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iShares Russell 1000 Growth ETF

1,472 hedge funds and large institutions have $47.2B invested in iShares Russell 1000 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 386 increasing their positions, 689 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.57% more ownership

Funds ownership: 297.46%299.03% (+1.6%)

5% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 78

1% less funds holding

Funds holding: 1,4851,472 (-13)

2% less capital invested

Capital invested by funds: $48B → $47.2B (-$846M)

8% less funds holding in top 10

Funds holding in top 10: 181166 (-15)

44% less repeat investments, than reductions

Existing positions increased: 386 | Existing positions reduced: 689

67% less call options, than puts

Call options by funds: $85.6M | Put options by funds: $257M

Holders
1,472
Holders Change
-13
Holders Change %
-0.88%
% of All Funds
25.85%
Holding in Top 10
166
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-8.29%
% of All Funds
2.91%
New
82
Increased
386
Reduced
689
Closed
78
Calls
$85.6M
Puts
$257M
Net Calls
-$171M
Net Calls Change
-$60.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMG
251
Brand Asset Management Group
Missouri
$9.59M -$300K -4,932 -3%
UFA
252
US Financial Advisors
Massachusetts
$9.55M -$5.79M -95,056 -38%
BP
253
Ballentine Partners
Massachusetts
$9.54M
MA
254
Montag & Associates
Georgia
$9.53M -$335K -5,508 -3%
CCWA
255
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.49M +$729K +11,980 +8%
I2I
256
Insight 2811 Inc
Illinois
$9.44M -$31.2K -512 -0.3%
AWG
257
Altus Wealth Group
Colorado
$9.4M +$31.4K +516 +0.4%
ECG
258
Edge Capital Group
Georgia
$9.29M -$1.29M -21,220 -12%
VFA
259
Valeo Financial Advisors
Indiana
$9.09M +$131K +2,156 +1%
SG Americas Securities
260
SG Americas Securities
New York
$9.01M -$19.6M -322,572 -69%
VWM
261
Valley Wealth Managers
New Jersey
$9M -$182K -2,992 -2%
EVM
262
Eaton Vance Management
Massachusetts
$8.98M -$24.3K -400 -0.3%
DI
263
Disciplined Investments
Oklahoma
$8.95M -$3.65K -60 -0%
CS
264
Comerica Securities
Michigan
$8.95M +$1.28M +20,956 +17%
BB
265
Busey Bank
Illinois
$8.93M
CFSG
266
Community Financial Services Group
Vermont
$8.88M +$426K +7,000 +5%
TC
267
TownSquare Capital
Utah
$8.85M -$6.51M -106,880 -42%
MPM
268
Meritage Portfolio Management
Kansas
$8.75M -$89.8K -1,476 -1%
GVAG
269
Great Valley Advisor Group
Delaware
$8.7M -$209K -3,436 -2%
SBH
270
Segall Bryant & Hamill
Illinois
$8.68M -$531K -8,732 -6%
JFA
271
Johanson Financial Advisors
California
$8.62M -$393K -6,464 -5%
SCA
272
Stillwater Capital Advisors
Pennsylvania
$8.45M -$815K -13,384 -9%
VVP
273
Venture Visionary Partners
Ohio
$8.42M +$3.42M +56,148 +68%
WSFS
274
Wilmington Savings Fund Society
Delaware
$8.42M -$6.68M -109,676 -44%
Jennison Associates
275
Jennison Associates
New York
$8.39M +$2.59M +42,492 +44%

IWF Hedge Fund Activity: Q1 2021 in Review

1,472 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2021, worth a combined $47.2B — down 1.8% from $48B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new IWF positions and 78 closed out — a net gain of 4 holders — while 386 added to existing stakes and 689 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $114M. The largest seller was Bank of America, cutting an estimated $558M.

  • 1,472 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2021, down from 1,485 in Q4 2020.
  • Funds reported $47.2B of iShares Russell 1000 Growth ETF stock for Q1 2021, down 1.8% quarter-over-quarter.
  • 82 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2021 and 78 closed out, a net change of +4 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2021 was Brinker Capital Investments, an estimated $114M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2021 was Bank of America, an estimated $558M sold.

Based on aggregated 13F filings for Q1 2021.