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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
PFBT
126
Parkside Financial Bank & Trust
Missouri
$7.67M +$387K +18,860 +6%
FIMS
127
FBL Investment Management Services
Iowa
$7.58M -$4.3M -209,760 -37%
GIA
128
GHP Investment Advisors
Colorado
$7.44M +$44.1K +2,148 +0.6%
HI
129
Horizon Investments
North Carolina
$7.27M +$1.5M +73,284 +28%
AIA
130
Arbor Investment Advisors
North Carolina
$7.23M -$248K -12,064 -3%
MM
131
Meridian Management
Arkansas
$7.23M +$109K +5,328 +2%
Mariner
132
Mariner
Kansas
$7.14M +$37.9K +1,848 +0.6%
CA
133
Commerzbank Aktiengesellschaft
Germany
$7.01M +$6.89M +336,000 New
V
134
Veritable
Delaware
$6.99M -$28K -1,364 -0.4%
FA
135
FDx Advisors
Illinois
$6.86M +$4.89M +238,172 +294%
RCAG
136
Rehmann Capital Advisory Group
Michigan
$6.78M -$85.8K -4,184 -1%
FNBOO
137
First National Bank of Omaha
Nebraska
$6.7M +$745K +36,304 +13%
MA
138
MUFG Americas
New York
$6.65M +$418K +20,388 +7%
HCC
139
Hirtle Callaghan & Co
Pennsylvania
$6.51M
Kayne Anderson Rudnick Investment Management
140
Kayne Anderson Rudnick Investment Management
California
$6.48M -$6.4K -312 -0.1%
PSW
141
Portfolio Strategies (Washington)
Washington
$6.44M +$6.15M +299,928 New
CAM
142
ClariVest Asset Management
California
$6.14M
JRP
143
Jasper Ridge Partners
California
$5.99M
1IA
144
1834 Investment Advisors
Wisconsin
$5.89M -$5.33K -260 -0.1%
AWP
145
Ascent Wealth Partners
New York
$5.88M +$5.61M +273,408 New
WSFS
146
Wilmington Savings Fund Society
Delaware
$5.87M -$368K -17,940 -6%
IH
147
IFC Holdings
Florida
$5.87M +$953K +46,476 +20%
TC
148
Telemus Capital
Michigan
$5.84M +$385K +18,752 +7%
WT
149
Whittier Trust
California
$5.83M +$38K +1,852 +0.7%
CFS
150
Community Financial System
New York
$5.81M -$61.9K -3,016 -1%

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.