We are live on ! Find out more
IWF icon

iShares Russell 1000 Growth ETF

491 hedge funds and large institutions have $13.3B invested in iShares Russell 1000 Growth ETF in 2014 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 203 increasing their positions, 161 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more call options, than puts

Call options by funds: $708K | Put options by funds: $208K

26% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 161

6% more funds holding in top 10

Funds holding in top 10: 8388 (+5)

3.72% more ownership

Funds ownership: 227%230.72% (+3.7%)

3% more capital invested

Capital invested by funds: $12.9B → $13.3B (+$386M)

2% less funds holding

Funds holding: 502491 (-11)

15% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 48

Holders
491
Holders Change
-11
Holders Change %
-2.19%
% of All Funds
14.18%
Holding in Top 10
88
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.02%
% of All Funds
2.54%
New
41
Increased
203
Reduced
161
Closed
48
Calls
$708K
Puts
$208K
Net Calls
+$500K
Net Calls Change
-$557K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$45.6M +$241K +11,204 +0.5%
Stifel Financial
52
Stifel Financial
Missouri
$43.4M +$43.1M +2,006,188 New
KeyBank National Association
53
KeyBank National Association
Ohio
$43.1M +$3.75M +174,568 +10%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$41.6M -$838K -39,032 -2%
TFA
55
Transamerica Financial Advisors
Florida
$40.4M -$781K -36,384 -2%
CL
56
Choreo LLC
Illinois
$40.2M +$39.9M +1,858,924 New
Prudential Financial
57
Prudential Financial
New Jersey
$38.4M -$14.2K -660 -0%
CWA
58
Constellation Wealth Advisors
New York
$34.2M -$3.91M -182,080 -10%
WSTAM
59
Wilbanks Smith & Thomas Asset Management
Virginia
$33.5M +$10.5M +491,332 +46%
HighTower Advisors
60
HighTower Advisors
Illinois
$33.5M +$4.88M +227,100 +17%
PWAG
61
Polaris Wealth Advisory Group
California
$32.6M +$647K +30,116 +2%
AI
62
Accredited Investors
Minnesota
$31.2M -$1.01M -47,020 -3%
NA
63
Nottingham Advisors
New York
$30.7M +$528K +24,596 +2%
CHFS
64
Cobble Hill Financial Services
New Jersey
$30.3M -$2.58M -120,000 -8%
JMPWA
65
JP Morgan Private Wealth Advisors
California
$29M +$6.3M +293,372 +28%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$28.9M -$5.57M -259,636 -16%
SAM
67
Silvercrest Asset Management
New York
$28.7M +$1.46M +68,100 +5%
DADC
68
D.A. Davidson & Co
Montana
$27.8M +$335K +15,592 +1%
American Century Companies
69
American Century Companies
Missouri
$27.3M +$13.3M +621,744 +97%
MAM
70
Marquette Asset Management
Minnesota
$26.3M -$1.42M -66,180 -5%
CS
71
Credit Suisse
Switzerland
$25.8M -$992K -46,208 -4%
I2I
72
Insight 2811 Inc
Illinois
$25.5M +$1.12M +52,228 +5%
FCI
73
Financial Counselors Inc
Kansas
$25.5M +$1.46M +68,048 +6%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$25.2M -$716K -33,360 -3%
BJL
75
Brighton Jones LLC
Washington
$25.2M -$2.45M -114,164 -9%

IWF Hedge Fund Activity: Q1 2014 in Review

491 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2014, worth a combined $13.3B — up 3% from $12.9B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of IWF and 41 opened new positions — a net loss of 7 holders — while 161 trimmed existing stakes and 203 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $198M. The largest seller was Stadion Money Management, exiting entirely with an estimated $239M sold.

  • 491 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2014, down from 502 in Q4 2013.
  • Funds reported $13.3B of iShares Russell 1000 Growth ETF stock for Q1 2014, up 3% quarter-over-quarter.
  • 41 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2014 and 48 closed out, a net change of -7 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2014 was Parametric Portfolio Associates, an estimated $198M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2014 was Stadion Money Management, an estimated $239M sold.

Based on aggregated 13F filings for Q1 2014.