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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
MCWS
201
McKinley Carter Wealth Services
West Virginia
$3.24M +$2.57K +112 +0.1%
FWIA
202
Fort Washington Investment Advisors
Ohio
$3.18M -$399K -17,400 -11%
FTIOP
203
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.11M -$57.7K -2,520 -2%
NPF
204
Norris Perne & French
Michigan
$3.07M +$137K +5,968 +5%
CDIA
205
Capital Directions Investment Advisors
Georgia
$3.07M -$89.9K -3,924 -3%
HB
206
Homrich & Berg
Georgia
$2.99M -$209K -9,140 -7%
MCM
207
Manchester Capital Management
Vermont
$2.98M
HTC
208
Haverford Trust Company
Pennsylvania
$2.97M -$112K -4,888 -4%
I
209
IberiaBank
Louisiana
$2.95M -$119K -5,212 -4%
HCM
210
Hollencrest Capital Management
California
$2.94M +$32.6K +1,424 +1%
FIMS
211
FBL Investment Management Services
Iowa
$2.94M +$3.67K +160 +0.1%
BAM
212
Berkshire Asset Management
Pennsylvania
$2.91M
Creative Planning
213
Creative Planning
Kansas
$2.9M -$19.9K -868 -0.7%
DMC
214
Drexel Morgan & Co
Pennsylvania
$2.77M +$11.4K +496 +0.4%
HSA
215
HBK Sorce Advisory
Pennsylvania
$2.67M -$39.4K -1,720 -1%
HCM
216
HM Capital Management
Missouri
$2.65M +$84K +3,668 +3%
AL
217
Aspiriant LLC
California
$2.57M +$91.2K +3,980 +4%
JWM
218
Jacobus Wealth Management
Wisconsin
$2.54M -$71.5K -3,120 -3%
AB
219
Amalgamated Bank
New York
$2.53M -$1.45M -63,400 -36%
RIA
220
Regal Investment Advisors
Michigan
$2.51M +$30.9K +1,348 +1%
OPCM
221
Osborne Partners Capital Management
California
$2.5M +$10.1K +440 +0.4%
BP
222
Ballentine Partners
Massachusetts
$2.47M +$367K +16,000 +17%
FNBSF
223
First National Bank Sioux Falls
South Dakota
$2.46M -$209K -9,120 -8%
Franklin Resources
224
Franklin Resources
California
$2.34M -$18.3K -800 -0.8%
PFA
225
Pure Financial Advisors
California
$2.33M -$91.2K -3,980 -4%

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.