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iShares Russell 1000 Growth ETF

1,320 hedge funds and large institutions have $43.4B invested in iShares Russell 1000 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 338 increasing their positions, 625 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 47

7% more capital invested

Capital invested by funds: $40.5B → $43.4B (+$2.81B)

3% more funds holding in top 10

Funds holding in top 10: 175181 (+6)

2% more funds holding

Funds holding: 1,2921,320 (+28)

2.73% less ownership

Funds ownership: 299.85%297.12% (-2.7%)

19% less call options, than puts

Call options by funds: $547M | Put options by funds: $674M

46% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 625

Holders
1,320
Holders Change
+28
Holders Change %
+2.17%
% of All Funds
26.63%
Holding in Top 10
181
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+3.43%
% of All Funds
3.65%
New
88
Increased
338
Reduced
625
Closed
47
Calls
$547M
Puts
$674M
Net Calls
-$128M
Net Calls Change
-$4.61M
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
251
FLC Capital Advisors
California
$8.49M -$3.79M -72,000 -32%
UB
252
UMB Bank
Missouri
$8.48M
Natixis Advisors
253
Natixis Advisors
Massachusetts
$8.46M -$529K -10,048 -6%
AIC
254
Ameritas Investment Company
Nebraska
$8.43M
LW
255
Linscomb Wealth
Texas
$8.35M +$135K +2,572 +2%
NL
256
NWAM LLC
Washington
$8.27M -$232K -4,408 -3%
SCA
257
Stillwater Capital Advisors
Pennsylvania
$8.25M -$298K -5,664 -4%
CWM
258
Connecticut Wealth Management
Connecticut
$8.25M +$8.01M +152,132 New
VWM
259
Valley Wealth Managers
New Jersey
$8.24M +$3.84M +72,860 +92%
CRC
260
Curi RMB Capital
Illinois
$8.21M +$703K +13,344 +10%
OAM
261
Occidental Asset Management
California
$8.19M -$690K -13,088 -8%
RPWA
262
Regent Peak Wealth Advisors
Georgia
$8.19M +$416K +7,900 +6%
WB
263
West Bancorporation
Iowa
$8.16M -$90K -1,708 -1%
TC
264
TownSquare Capital
Utah
$8.14M +$4.79M +90,976 +152%
DI
265
Disciplined Investments
Oklahoma
$8.12M -$277K -5,264 -3%
BB
266
Busey Bank
Illinois
$8.1M -$70.6K -1,340 -0.9%
VFA
267
Valeo Financial Advisors
Indiana
$8.08M +$119K +2,268 +2%
MPM
268
Meritage Portfolio Management
Kansas
$7.95M -$28.2K -536 -0.4%
CCWA
269
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.92M -$304K -5,772 -4%
WA
270
Waverly Advisors
Alabama
$7.86M -$229K -4,348 -3%
OAM
271
Oppenheimer Asset Management
New York
$7.85M +$251K +4,756 +3%
GVAG
272
Great Valley Advisor Group
Delaware
$7.78M +$242K +4,588 +3%
VWA
273
Visionary Wealth Advisors
Illinois
$7.78M +$6.9M +131,000 +1,057%
JFA
274
Johanson Financial Advisors
California
$7.76M -$53.3K -1,012 -0.7%
RhumbLine Advisers
275
RhumbLine Advisers
Massachusetts
$7.66M -$222K -4,208 -3%

IWF Hedge Fund Activity: Q3 2020 in Review

1,320 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2020, worth a combined $43.4B — up 6.9% from $40.5B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new IWF positions and 47 closed out — a net gain of 41 holders — while 338 added to existing stakes and 625 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $87.5M. The largest seller was Bank of America, cutting an estimated $991M.

  • 1,320 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2020, up from 1,292 in Q2 2020.
  • Funds reported $43.4B of iShares Russell 1000 Growth ETF stock for Q3 2020, up 6.9% quarter-over-quarter.
  • 88 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2020 and 47 closed out, a net change of +41 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2020 was Brinker Capital Investments, an estimated $87.5M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2020 was Bank of America, an estimated $991M sold.

Based on aggregated 13F filings for Q3 2020.