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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
HSA
201
HBK Sorce Advisory
Pennsylvania
$2.7M
HB
202
Homrich & Berg
Georgia
$2.69M +$26.3K +1,280 +1%
RIA
203
Regal Investment Advisors
Michigan
$2.69M -$4.84K -236 -0.2%
RG
204
Renaissance Group
Kentucky
$2.68M +$2.56M +124,848 New
MCM
205
Munder Capital Management
Michigan
$2.68M -$880K -42,880 -26%
FNBSF
206
First National Bank Sioux Falls
South Dakota
$2.66M -$149K -7,256 -6%
PFA
207
Pure Financial Advisors
California
$2.64M +$202K +9,868 +9%
HCM
208
HM Capital Management
Missouri
$2.54M +$34.5K +1,680 +1%
FFS
209
Founders Financial Securities
Maryland
$2.5M +$2.39M +116,564 New
Creative Planning
210
Creative Planning
Kansas
$2.4M +$242K +11,804 +12%
OPCM
211
Osborne Partners Capital Management
California
$2.35M +$15.4K +752 +0.7%
CCM
212
Coldstream Capital Management
Washington
$2.35M -$90.7K -4,420 -4%
DMC
213
Drexel Morgan & Co
Pennsylvania
$2.35M -$96.1K -4,684 -4%
VFS
214
VSR Financial Services
Kansas
$2.34M +$520K +25,344 +30%
I
215
IberiaBank
Louisiana
$2.29M +$549K +26,748 +34%
GIP
216
Granite Investment Partners
California
$2.28M +$2.18M +106,240 New
Brown Advisory
217
Brown Advisory
Maryland
$2.25M +$142K +6,916 +7%
S
218
SignatureFD
Georgia
$2.19M -$157K -7,636 -7%
NES
219
New England Securities
New York
$2.16M +$555K +27,036 +37%
BPBT
220
Boston Private Bank & Trust
Massachusetts
$2.14M
RhumbLine Advisers
221
RhumbLine Advisers
Massachusetts
$2.13M -$2.45M -119,400 -55%
FCBT
222
First Citizens Bank & Trust
North Carolina
$2.13M +$376K +18,308 +23%
BP
223
Banyan Partners
Florida
$2.12M -$504K -24,572 -20%
Franklin Resources
224
Franklin Resources
California
$2.1M +$405K +19,732 +25%
B
225
Barings
North Carolina
$2.05M +$1.95M +95,200 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.