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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
MLICM
151
Metropolitan Life Insurance Company (MetLife)
New York
$5.81M -$3.23M -157,600 -37%
SC
152
SouthState Corp
Florida
$5.7M -$5.83K -284 -0.1%
LNC
153
Lincoln National Corp
Pennsylvania
$5.44M +$5.2M +253,252 New
TCM
154
Twele Capital Management
Minnesota
$5.36M
CCWA
155
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.28M +$302K +14,724 +6%
1SB
156
1ST Source Bank
Indiana
$5.12M +$1.26M +61,180 +35%
RCM
157
RNC Capital Management
California
$5.04M +$51.3K +2,500 +1%
JFG
158
JMG Financial Group
Illinois
$5.04M +$210K +10,260 +5%
EWM
159
Evercore Wealth Management
New York
$5.02M +$114K +5,580 +2%
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
$4.88M +$4.66M +227,060 New
NPC
161
National Planning Corporation
California
$4.83M +$1.18M +57,684 +35%
Wellington Management Group
162
Wellington Management Group
Massachusetts
$4.57M +$1.62M +79,092 +59%
MSU
163
Maple Securities USA
New Jersey
$4.55M -$320K -15,600 -7%
PMG
164
ProVise Management Group
Florida
$4.53M +$84.9K +4,140 +2%
RJT
165
Raymond James Trust
Florida
$4.52M +$529K +25,784 +14%
PAG
166
Private Advisor Group
New Jersey
$4.5M +$4.3M +209,400 New
FMBTD
167
First Midwest Bank Trust Division
Illinois
$4.5M +$3.31M +161,460 +338%
DDPIC
168
Deroy & Devereaux Private Investment Counsel
Michigan
$4.45M -$328K -16,000 -7%
AAS
169
Annex Advisory Services
Wisconsin
$4.41M -$1.61M -78,480 -28%
RTS
170
Round Table Services
New Jersey
$4.41M -$1.79M -87,040 -30%
Winslow Capital Management
171
Winslow Capital Management
Minnesota
$4.24M +$4.05M +197,472 New
BTS
172
BB&T Securities
Virginia
$4.13M +$82K +3,996 +26%
CBU
173
CIBC Bank USA
Illinois
$4.04M +$134K +6,508 +4%
AB
174
Amalgamated Bank
New York
$4.02M +$435K +21,200 +13%
HTC
175
Haverford Trust Company
Pennsylvania
$3.85M +$3.67M +179,008 New

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.