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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
SWA
301
SOA Wealth Advisors
New York
$7.11M -$165K -2,712 -2%
DWM
302
Doyle Wealth Management
Florida
$7.08M -$207K -3,404 -3%
SSWM
303
Sheets Smith Wealth Management
North Carolina
$7.08M -$141K -2,324 -2%
X
304
Xponance
Pennsylvania
$7.05M -$418K -6,876 -6%
NB
305
Nicolet Bankshares
Wisconsin
$7.01M -$261K -4,292 -4%
CHC
306
City Holding Co
West Virginia
$6.95M +$335K +5,508 +5%
MSWMA
307
Market Street Wealth Management Advisors
Indiana
$6.94M -$421K -6,916 -6%
Wellington Management Group
308
Wellington Management Group
Massachusetts
$6.83M -$102M -1,681,776 -94%
KFP
309
KMG Fiduciary Partners
Ohio
$6.8M +$10.7K +176 +0.2%
Bessemer Group
310
Bessemer Group
New Jersey
$6.8M +$312K +5,124 +5%
OAM
311
Oppenheimer Asset Management
New York
$6.77M -$2.81M -46,212 -29%
Carson Wealth (CWM LLC)
312
Carson Wealth (CWM LLC)
Nebraska
$6.71M
DMC
313
Drexel Morgan & Co
Pennsylvania
$6.65M +$635K +10,440 +11%
OPS
314
Orion Portfolio Solutions
Nebraska
$6.64M -$962K -15,812 -13%
TI
315
Truepoint Inc
Ohio
$6.64M -$116K -1,904 -2%
Neuberger Berman Group
316
Neuberger Berman Group
New York
$6.64M -$12.9M -212,592 -58%
AIA
317
Arbor Investment Advisors
North Carolina
$6.63M -$685K -11,248 -9%
VanEck Associates
318
VanEck Associates
New York
$6.56M -$40.7K -668 -0.6%
BFM
319
Boston Financial Management
Massachusetts
$6.52M -$259K -4,260 -4%
VOYA Investment Management
320
VOYA Investment Management
Georgia
$6.49M +$953K +15,664 +17%
P
321
Pitcairn
Pennsylvania
$6.48M -$3.17K -52 -0%
PG
322
Patten Group
Tennessee
$6.43M -$404K -6,644 -6%
EWM
323
EPG Wealth Management
Georgia
$6.39M -$98.6K -1,620 -2%
FMWA
324
Forvis Mazars Wealth Advisors
Missouri
$6.39M -$157K -2,580 -2%
BAM
325
Berkshire Asset Management
Pennsylvania
$6.37M +$5.36K +88 +0.1%

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.