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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
MG
76
Mather Group
Illinois
$24M -$163K -7,964 -0.7%
FCI
77
Financial Counselors Inc
Kansas
$23.9M +$1.68M +82,004 +8%
NFG
78
Nadler Financial Group
Illinois
$23.8M +$1.29M +62,904 +6%
BIM
79
Bridges Investment Management
Nebraska
$23.3M +$426K +20,780 +2%
BA
80
Boston Advisors
Massachusetts
$23.3M +$878K +42,800 +4%
WSTAM
81
Wilbanks Smith & Thomas Asset Management
Virginia
$22.7M +$584K +28,460 +3%
JMPWA
82
JP Morgan Private Wealth Advisors
California
$22.5M +$468K +22,788 +2%
M&T Bank
83
M&T Bank
New York
$22.4M -$456K -22,212 -2%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$19.8M +$128K +6,228 +0.7%
FBFS
85
First Business Financial Services
Wisconsin
$19.8M +$7.55M +367,884 +66%
BF
86
BOK Financial
Oklahoma
$19.2M +$745K +36,316 +4%
OC
87
Oakworth Capital
Alabama
$18.8M +$17.9M +873,808 New
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$18.4M +$1.55M +75,348 +10%
PI
89
Placemark Investments
Illinois
$18.3M +$2.55M +124,108 +17%
RFC
90
Regions Financial Corp
Alabama
$17.3M +$2.46M +120,068 +18%
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$16.6M +$346K +16,852 +2%
MBT
92
Montecito Bank & Trust
California
$16.3M -$478K -23,300 -3%
JIC
93
Johnson Investment Counsel
Ohio
$16.2M -$1.74M -84,584 -10%
WAM
94
Wolverine Asset Management
Illinois
$16.1M +$5.95M +289,920 +63%
FBNAT
95
FirstMerit Bank N.A. Trustee
Ohio
$15.9M -$2.14M -104,108 -12%
HS
96
Huntington Steele
Pennsylvania
$14.8M +$129K +6,300 +0.9%
LFWA
97
LBJ Family Wealth Advisors
Texas
$14.5M +$13.6M +664,980 New
SP
98
Stairway Partners
Illinois
$14.3M +$7.21M +351,572 +111%
American Century Companies
99
American Century Companies
Missouri
$13.7M -$6.38M -311,008 -33%
AT
100
Arden Trust
Delaware
$13.6M -$3.58M -174,260 -22%

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.