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iShares Russell 1000 Growth ETF

1,485 hedge funds and large institutions have $48B invested in iShares Russell 1000 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 229 funds opening new positions, 421 increasing their positions, 555 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

387% more first-time investments, than exits

New positions opened: 229 | Existing positions closed: 47

13% more funds holding

Funds holding: 1,3201,485 (+165)

11% more capital invested

Capital invested by funds: $43.4B → $48B (+$4.65B)

0.35% more ownership

Funds ownership: 297.12%297.46% (+0.35%)

0% more funds holding in top 10

Funds holding in top 10: 181181 (0)

24% less repeat investments, than reductions

Existing positions increased: 421 | Existing positions reduced: 555

29% less call options, than puts

Call options by funds: $271M | Put options by funds: $382M

Holders
1,485
Holders Change
+165
Holders Change %
+12.5%
% of All Funds
26.28%
Holding in Top 10
181
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
3.2%
New
229
Increased
421
Reduced
555
Closed
47
Calls
$271M
Puts
$382M
Net Calls
-$111M
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WAG
226
Winthrop Advisory Group
Massachusetts
$11.8M -$61.7K -1,084 -0.6%
SWM
227
Southern Wealth Management
Texas
$11.7M -$91.1K -1,600 -0.8%
BI
228
Ballast Inc
Kentucky
$11.6M +$1.08M +18,916 +11%
AF
229
Advisornet Financial
Minnesota
$11.6M -$4.56M -80,160 -29%
SCG
230
Sonata Capital Group
Washington
$11.5M +$109K +1,908 +1%
EWA
231
EP Wealth Advisors
California
$11.5M -$81.1K -1,424 -0.7%
TAIM
232
TD Ameritrade Investment Management
Nebraska
$11.4M -$240K -4,224 -2%
CCM
233
Condor Capital Management
New Jersey
$11.4M +$7.35M +129,152 +218%
DW
234
Domani Wealth
Pennsylvania
$11.2M +$114K +2,004 +1%
MA
235
MUFG Americas
New York
$11.2M +$147K +2,588 +1%
Franklin Resources
236
Franklin Resources
California
$11M -$313K -5,504 -3%
UB
237
UMB Bank
Missouri
$10.9M +$231K +4,052 +2%
DFG
238
Demars Financial Group
Washington
$10.8M -$1M -17,628 -9%
JFG
239
JMG Financial Group
Illinois
$10.7M -$368K -6,464 -3%
SWP
240
Strategic Wealth Partners
Ohio
$10.7M -$5.06M -88,916 -33%
AWMS
241
Advocacy Wealth Management Services
Georgia
$10.7M +$2.39M +41,936 +31%
BA
242
Bluesphere Advisors
Pennsylvania
$10.6M +$9.96M +175,040 New
ECG
243
Edge Capital Group
Georgia
$10.5M -$130K -2,284 -1%
Winslow Capital Management
244
Winslow Capital Management
Minnesota
$10.3M +$655K +11,504 +7%
RPWA
245
Regent Peak Wealth Advisors
Georgia
$10.2M +$1.06M +18,612 +12%
HB
246
Homrich & Berg
Georgia
$10.1M +$1.82M +32,000 +24%
1IA
247
1834 Investment Advisors
Wisconsin
$9.98M -$107K -1,876 -1%
PRWA
248
Platte River Wealth Advisors
Colorado
$9.93M +$132K +2,324 +1%
Natixis Advisors
249
Natixis Advisors
Massachusetts
$9.85M +$418K +7,336 +5%
BAMG
250
Brand Asset Management Group
Missouri
$9.81M -$331K -5,812 -3%

IWF Hedge Fund Activity: Q4 2020 in Review

1,485 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q4 2020, worth a combined $48B — up 11% from $43.4B a quarter earlier.

Buyers outnumbered sellers: 229 funds opened new IWF positions and 47 closed out — a net gain of 182 holders — while 421 added to existing stakes and 555 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $183M. The largest seller was Barings, exiting entirely with an estimated $226M sold.

  • 1,485 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q4 2020, up from 1,320 in Q3 2020.
  • Funds reported $48B of iShares Russell 1000 Growth ETF stock for Q4 2020, up 11% quarter-over-quarter.
  • 229 funds opened new iShares Russell 1000 Growth ETF positions in Q4 2020 and 47 closed out, a net change of +182 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q4 2020 was Morgan Stanley, an estimated $183M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q4 2020 was Barings, an estimated $226M sold.

Based on aggregated 13F filings for Q4 2020.