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iShares Russell 1000 Growth ETF

1,292 hedge funds and large institutions have $40.5B invested in iShares Russell 1000 Growth ETF in 2020 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 374 increasing their positions, 543 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 51

27% more capital invested

Capital invested by funds: $32B → $40.5B (+$8.49B)

6% more funds holding

Funds holding: 1,2171,292 (+75)

4% more funds holding in top 10

Funds holding in top 10: 169175 (+6)

3.41% less ownership

Funds ownership: 303.26%299.85% (-3.4%)

31% less repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 543

69% less call options, than puts

Call options by funds: $56.5M | Put options by funds: $180M

Holders
1,292
Holders Change
+75
Holders Change %
+6.16%
% of All Funds
26.49%
Holding in Top 10
175
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+3.55%
% of All Funds
3.59%
New
138
Increased
374
Reduced
543
Closed
51
Calls
$56.5M
Puts
$180M
Net Calls
-$123M
Net Calls Change
-$154M
Name Holding Trade Value Shares
Change
Change in
Stake
WAG
226
Winthrop Advisory Group
Massachusetts
$9.73M -$11.5K -260 -0.1%
Franklin Resources
227
Franklin Resources
California
$9.71M +$953K +21,632 +13%
IWAG
228
Integer Wealth Advisors Group
Georgia
$9.57M +$27.5K +624 +0.3%
SWP
229
Strategic Wealth Partners
Ohio
$9.55M +$8.42M +190,944 +2,395%
DFG
230
Demars Financial Group
Washington
$9.52M -$750K -17,008 -8%
IP
231
Investment Partners
Ohio
$9.52M +$135K +3,056 +2%
Ensign Peak Advisors
232
Ensign Peak Advisors
Utah
$9.52M +$2.59M +58,780 +42%
FAAS
233
First Allied Advisory Services
California
$9.52M +$798K +18,112 +10%
EWA
234
EP Wealth Advisors
California
$9.46M +$170K +3,868 +2%
Citadel Advisors
235
Citadel Advisors
Florida
$9.34M +$8.58M +194,612 New
SCG
236
Sonata Capital Group
Washington
$9.13M +$494K +11,220 +6%
MA
237
Montag & Associates
Georgia
$8.97M -$955K -21,680 -10%
JFG
238
JMG Financial Group
Illinois
$8.89M -$12K -272 -0.1%
DW
239
Domani Wealth
Pennsylvania
$8.88M +$491K +11,144 +6%
ECG
240
Edge Capital Group
Georgia
$8.8M +$618K +14,024 +8%
MA
241
MUFG Americas
New York
$8.79M -$1.16M -26,340 -13%
BAMG
242
Brand Asset Management Group
Missouri
$8.65M -$456K -10,348 -5%
UB
243
UMB Bank
Missouri
$8.48M -$245K -5,568 -3%
AIC
244
Ameritas Investment Company
Nebraska
$8.43M +$1.35M +30,548 +21%
PFA
245
Pettinga Financial Advisors
Indiana
$8.27M +$5.44M +123,512 +254%
AFP
246
Ausdal Financial Partners
Iowa
$8.21M -$7.48M -169,640 -50%
WA
247
Waverly Advisors
Alabama
$8.2M -$1.73M -39,224 -20%
1IA
248
1834 Investment Advisors
Wisconsin
$8.1M +$3.71M +84,272 +100%
SBH
249
Segall Bryant & Hamill
Illinois
$8.1M +$142K +3,224 +2%
MCWS
250
McKinley Carter Wealth Services
West Virginia
$8.07M +$8.64K +196 +0.1%

IWF Hedge Fund Activity: Q2 2020 in Review

1,292 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2020, worth a combined $40.5B — up 27% from $32B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new IWF positions and 51 closed out — a net gain of 87 holders — while 374 added to existing stakes and 543 trimmed.

The largest buyer was SVB Wealth, adding an estimated $326M. The largest seller was Morgan Stanley, cutting an estimated $253M.

  • 1,292 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2020, up from 1,217 in Q1 2020.
  • Funds reported $40.5B of iShares Russell 1000 Growth ETF stock for Q2 2020, up 27% quarter-over-quarter.
  • 138 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2020 and 51 closed out, a net change of +87 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2020 was SVB Wealth, an estimated $326M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2020 was Morgan Stanley, an estimated $253M sold.

Based on aggregated 13F filings for Q2 2020.