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iShares Russell 1000 Growth ETF

1,522 hedge funds and large institutions have $53B invested in iShares Russell 1000 Growth ETF in 2021 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 489 increasing their positions, 559 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 56

4% more capital invested

Capital invested by funds: $51B → $53B (+$2.02B)

0.95% more ownership

Funds ownership: 296.34%297.29% (+0.95%)

0% more funds holding

Funds holding: 1,5171,522 (+5)

0% more funds holding in top 10

Funds holding in top 10: 172172 (0)

13% less repeat investments, than reductions

Existing positions increased: 489 | Existing positions reduced: 559

58% less call options, than puts

Call options by funds: $68.5M | Put options by funds: $165M

Holders
1,522
Holders Change
+5
Holders Change %
+0.33%
% of All Funds
26.65%
Holding in Top 10
172
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
3.01%
New
83
Increased
489
Reduced
559
Closed
56
Calls
$68.5M
Puts
$165M
Net Calls
-$96.5M
Net Calls Change
+$238M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
Spire Wealth Management
Virginia
$15.2M +$192K +2,712 +1%
FFA
227
Freedman Financial Associates
Massachusetts
$14.9M +$667K +9,432 +5%
CP
228
Covenant Partners
Tennessee
$14.8M -$1.14M -16,176 -7%
RBC
229
Roble Belko & Company
Pennsylvania
$14.7M -$68.5K -968 -0.4%
AWM
230
AE Wealth Management
Kansas
$14.4M +$8.64M +122,188 +138%
AF
231
Advisornet Financial
Minnesota
$14.4M +$3.47M +49,096 +31%
OBWP
232
O'Brien Wealth Partners
Massachusetts
$14.1M -$175K -2,472 -1%
MAM
233
Meeder Asset Management
Ohio
$14.1M -$3.77M -53,344 -21%
BP
234
Ballentine Partners
Massachusetts
$13.9M +$3.27M +46,172 +29%
SWM
235
Southern Wealth Management
Texas
$13.8M
American Century Companies
236
American Century Companies
Missouri
$13.6M -$144K -2,036 -1%
MA
237
MUFG Americas
New York
$13.5M +$798K +11,284 +6%
PAS
238
Park Avenue Securities
New York
$13.4M +$369K +5,216 +3%
Amundi
239
Amundi
France
$13.1M +$8.15M +115,140 +151%
IP
240
Investment Partners
Ohio
$13M -$262K -3,708 -2%
NCA
241
Newbrook Capital Advisors
New York
$12.8M -$14.3M -202,624 -52%
CFGF
242
Compass Financial Group (Florida)
Florida
$12.7M -$458K -6,468 -3%
VWA
243
Visionary Wealth Advisors
Illinois
$12.7M +$1.59M +22,456 +14%
WAG
244
Winthrop Advisory Group
Massachusetts
$12.7M -$203K -2,872 -2%
HB
245
Homrich & Berg
Georgia
$12.4M +$44.1K +624 +0.3%
SCG
246
Sonata Capital Group
Washington
$12.2M +$39.6K +560 +0.3%
BI
247
Ballast Inc
Kentucky
$12.2M -$136K -1,916 -1%
DW
248
Domani Wealth
Pennsylvania
$12.1M -$7.36K -104 -0.1%
Macquarie Group
249
Macquarie Group
Australia
$12M -$2.68M -37,924 -18%
EWA
250
EP Wealth Advisors
California
$11.9M -$1.31M -18,556 -10%

IWF Hedge Fund Activity: Q3 2021 in Review

1,522 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2021, worth a combined $53B — up 4% from $51B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new IWF positions and 56 closed out — a net gain of 27 holders — while 489 added to existing stakes and 559 trimmed.

The largest buyer was Nuveen, adding an estimated $895M. The largest seller was Bank of America, cutting an estimated $332M.

  • 1,522 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2021, up from 1,517 in Q2 2021.
  • Funds reported $53B of iShares Russell 1000 Growth ETF stock for Q3 2021, up 4% quarter-over-quarter.
  • 83 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2021 and 56 closed out, a net change of +27 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2021 was Nuveen, an estimated $895M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2021 was Bank of America, an estimated $332M sold.

Based on aggregated 13F filings for Q3 2021.