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iShares Russell 1000 Growth ETF

491 hedge funds and large institutions have $13.3B invested in iShares Russell 1000 Growth ETF in 2014 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 203 increasing their positions, 161 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more call options, than puts

Call options by funds: $708K | Put options by funds: $208K

26% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 161

6% more funds holding in top 10

Funds holding in top 10: 8388 (+5)

3.72% more ownership

Funds ownership: 227%230.72% (+3.7%)

3% more capital invested

Capital invested by funds: $12.9B → $13.3B (+$386M)

2% less funds holding

Funds holding: 502491 (-11)

15% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 48

Holders
491
Holders Change
-11
Holders Change %
-2.19%
% of All Funds
14.18%
Holding in Top 10
88
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.02%
% of All Funds
2.54%
New
41
Increased
203
Reduced
161
Closed
48
Calls
$708K
Puts
$208K
Net Calls
+$500K
Net Calls Change
-$557K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.55B +$19.7M +917,112 +1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.07B +$34.4M +1,600,072 +3%
Wells Fargo
3
Wells Fargo
California
$609M -$13.3M -619,636 -2%
Morgan Stanley
4
Morgan Stanley
New York
$573M +$853K +39,712 +0.2%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$551M +$30.8M +1,434,164 +6%
Goldman Sachs
6
Goldman Sachs
New York
$546M +$45.2M +2,104,912 +9%
JP Morgan Chase
7
JP Morgan Chase
New York
$541M +$4.11M +191,432 +0.8%
U
8
UBS
Switzerland
$408M +$31.9M +1,484,796 +9%
RJA
9
Raymond James & Associates
Florida
$365M +$16.9M +789,096 +5%
SB
10
Suntrust Banks
Georgia
$323M -$8.62M -401,396 -3%
MAA
11
Managed Account Advisors
New Jersey
$296M -$59.3M -2,763,928 -17%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$289M +$3.75M +174,596 +1%
TCT
13
TIAA CREF Trust
Missouri
$247M -$14M -652,224 -5%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$215M +$12.9M +602,208 +6%
CC
15
Curian Capital
Colorado
$206M +$32.6M +1,516,304 +19%
PPA
16
Parametric Portfolio Associates
Washington
$200M +$198M +9,201,452 +14,450%
BDF
17
Balasa Dinverno & Foltz
$194M +$391K +18,216 +0.2%
LPL Financial
18
LPL Financial
California
$181M -$5.84M -272,100 -3%
SF
19
Synovus Financial
Georgia
$173M +$123K +5,748 +0.1%
BIM
20
BlackRock Investment Management
Delaware
$147M +$44.7M +2,081,056 +44%
WT
21
Wilmington Trust
Delaware
$145M +$5.79M +269,856 +4%
IA
22
IndexIQ Advisors
New York
$121M -$1.35M -62,832 -1%
CB
23
Commerce Bank
Missouri
$119M -$14.8M -687,896 -11%
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$114M +$112M +5,213,724 New
Northern Trust
25
Northern Trust
Illinois
$114M +$5.01M +233,492 +5%

IWF Hedge Fund Activity: Q1 2014 in Review

491 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2014, worth a combined $13.3B — up 3% from $12.9B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of IWF and 41 opened new positions — a net loss of 7 holders — while 161 trimmed existing stakes and 203 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $198M. The largest seller was Stadion Money Management, exiting entirely with an estimated $239M sold.

  • 491 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2014, down from 502 in Q4 2013.
  • Funds reported $13.3B of iShares Russell 1000 Growth ETF stock for Q1 2014, up 3% quarter-over-quarter.
  • 41 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2014 and 48 closed out, a net change of -7 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2014 was Parametric Portfolio Associates, an estimated $198M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2014 was Stadion Money Management, an estimated $239M sold.

Based on aggregated 13F filings for Q1 2014.