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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
Ameriprise
51
Ameriprise
Minnesota
$45.1M +$700K +34,144 +2%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$42.2M -$1.25M -60,872 -3%
TFA
53
Transamerica Financial Advisors
Florida
$41M +$1.36M +66,532 +4%
KeyBank National Association
54
KeyBank National Association
Ohio
$39.1M +$438K +21,332 +1%
SG Americas Securities
55
SG Americas Securities
New York
$39M +$30.4M +1,481,684 +445%
Prudential Financial
56
Prudential Financial
New Jersey
$38.1M -$921K -44,876 -2%
CWA
57
Constellation Wealth Advisors
New York
$37.9M +$161K +7,840 +0.4%
PWPCM
58
Perella Weinberg Partners Capital Management
New York
$35.5M
HSBC Holdings
59
HSBC Holdings
United Kingdom
$34.2M +$1.93M +93,996 +6%
CHFS
60
Cobble Hill Financial Services
New Jersey
$32.7M
AI
61
Accredited Investors
Minnesota
$32M -$226K -11,004 -0.7%
PWAG
62
Polaris Wealth Advisory Group
California
$31.7M +$12.5M +610,440 +71%
NA
63
Nottingham Advisors
New York
$29.9M +$630K +30,708 +2%
HighTower Advisors
64
HighTower Advisors
Illinois
$28.4M +$4.04M +196,856 +17%
DCC
65
Dow Chemical Company
Michigan
$28.2M +$5.74M +280,000 +27%
MAM
66
Marquette Asset Management
Minnesota
$27.6M -$1.26M -61,192 -5%
BJL
67
Brighton Jones LLC
Washington
$27.4M -$1.05M -51,352 -4%
DADC
68
D.A. Davidson & Co
Montana
$27.3M +$68.7K +3,348 +0.3%
SAM
69
Silvercrest Asset Management
New York
$27M +$18.8M +915,760 +268%
CS
70
Credit Suisse
Switzerland
$26.6M +$2.91M +141,768 +13%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$25.8M +$1.25M +60,848 +5%
BIT
72
BlackRock Institutional Trust
California
$25.6M +$4.66M +226,908 +24%
GW
73
GW & Wade
Massachusetts
$24.6M +$881K +42,956 +4%
CL
74
CPWM LLC
Washington
$24.3M -$1.09M -53,040 -4%
I2I
75
Insight 2811 Inc
Illinois
$24.2M -$329K -16,032 -1%

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.