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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
Bank of America
1
Bank of America
North Carolina
$1.52B +$70.3M +3,425,296 +5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.03B +$26.2M +1,275,576 +3%
Wells Fargo
3
Wells Fargo
California
$618M +$13.7M +669,104 +2%
Morgan Stanley
4
Morgan Stanley
New York
$568M +$6.45M +314,624 +1%
JP Morgan Chase
5
JP Morgan Chase
New York
$533M -$7.52M -366,688 -1%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$516M +$22.1M +1,075,144 +5%
Goldman Sachs
7
Goldman Sachs
New York
$497M +$71.2M +3,468,884 +18%
U
8
UBS
Switzerland
$374M +$42.1M +2,053,796 +13%
MAA
9
Managed Account Advisors
New Jersey
$354M +$63.5M +3,097,460 +23%
RJA
10
Raymond James & Associates
Florida
$345M +$30M +1,460,152 +10%
SB
11
Suntrust Banks
Georgia
$329M -$6.51M -317,312 -2%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$283M -$11.1M -541,832 -4%
TCT
13
TIAA CREF Trust
Missouri
$259M +$7.37M +359,316 +3%
SMM
14
Stadion Money Management
Georgia
$239M +$128M +6,235,404 +128%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$201M +$14M +683,876 +8%
BDF
16
Balasa Dinverno & Foltz
$192M +$300K +14,600 +0.2%
LPL Financial
17
LPL Financial
California
$186M +$12.2M +596,724 +7%
CC
18
Curian Capital
Colorado
$172M -$14.6M -712,116 -8%
SF
19
Synovus Financial
Georgia
$171M +$612K +29,812 +0.4%
WT
20
Wilmington Trust
Delaware
$138M +$1.24M +60,248 +0.9%
CB
21
Commerce Bank
Missouri
$133M -$88.9M -4,330,980 -41%
IA
22
IndexIQ Advisors
New York
$122M +$9.32M +454,484 +9%
Invesco
23
Invesco
Georgia
$114M +$4.45M +216,864 +4%
Northern Trust
24
Northern Trust
Illinois
$108M -$229M -11,163,028 -69%
TCIM
25
TIAA CREF Investment Management
New York
$107M +$20.5M +1,000,000 +25%

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.