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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
CWM
476
Cranbrook Wealth Management
Michigan
$38K
1IC
477
1919 Investment Counsel
Maryland
$35K
WA
478
Winfield Associates
Ohio
$34K
OFS
479
Orrstown Financial Services
Pennsylvania
$31K
DAM
480
Delta Asset Management
Tennessee
$30K
SFSIG
481
San Francisco Sentry Investment Group
California
$28K -$31.6K -1,380 -53%
KPCM
482
Kings Point Capital Management
New York
$27K
EMA
483
Efficient Market Advisors
California
$27K +$26.8K +1,172 New
JIC
484
Joel Isaacson & Co
New York
$23K
TFO
485
Tarbox Family Office
California
$23K +$22.9K +1,000 New
HRIA
486
Haberer Registered Investment Advisor
Ohio
$21K
MA
487
MCF Advisors
Kentucky
$20K +$5.59K +244 +37%
ARMC
488
American Research & Management Company
Massachusetts
$18K
EWM
489
Edge Wealth Management
New York
$14K -$13.7K -600 -50%
CCS
490
Crosspoint Capital Strategies
California
$14K
MAM
491
Meeder Asset Management
Ohio
$14K
CMO
492
Covenant Multifamily Offices
Texas
$13K
Winslow Capital Management
493
Winslow Capital Management
Minnesota
$13K +$12.6K +548 New
TSW
494
Thompson Siegel & Walmsley
Virginia
$11K
SCA
495
Strategic Capital Alternatives
United States
$11K +$11.4K +496 New
LIA
496
LS Investment Advisors
Michigan
$10K
AIA
497
Alerus Investment Advisors
Minnesota
$8K -$275 -12 -3%
LFR
498
Lehman Financial Resources
Pennsylvania
$7K
NSIM
499
North Star Investment Management
Illinois
$7K
PO
500
Private Ocean
California
$7K

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.