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iShares Russell 1000 Growth ETF

598 hedge funds and large institutions have $18B invested in iShares Russell 1000 Growth ETF in 2015 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 211 increasing their positions, 208 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 46

12.46% more ownership

Funds ownership: 233.43%245.89% (+12%)

10% more capital invested

Capital invested by funds: $16.3B → $18B (+$1.66B)

3% more funds holding in top 10

Funds holding in top 10: 107110 (+3)

3% more funds holding

Funds holding: 583598 (+15)

1% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 208

46% less call options, than puts

Call options by funds: $4.8M | Put options by funds: $8.95M

Holders
598
Holders Change
+15
Holders Change %
+2.57%
% of All Funds
15.94%
Holding in Top 10
110
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.8%
% of All Funds
2.93%
New
68
Increased
211
Reduced
208
Closed
46
Calls
$4.8M
Puts
$8.95M
Net Calls
-$4.16M
Net Calls Change
-$9.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.19B +$636M +26,055,308 +42%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.49B +$155M +6,325,852 +12%
Morgan Stanley
3
Morgan Stanley
New York
$773M +$65.7M +2,689,784 +9%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$741M +$24.4M +999,580 +3%
Goldman Sachs
5
Goldman Sachs
New York
$722M -$1.01M -41,204 -0.1%
MAA
6
Managed Account Advisors
New Jersey
$713M -$105M -4,290,776 -13%
Wells Fargo
7
Wells Fargo
California
$648M -$101M -4,119,800 -14%
UBS Group
8
UBS Group
Switzerland
$540M -$8.72M -356,876 -2%
RJA
9
Raymond James & Associates
Florida
$517M +$33.3M +1,362,344 +7%
SB
10
Suntrust Banks
Georgia
$418M -$5.18M -212,032 -1%
JP Morgan Chase
11
JP Morgan Chase
New York
$413M -$7.92M -324,304 -2%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$391M -$13M -530,720 -3%
M&T Bank
13
M&T Bank
New York
$347M +$21.4M +876,736 +7%
TCT
14
TIAA CREF Trust
Missouri
$343M +$13.3M +542,856 +4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$324M +$18.4M +751,336 +6%
CC
16
Curian Capital
Colorado
$304M -$15.7M -642,080 -5%
BL
17
Balentine LLC
Georgia
$301M +$298M +12,188,356 New
PPA
18
Parametric Portfolio Associates
Washington
$265M +$8.98M +367,488 +4%
LPL Financial
19
LPL Financial
California
$257M +$16.7M +684,548 +7%
BIM
20
BlackRock Investment Management
Delaware
$232M +$8.67M +354,964 +4%
SF
21
Synovus Financial
Georgia
$213M +$3.11M +127,316 +2%
Northern Trust
22
Northern Trust
Illinois
$176M +$13.8M +564,332 +9%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$166M +$38.5M +1,574,928 +31%
CM
24
Churchill Management
California
$164M +$11.2M +458,256 +7%
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$155M +$29.6K +1,212 +0%

IWF Hedge Fund Activity: Q1 2015 in Review

598 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2015, worth a combined $18B — up 10% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new IWF positions and 46 closed out — a net gain of 22 holders — while 211 added to existing stakes and 208 trimmed.

The largest buyer was Bank of America, adding an estimated $636M. The largest seller was Deutsche Bank, exiting entirely with an estimated $106M sold.

  • 598 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2015, up from 583 in Q4 2014.
  • Funds reported $18B of iShares Russell 1000 Growth ETF stock for Q1 2015, up 10% quarter-over-quarter.
  • 68 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2015 and 46 closed out, a net change of +22 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2015 was Bank of America, an estimated $636M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2015 was Deutsche Bank, an estimated $106M sold.

Based on aggregated 13F filings for Q1 2015.