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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
BWFA
501
Baltimore-Washington Financial Advisors
Maryland
$7K +$7.15K +312 New
BFEC
502
Benjamin F. Edwards & Company
Missouri
$5K
Thrivent Financial for Lutherans
503
Thrivent Financial for Lutherans
Minnesota
$5K +$5.32K +232 New
TAT
504
TD Ameritrade Trust
Colorado
$2K +$92 +4 +5%
Manulife (Manufacturers Life Insurance)
505
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.76K +$28.7K +1,252 +2%
NG
506
NatWest Group
United Kingdom
$801 -$108K -4,724 -12%
CA
507
Cumberland Advisors
Florida
-$12.6M -554,780 Closed
MSU
508
Maple Securities USA
New Jersey
-$2.76M -121,600 Closed
KAH
509
Kathryn A. Hall
-$1.66M -72,944 Closed
Millennium Management
510
Millennium Management
New York
-$1.4M -61,540 Closed
CAPTRUST Financial Advisors
511
CAPTRUST Financial Advisors
North Carolina
-$1.27M -55,792 Closed
VKH
512
Virtu KCG Holdings
New York
-$1.16M -51,196 Closed
IPC
513
Independent Portfolio Consultants
Florida
-$949K -41,740 Closed
CS
514
Comerica Securities
Michigan
-$942K -41,424 Closed
TAM
515
Tocqueville Asset Management
New York
-$558K -24,564 Closed
JCM
516
Janney Capital Management
Pennsylvania
-$434K -19,092 Closed
FTUS
517
Flow Traders U.S.
New York
-$273K -12,000 Closed
DSAM
518
Dock Street Asset Management
Florida
-$259K -11,408 Closed
Sands Capital Management
519
Sands Capital Management
Virginia
-$237K -10,440 Closed
ZIM
520
Zacks Investment Management
Illinois
-$234K -10,304 Closed
ST
521
Sentinel Trust
Texas
-$223K -9,800 Closed
NFG
522
NewFocus Financial Group
Washington
-$220K -9,688 Closed
GP
523
Girard Partners
Pennsylvania
-$207K -9,096 Closed
Parallax Volatility Advisers
524
Parallax Volatility Advisers
California
-$161K -7,072 Closed
BCAM
525
Boston Common Asset Management
Massachusetts
-$57K -2,500 Closed

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.