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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
BII
101
Baring International Investment
United Kingdom
$14.4M +$14.4M +671,760 New
ANTB
102
AMG National Trust Bank
Colorado
$13.1M -$610K -28,412 -4%
UBS AM
103
UBS AM
Illinois
$13M -$301K -14,004 -2%
William Blair & Company
104
William Blair & Company
Illinois
$12.8M -$116K -5,424 -0.9%
CAL
105
Capital Advisors Ltd
Ohio
$12.4M +$286K +13,312 +2%
CA
106
Cumberland Advisors
Florida
$12.2M +$12.1M +565,240 New
AT
107
Arden Trust
Delaware
$12.2M -$1.52M -70,976 -11%
LFG
108
LifePlan Financial Group
Ohio
$11.7M -$536K -24,972 -4%
RJFSA
109
Raymond James Financial Services Advisors
Florida
$11.6M +$831K +38,716 +8%
QLMGAA
110
QS Legg Mason Global Asset Allocation
New York
$11.3M +$1.21M +56,528 +12%
UCFA
111
United Capital Financial Advisors
Texas
$10.7M -$867K -40,380 -8%
FMBTD
112
First Midwest Bank Trust Division
Illinois
$10.3M +$5.71M +266,040 +127%
KAH
113
Kathryn A. Hall
$10.2M
TA
114
Teachers Advisors
New York
$10.1M +$10M +466,000 New
1GA
115
1st Global Advisors
Texas
$10.1M -$403K -18,780 -4%
MLICM
116
Metropolitan Life Insurance Company (MetLife)
New York
$10.1M +$4.16M +194,000 +72%
FBT
117
Founders Bank & Trust
Michigan
$9.88M +$9.79M +455,980 +50,664%
CAN
118
Cetera Advisor Networks
California
$9.81M +$198K +9,216 +2%
WAM
119
Wolverine Asset Management
Illinois
$9.76M -$6.4M -298,044 -40%
FA
120
FDx Advisors
Illinois
$9.72M +$2.79M +129,864 +41%
Bessemer Group
121
Bessemer Group
New Jersey
$9.63M +$220K +10,256 +2%
GMA
122
Goldstein Munger & Associates
California
$9.57M -$120K -5,612 -1%
PIM
123
Parasol Investment Management
Illinois
$9.34M +$6.41M +298,620 +224%
FB
124
Fulton Bank
Pennsylvania
$9.25M +$354K +16,476 +4%
BFA
125
Beaumont Financial Advisors
Massachusetts
$9.18M +$8.67M +403,848 +1,989%

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.