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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
TC
151
Telemus Capital
Michigan
$6.78M -$348K -15,208 -5%
RhumbLine Advisers
152
RhumbLine Advisers
Massachusetts
$6.72M +$6.72M +293,440 New
MA
153
MUFG Americas
New York
$6.66M -$236K -10,320 -3%
SIAS
154
Shine Investment Advisory Services
Colorado
$6.62M -$14.9K -652 -0.2%
OCM
155
One Capital Management
California
$6.54M +$1.32M +57,676 +25%
CAM
156
ClariVest Asset Management
California
$6.52M
MIAN
157
Mariner Independent Advisor Network
Kansas
$6.44M +$1.14M +49,912 +22%
JRP
158
Jasper Ridge Partners
California
$6.39M
CBU
159
CIBC Bank USA
Illinois
$6.36M +$612K +26,708 +11%
LNC
160
Lincoln National Corp
Pennsylvania
$6.23M +$145K +6,344 +2%
CFS
161
Community Financial System
New York
$6.19M -$17.5K -764 -0.3%
WSFS
162
Wilmington Savings Fund Society
Delaware
$6.15M +$92.7K +4,048 +2%
1IA
163
1834 Investment Advisors
Wisconsin
$6.05M -$81.6K -3,560 -1%
TCM
164
Twele Capital Management
Minnesota
$5.71M -$2.93K -128 -0.1%
WT
165
Whittier Trust
California
$5.71M
NES
166
New England Securities
New York
$5.7M +$489K +21,344 +9%
CCWA
167
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.69M -$7.42K -324 -0.1%
NL
168
NWAM LLC
Washington
$5.61M -$66.4K -2,900 -1%
SC
169
SouthState Corp
Florida
$5.58M -$847K -36,956 -13%
SFS
170
Strategic Financial Services
New York
$5.54M +$703K +30,680 +15%
JFG
171
JMG Financial Group
Illinois
$5.48M -$68K -2,968 -1%
P
172
Pitcairn
Pennsylvania
$5.36M +$1.05M +45,920 +24%
FCBT
173
First Citizens Bank & Trust
North Carolina
$5.2M +$2.13M +92,828 +69%
Susquehanna International Group
174
Susquehanna International Group
Pennsylvania
$5.17M -$8.94M -390,032 -63%
EGA
175
E&G Advisors
Texas
$5.07M +$847K +36,960 +20%

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.