We are live on ! Find out more
IWF icon

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
ANTB
101
AMG National Trust Bank
Colorado
$13.6M -$94.5K -4,608 -0.7%
UBS AM
102
UBS AM
Illinois
$13.2M -$14M -683,956 -53%
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$13.2M +$6.88M +335,556 +120%
CA
104
Cetera Advisors
Colorado
$13.1M +$2.22M +108,084 +22%
William Blair & Company
105
William Blair & Company
Illinois
$12.8M +$284K +13,840 +2%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$12.2M +$525K +25,576 +5%
LFG
107
LifePlan Financial Group
Ohio
$12.1M +$9.28M +452,432 +407%
CAL
108
Capital Advisors Ltd
Ohio
$12M +$11.5M +559,440 New
UCFA
109
United Capital Financial Advisors
Texas
$11.5M +$460K +22,436 +4%
RJFSA
110
Raymond James Financial Services Advisors
Florida
$10.6M -$2.61M -127,224 -20%
1GA
111
1st Global Advisors
Texas
$10.4M +$342K +16,668 +4%
KAH
112
Kathryn A. Hall
$10.1M
QLMGAA
113
QS Legg Mason Global Asset Allocation
New York
$9.97M +$3.46M +168,888 +57%
GMA
114
Goldstein Munger & Associates
California
$9.63M -$274K -13,340 -3%
CAN
115
Cetera Advisor Networks
California
$9.53M -$1.45M -70,824 -14%
HCMT
116
Highland Capital Management (Tennessee)
Tennessee
$9.51M -$148K -7,220 -2%
Bessemer Group
117
Bessemer Group
New Jersey
$9.35M +$35.9K +1,748 +0.4%
Polen Capital Management
118
Polen Capital Management
Florida
$9.24M +$8.82M +430,096 New
EIM
119
Emerson Investment Management
Massachusetts
$9.18M +$67.7K +3,300 +0.8%
FB
120
Fulton Bank
Pennsylvania
$8.84M -$599K -29,208 -7%
CFB
121
Cullen/Frost Bankers
Texas
$8.3M +$237K +11,528 +3%
Barclays
122
Barclays
United Kingdom
$8.12M +$3.35M +163,224 +75%
HFS
123
HL Financial Services
Kentucky
$7.91M -$610K -29,740 -7%
P
124
Pitcairn
Pennsylvania
$7.77M +$2.28M +111,232 +44%
MPM
125
Meritage Portfolio Management
Kansas
$7.74M +$156K +7,580 +2%

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.