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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
KT
51
Kanaly Trust
Texas
$48.3M -$2.33M -101,632 -5%
TFA
52
Transamerica Financial Advisors
Florida
$48M +$832K +36,328 +2%
Stifel Financial
53
Stifel Financial
Missouri
$48M +$234K +10,236 +0.5%
HighTower Advisors
54
HighTower Advisors
Illinois
$44.6M +$5.9M +257,464 +15%
BMM
55
Berkshire Money Management
Massachusetts
$43.2M +$2.39M +104,220 +6%
CL
56
Choreo LLC
Illinois
$41M -$756K -32,984 -2%
Prudential Financial
57
Prudential Financial
New Jersey
$40.5M
CWA
58
Constellation Wealth Advisors
New York
$37.4M
AI
59
Accredited Investors
Minnesota
$36.1M +$3.14M +137,196 +10%
SAM
60
Silvercrest Asset Management
New York
$35.5M +$5.1M +222,568 +17%
Two Sigma Investments
61
Two Sigma Investments
New York
$34.7M +$33.8M +1,473,556 +3,629%
WSTAM
62
Wilbanks Smith & Thomas Asset Management
Virginia
$33.1M -$3.54M -154,704 -10%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$31.9M -$1.71M -74,428 -5%
MG
64
Mather Group
Illinois
$31.8M +$4.15M +181,236 +15%
JMPWA
65
JP Morgan Private Wealth Advisors
California
$31.7M +$642K +28,032 +2%
NA
66
Nottingham Advisors
New York
$31M -$1.68M -73,140 -5%
DADC
67
D.A. Davidson & Co
Montana
$30.2M +$1.2M +52,440 +4%
BFA
68
Beaumont Financial Advisors
Massachusetts
$30M +$15.7M +683,344 +109%
HSBC Holdings
69
HSBC Holdings
United Kingdom
$29.8M -$182K -7,948 -0.6%
I2I
70
Insight 2811 Inc
Illinois
$28.6M +$608K +26,548 +2%
BF
71
BOK Financial
Oklahoma
$28.6M -$1.35M -58,776 -5%
GW
72
GW & Wade
Massachusetts
$27.1M +$303K +13,220 +1%
BIM
73
Bridges Investment Management
Nebraska
$26.8M +$117K +5,100 +0.4%
MAM
74
Marquette Asset Management
Minnesota
$25.8M -$1.24M -54,264 -5%
FCI
75
Financial Counselors Inc
Kansas
$25.5M -$528K -23,040 -2%

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.