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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
RCM
176
RNC Capital Management
California
$5.02M -$87.1K -3,800 -2%
EWM
177
Evercore Wealth Management
New York
$4.92M -$101K -4,428 -2%
MPM
178
Meritage Portfolio Management
Kansas
$4.86M -$409K -17,868 -8%
DDPIC
179
Deroy & Devereaux Private Investment Counsel
Michigan
$4.74M
Mariner
180
Mariner
Kansas
$4.69M +$745K +32,528 +19%
PMG
181
ProVise Management Group
Florida
$4.55M -$482K -21,020 -10%
FWP
182
FAS Wealth Partners
Kansas
$4.54M +$209K +9,116 +5%
Brown Advisory
183
Brown Advisory
Maryland
$4.45M +$1.52M +66,292 +52%
Jane Street
184
Jane Street
New York
$4.43M +$3.28M +143,332 +285%
RTS
185
Round Table Services
New Jersey
$4.4M +$194K +8,460 +5%
AI
186
Atria Investments
North Carolina
$4.4M -$384K -16,780 -8%
ICOA
187
Investment Centers of America
North Dakota
$4.34M +$467K +20,364 +12%
HI
188
Horizon Investments
North Carolina
$4.26M -$5.69M -248,544 -57%
SFG
189
Sage Financial Group
Pennsylvania
$4.23M -$97.9K -4,272 -2%
FFS
190
Founders Financial Securities
Maryland
$4.22M +$389K +16,996 +10%
S
191
SignatureFD
Georgia
$4.13M +$293K +12,792 +8%
FUBT
192
First United Bank & Trust
Maryland
$4.07M +$189K +8,240 +5%
AAS
193
Annex Advisory Services
Wisconsin
$4.02M -$45.9K -2,004 -1%
GC
194
Garde Capital
Washington
$4M +$46.6K +2,036 +1%
Natixis Advisors
195
Natixis Advisors
Massachusetts
$3.91M +$32.8K +1,432 +0.8%
VFS
196
VSR Financial Services
Kansas
$3.87M +$203K +8,880 +6%
FFC
197
First Financial Corp
Indiana
$3.86M -$23.4K -1,020 -0.6%
VWM
198
Valley Wealth Managers
New Jersey
$3.55M -$16K -700 -0.4%
MWP
199
MYCIO Wealth Partners
Pennsylvania
$3.51M +$10.5K +460 +0.3%
FAAS
200
First Allied Advisory Services
California
$3.42M -$215K -9,368 -6%

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.