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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
GMA
126
Goldstein Munger & Associates
California
$9.99M +$5.04K +220 +0.1%
PFBT
127
Parkside Financial Bank & Trust
Missouri
$9.87M +$552K +24,096 +6%
Barclays
128
Barclays
United Kingdom
$9.85M -$2.28M -99,540 -19%
RMPT
129
Raytheon Master Pension Trust
Massachusetts
$9.84M +$9.84M +429,644 New
EIM
130
Emerson Investment Management
Massachusetts
$9.06M -$144K -6,272 -2%
IH
131
IFC Holdings
Florida
$9.05M +$461K +20,128 +5%
PIM
132
Parasol Investment Management
Illinois
$8.99M -$342K -14,920 -4%
HCMT
133
Highland Capital Management (Tennessee)
Tennessee
$8.97M -$450K -19,628 -5%
FMBTD
134
First Midwest Bank Trust Division
Illinois
$8.89M -$1.1M -48,140 -11%
Two Sigma Advisers
135
Two Sigma Advisers
New York
$8.87M +$8.87M +387,040 New
RCAG
136
Rehmann Capital Advisory Group
Michigan
$8.79M -$396K -17,288 -4%
GIA
137
GHP Investment Advisors
Colorado
$7.94M -$3.67K -160 -0%
MM
138
Meridian Management
Arkansas
$7.83M -$9.62K -420 -0.1%
FNBOO
139
First National Bank of Omaha
Nebraska
$7.81M +$319K +13,908 +4%
FB
140
Fulton Bank
Pennsylvania
$7.66M -$1.07M -46,816 -12%
HFS
141
HL Financial Services
Kentucky
$7.61M -$63K -2,752 -0.8%
V
142
Veritable
Delaware
$7.48M -$43.1K -1,880 -0.6%
AIA
143
Arbor Investment Advisors
North Carolina
$7.32M -$382K -16,688 -5%
RJT
144
Raymond James Trust
Florida
$7.32M +$60.8K +2,652 +0.8%
AWP
145
Ascent Wealth Partners
New York
$7.29M +$144K +6,268 +2%
CG
146
Colony Group
Massachusetts
$6.99M -$104K -4,528 -1%
HCC
147
Hirtle Callaghan & Co
Pennsylvania
$6.94M
SI
148
SII Investments
Wisconsin
$6.89M +$379K +16,532 +6%
Kayne Anderson Rudnick Investment Management
149
Kayne Anderson Rudnick Investment Management
California
$6.87M -$87.5K -3,820 -1%
PAG
150
Private Advisor Group
New Jersey
$6.85M +$537K +23,436 +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.