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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
OWM
276
Opes Wealth Management
California
$7.65M -$375K -7,116 -5%
CB
277
Community Bank
New York
$7.64M -$1.28M -24,340 -15%
FLPIM
278
F.L. Putnam Investment Management
Massachusetts
$7.56M -$377K -7,152 -5%
SFG
279
Sage Financial Group
Pennsylvania
$7.54M -$156K -2,968 -2%
MWM
280
Merriman Wealth Management
Washington
$7.46M +$3.16K +60 +0%
GL
281
Graypoint LLC
New York
$7.46M +$60.5K +1,148 +0.8%
AWMS
282
Advocacy Wealth Management Services
Georgia
$7.4M +$1.41M +26,676 +25%
HB
283
Homrich & Berg
Georgia
$7.36M +$1.07M +20,256 +18%
ZB
284
Zions Bancorporation
Utah
$7.33M -$574K -10,896 -7%
EVM
285
Eaton Vance Management
Massachusetts
$7.25M +$96.3K +1,828 +1%
CFSG
286
Community Financial Services Group
Vermont
$7.18M +$607K +11,520 +10%
OPS
287
Orion Portfolio Solutions
Nebraska
$7.07M +$820K +15,560 +14%
AIFAIM
288
American Institute for Advanced Investment Management
Arizona
$7.05M +$143K +2,716 +2%
SAM
289
Shone Asset Management
California
$7.03M -$71.2K -1,352 -1%
XF
290
XML Financial
Maryland
$6.99M -$349K -6,616 -5%
SDWMA
291
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.97M -$966K -18,328 -12%
OR
292
Olympiad Research
Connecticut
$6.93M +$4.49M +85,212 +200%
OC
293
Oppenheimer & Co
New York
$6.84M -$130K -2,464 -2%
BG
294
Berry Group
Massachusetts
$6.82M +$134K +2,552 +2%
WLPWM
295
Walled Lake Planning & Wealth Management
Illinois
$6.77M -$103K -1,952 -2%
AIA
296
Arbor Investment Advisors
North Carolina
$6.75M -$192K -3,636 -3%
HFP
297
Holistic Financial Partners
Indiana
$6.73M -$9.9K -188 -0.2%
TF
298
Tompkins Financial
New York
$6.72M -$446K -8,464 -6%
PA
299
Parallel Advisors
California
$6.72M -$551K -10,464 -8%
Carson Wealth (CWM LLC)
300
Carson Wealth (CWM LLC)
Nebraska
$6.71M

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.