21K -$30.5K -1,488 -60%
SMU
487
Signet Management USA
Virginia
$21K +$19.8K +964 New
LWA
488
Lenox Wealth Advisors
New York
$20K +$6.4K +312 +49%
HRIA
489
Haberer Registered Investment Advisor
Ohio
$19K
FBT
490
Founders Bank & Trust
Michigan
$18K +$18.5K +900 New
MA
491
MCF Advisors
Kentucky
$14K +$5.66K +276 +71%
CCS
492
Crosspoint Capital Strategies
California
$14K +$12.6K +612 New
PO
493
Private Ocean
California
$14K +$13K +632 New
MBT
494
Monroe Bank & Trust
Michigan
$9K
LIA
495
LS Investment Advisors
Michigan
$9K +$8.78K +428 New
AIA
496
Alerus Investment Advisors
Minnesota
$8K
First Manhattan
497
First Manhattan
New York
$8K
LFR
498
Lehman Financial Resources
Pennsylvania
$6K
BFEC
499
Benjamin F. Edwards & Company
Missouri
$5K -$2.54K -124 -35%
HR
500
Howe & Rusling
New York
$4K

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.