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iShares Russell 1000 Growth ETF

1,522 hedge funds and large institutions have $53B invested in iShares Russell 1000 Growth ETF in 2021 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 489 increasing their positions, 559 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 56

4% more capital invested

Capital invested by funds: $51B → $53B (+$2.02B)

0.95% more ownership

Funds ownership: 296.34%297.29% (+0.95%)

0% more funds holding

Funds holding: 1,5171,522 (+5)

0% more funds holding in top 10

Funds holding in top 10: 172172 (0)

13% less repeat investments, than reductions

Existing positions increased: 489 | Existing positions reduced: 559

58% less call options, than puts

Call options by funds: $68.5M | Put options by funds: $165M

Holders
1,522
Holders Change
+5
Holders Change %
+0.33%
% of All Funds
26.65%
Holding in Top 10
172
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
3.01%
New
83
Increased
489
Reduced
559
Closed
56
Calls
$68.5M
Puts
$165M
Net Calls
-$96.5M
Net Calls Change
+$238M
Name Holding Trade Value Shares
Change
Change in
Stake
SBH
301
Segall Bryant & Hamill
Illinois
$8.71M -$266K -3,760 -3%
Lido Advisors
302
Lido Advisors
California
$8.71M +$1.06M +14,948 +13%
DWM
303
Doyle Wealth Management
Florida
$8.7M +$349K +4,928 +4%
SFG
304
Sage Financial Group
Pennsylvania
$8.44M
VWM
305
Valley Wealth Managers
New Jersey
$8.38M -$1.22M -17,252 -12%
CHC
306
City Holding Co
West Virginia
$8.37M +$173K +2,448 +2%
NCG
307
Newport Capital Group
New Jersey
$8.33M +$114K +1,608 +1%
FLPIM
308
F.L. Putnam Investment Management
Massachusetts
$8.32M +$186K +2,628 +2%
OAM
309
Oppenheimer Asset Management
New York
$8.24M +$515K +7,276 +6%
HFP
310
Holistic Financial Partners
Indiana
$8.2M -$62.3K -880 -0.7%
CHAM
311
Clear Harbor Asset Management
Connecticut
$8.17M +$8.44M +119,272 New
WLPWM
312
Walled Lake Planning & Wealth Management
Illinois
$8.13M -$88K -1,244 -1%
ECG
313
Edge Capital Group
Georgia
$8.11M -$156K -2,212 -2%
SDWMA
314
Schneider Downs Wealth Management Advisors
Pennsylvania
$8.01M -$13.6K -192 -0.2%
OC
315
Oppenheimer & Co
New York
$7.88M -$2.24M -31,596 -22%
SSWM
316
Sheets Smith Wealth Management
North Carolina
$7.85M -$114K -1,616 -1%
VanEck Associates
317
VanEck Associates
New York
$7.66M +$3.52M +49,744 +80%
MSWMA
318
Market Street Wealth Management Advisors
Indiana
$7.65M -$112K -1,580 -1%
NB
319
Nicolet Bankshares
Wisconsin
$7.58M -$323K -4,564 -4%
KFP
320
KMG Fiduciary Partners
Ohio
$7.49M -$238K -3,360 -3%
SWA
321
SOA Wealth Advisors
New York
$7.48M -$60K -848 -0.8%
AIA
322
Arbor Investment Advisors
North Carolina
$7.33M -$93.9K -1,328 -1%
P
323
Pitcairn
Pennsylvania
$7.3M -$7.64K -108 -0.1%
PG
324
Patten Group
Tennessee
$7.23M -$13.3K -188 -0.2%
Neuberger Berman Group
325
Neuberger Berman Group
New York
$7.21M -$17.8K -252 -0.2%

IWF Hedge Fund Activity: Q3 2021 in Review

1,522 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2021, worth a combined $53B — up 4% from $51B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new IWF positions and 56 closed out — a net gain of 27 holders — while 489 added to existing stakes and 559 trimmed.

The largest buyer was Nuveen, adding an estimated $895M. The largest seller was Bank of America, cutting an estimated $332M.

  • 1,522 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2021, up from 1,517 in Q2 2021.
  • Funds reported $53B of iShares Russell 1000 Growth ETF stock for Q3 2021, up 4% quarter-over-quarter.
  • 83 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2021 and 56 closed out, a net change of +27 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2021 was Nuveen, an estimated $895M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2021 was Bank of America, an estimated $332M sold.

Based on aggregated 13F filings for Q3 2021.