We are live on ! Find out more
IWF icon

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
MBT
101
Montecito Bank & Trust
California
$16.5M -$233K -10,152 -1%
HS
102
Huntington Steele
Pennsylvania
$15.8M +$30.5K +1,332 +0.2%
NFA
103
Nationwide Fund Advisors
Ohio
$15.4M -$247K -10,776 -2%
CHFS
104
Cobble Hill Financial Services
New Jersey
$15.1M -$13.7M -600,000 -48%
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$15.1M -$237K -10,356 -2%
UCFA
106
United Capital Financial Advisors
Texas
$14.6M +$5.03M +219,416 +53%
JIC
107
Johnson Investment Counsel
Ohio
$13.9M -$406K -17,744 -3%
William Blair & Company
108
William Blair & Company
Illinois
$13.4M -$9.35K -408 -0.1%
DCC
109
Dow Chemical Company
Michigan
$13.3M -$2.75M -120,000 -17%
AssetMark Inc
110
AssetMark Inc
California
$13.3M +$8.31M +362,528 +167%
MLICM
111
Metropolitan Life Insurance Company (MetLife)
New York
$13.1M +$2.89M +126,000 +28%
CAL
112
Capital Advisors Ltd
Ohio
$13.1M -$21.4K -932 -0.2%
CAN
113
Cetera Advisor Networks
California
$12.8M +$296K +12,912 +2%
NPC
114
National Planning Corporation
California
$12.7M +$3.51M +153,116 +38%
RJFSA
115
Raymond James Financial Services Advisors
Florida
$12.5M +$12.5M +546,648 New
LFG
116
LifePlan Financial Group
Ohio
$12.3M +$75.6K +3,300 +0.6%
1SB
117
1ST Source Bank
Indiana
$12M +$3.25M +141,880 +37%
ANTB
118
AMG National Trust Bank
Colorado
$11.6M -$2.1M -91,492 -15%
HMC
119
Higher Moment Capital
Massachusetts
$11.4M +$7.77M +339,200 +212%
TA
120
Teachers Advisors
New York
$11.1M +$11.1M +483,660 New
AT
121
Arden Trust
Delaware
$10.7M -$753K -32,876 -7%
CFB
122
Cullen/Frost Bankers
Texas
$10.5M +$291K +12,688 +3%
1GA
123
1st Global Advisors
Texas
$10.3M -$386K -16,860 -4%
Bessemer Group
124
Bessemer Group
New Jersey
$10.3M -$51.2K -2,236 -0.5%
AIG
125
American International Group
New York
$10.2M +$821K +35,848 +9%

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.