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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
AIA
301
Arbor Investment Advisors
North Carolina
$7.25M -$240K -4,216 -3%
MIH
302
Meitav Investment House
Israel
$7.25M
DWM
303
Doyle Wealth Management
Florida
$7.23M -$108K -1,904 -2%
SDWMA
304
Schneider Downs Wealth Management Advisors
Pennsylvania
$7.21M -$501K -8,800 -7%
NB
305
Nicolet Bankshares
Wisconsin
$7.21M -$5.92K -104 -0.1%
SSWM
306
Sheets Smith Wealth Management
North Carolina
$7.17M +$3.64K +64 +0.1%
SAM
307
Shone Asset Management
California
$7.13M -$252K -4,424 -4%
CWM
308
Chicago Wealth Management
Illinois
$7.13M -$53.7K -944 -0.8%
MGIA
309
Moneta Group Investment Advisors
Missouri
$7.01M +$187K +3,280 +3%
ZB
310
Zions Bancorporation
Utah
$6.96M -$1.12M -19,740 -15%
A
311
AdvicePeriod
California
$6.96M +$185K +3,252 +3%
N
312
Natixis
France
$6.82M +$1.24M +21,856 +24%
Barclays
313
Barclays
United Kingdom
$6.79M -$124K -2,180 -2%
PG
314
Patten Group
Tennessee
$6.78M +$106K +1,860 +2%
Simplex Trading
315
Simplex Trading
Illinois
$6.76M +$6.38M +112,076 New
BFM
316
Boston Financial Management
Massachusetts
$6.73M -$369K -6,480 -5%
Carson Wealth (CWM LLC)
317
Carson Wealth (CWM LLC)
Nebraska
$6.71M
TI
318
Truepoint Inc
Ohio
$6.71M +$23K +404 +0.4%
T. Rowe Price Associates
319
T. Rowe Price Associates
Maryland
$6.69M -$28.5M -501,492 -79%
KFP
320
KMG Fiduciary Partners
Ohio
$6.68M -$225K -3,952 -3%
AI
321
Atria Investments
North Carolina
$6.68M +$2.03M +35,616 +47%
CG
322
Cutler Group
California
$6.65M +$3.87M +68,028 +161%
CHC
323
City Holding Co
West Virginia
$6.56M +$1.1M +19,348 +22%
VanEck Associates
324
VanEck Associates
New York
$6.55M -$497K -8,740 -7%
FMWA
325
Forvis Mazars Wealth Advisors
Missouri
$6.49M -$158K -2,784 -3%

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.