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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
MA
251
Montag & Associates
Georgia
$9.79M -$821K -14,420 -8%
VWA
252
Visionary Wealth Advisors
Illinois
$9.71M +$1.01M +17,660 +12%
OAM
253
Occidental Asset Management
California
$9.65M +$509K +8,936 +6%
LW
254
Linscomb Wealth
Texas
$9.64M +$337K +5,920 +4%
OAM
255
Oppenheimer Asset Management
New York
$9.5M +$732K +12,856 +9%
AAMU
256
Amundi Asset Management US
Massachusetts
$9.47M +$4.39M +77,060 +96%
BP
257
Ballentine Partners
Massachusetts
$9.46M -$2.96K -52 -0%
GL
258
Graypoint LLC
New York
$9.43M +$1.07M +18,804 +14%
NL
259
NWAM LLC
Washington
$9.4M +$193K +3,396 +2%
I2I
260
Insight 2811 Inc
Illinois
$9.4M -$82.9K -1,456 -0.9%
American Century Companies
261
American Century Companies
Missouri
$9.36M -$13.7M -241,268 -61%
WA
262
Waverly Advisors
Alabama
$9.22M -$255K -4,480 -3%
Two Sigma Advisers
263
Two Sigma Advisers
New York
$9.21M +$8.7M +152,800 New
SCA
264
Stillwater Capital Advisors
Pennsylvania
$9.19M +$19.1K +336 +0.2%
SBH
265
Segall Bryant & Hamill
Illinois
$9.13M -$483K -8,492 -5%
VWM
266
Valley Wealth Managers
New Jersey
$9.11M -$46.7K -820 -0.5%
FCA
267
FLC Capital Advisors
California
$9.09M -$118K -2,080 -1%
KP
268
Keel Point
Alabama
$9.07M -$4.91M -86,340 -36%
WAM
269
WNY Asset Management
New York
$9.04M +$8.54M +149,972 New
EVM
270
Eaton Vance Management
Massachusetts
$8.93M +$821K +14,432 +11%
VFA
271
Valeo Financial Advisors
Indiana
$8.89M -$91.1K -1,600 -1%
DI
272
Disciplined Investments
Oklahoma
$8.88M -$133K -2,336 -2%
BB
273
Busey Bank
Illinois
$8.86M -$130K -2,280 -2%
AWG
274
Altus Wealth Group
Colorado
$8.86M +$8.37M +147,032 New
GVAG
275
Great Valley Advisor Group
Delaware
$8.84M +$171K +3,012 +2%

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.