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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
RCAG
326
Rehmann Capital Advisory Group
Michigan
$6.47M -$147K -2,588 -2%
EWM
327
EPG Wealth Management
Georgia
$6.44M +$8.42K +148 +0.1%
Bessemer Group
328
Bessemer Group
New Jersey
$6.44M -$77.9K -1,368 -1%
WLIM
329
White Lighthouse Investment Management
Massachusetts
$6.44M -$179K -3,152 -3%
P
330
Pitcairn
Pennsylvania
$6.43M -$4.78K -84 -0.1%
MWM
331
Merriman Wealth Management
Washington
$6.39M -$1.8M -31,636 -23%
RIA
332
Regal Investment Advisors
Michigan
$6.35M +$5.66M +99,356 +1,648%
TWP
333
TFO Wealth Partners
Ohio
$6.33M +$1.13M +19,804 +23%
Qube Research & Technologies (QRT)
334
Qube Research & Technologies (QRT)
United Kingdom
$6.32M -$6.84M -120,160 -53%
NF
335
Nikulski Financial
Iowa
$6.31M -$43.9K -772 -0.7%
BAM
336
Berkshire Asset Management
Pennsylvania
$6.31M -$58.5K -1,028 -1%
CCM
337
Colorado Capital Management
Colorado
$6.29M -$301K -5,288 -5%
FPS
338
Fieldpoint Private Securities
Connecticut
$6.24M +$30.3K +532 +0.5%
AAS
339
Avantax Advisory Services
Texas
$6.21M -$11.2M -197,248 -66%
GSIS
340
Global Strategic Investment Solutions
Arizona
$6.16M -$55.3K -972 -0.9%
MAS
341
Managed Account Services
Florida
$6.15M -$105K -1,848 -2%
TCWM
342
Total Clarity Wealth Management
Illinois
$6.11M +$49.6K +872 +0.9%
Lido Advisors
343
Lido Advisors
California
$6.09M +$2.63M +46,240 +84%
CWM
344
Cahaba Wealth Management
Georgia
$6.07M -$875K -15,376 -14%
NCM
345
Narwhal Capital Management
Georgia
$6.07M +$584K +10,260 +11%
EAM
346
Eukles Asset Management
Ohio
$6.02M -$54.2K -952 -0.9%
WT
347
Whittier Trust
California
$5.99M +$711K +12,500 +14%
KWM
348
Keebeck Wealth Management
Illinois
$5.99M +$12.5K +220 +0.2%
ACM
349
Anfield Capital Management
California
$5.97M
DMC
350
Drexel Morgan & Co
Pennsylvania
$5.97M -$532K -9,340 -9%

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.