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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
BA
76
Boston Advisors
Massachusetts
$25M
NFG
77
Nadler Financial Group
Illinois
$24.6M +$620K +27,064 +3%
CL
78
CPWM LLC
Washington
$24.4M +$35.3K +1,540 +0.1%
FBFS
79
First Business Financial Services
Wisconsin
$24.3M +$1.93M +84,340 +9%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$24.1M +$4.16M +181,712 +21%
CS
81
Credit Suisse
Switzerland
$22.6M -$1.28M -55,892 -5%
American Century Companies
82
American Century Companies
Missouri
$22.5M -$2.59M -113,120 -10%
BC
83
Brinker Capital
Pennsylvania
$22.4M -$201K -8,760 -0.9%
FBNAT
84
FirstMerit Bank N.A. Trustee
Ohio
$22.3M -$11K -480 -0%
PWAG
85
Polaris Wealth Advisory Group
California
$22.2M +$8.48M +369,992 +62%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$22M +$77.5K +3,384 +0.4%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$21.6M +$2.06M +89,828 +11%
PI
88
Placemark Investments
Illinois
$21.5M +$661K +28,852 +3%
FA
89
FDx Advisors
Illinois
$20.3M +$4.95M +215,868 +32%
OC
90
Oakworth Capital
Alabama
$20.3M +$724K +31,600 +4%
BJL
91
Brighton Jones LLC
Washington
$20.1M -$1.26M -55,004 -6%
WAM
92
Wolverine Asset Management
Illinois
$19.6M +$6.04M +263,856 +44%
CA
93
Cetera Advisors
Colorado
$19.3M +$1M +43,660 +5%
TAG
94
Tactical Allocation Group
Michigan
$18.4M +$18.4M +802,752 New
SP
95
Stairway Partners
Illinois
$18.4M +$1.76M +76,976 +11%
BAM
96
Baring Asset Management
United Kingdom
$18.2M +$18.1M +791,256 New
QLMGAA
97
QS Legg Mason Global Asset Allocation
New York
$18M +$5.22M +227,728 +41%
BTS
98
BB&T Securities
Virginia
$17.2M +$1.23M +53,680 +251%
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$16.8M +$635K +27,732 +4%
RFC
100
Regions Financial Corp
Alabama
$16.7M -$860K -37,556 -5%

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.