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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
OPS
326
Orion Portfolio Solutions
Nebraska
$7.2M -$300K -4,244 -4%
NCM
327
Narwhal Capital Management
Georgia
$7.15M +$330K +4,660 +5%
TI
328
Truepoint Inc
Ohio
$7.12M -$291K -4,112 -4%
AWP
329
Accretive Wealth Partners
New Jersey
$7.11M +$104K +1,476 +1%
FC
330
Ferris Capital
Massachusetts
$7.08M +$5.71M +80,776 +594%
BFM
331
Boston Financial Management
Massachusetts
$7.05M -$159K -2,248 -2%
EWM
332
EPG Wealth Management
Georgia
$6.98M -$134K -1,888 -2%
KP
333
Keel Point
Alabama
$6.97M +$214K +3,032 +3%
FMWA
334
Forvis Mazars Wealth Advisors
Missouri
$6.92M -$19K -268 -0.3%
EAM
335
Eukles Asset Management
Ohio
$6.89M +$66.5K +940 +0.9%
RCAG
336
Rehmann Capital Advisory Group
Michigan
$6.89M -$90K -1,272 -1%
GIA
337
Gladstone Institutional Advisory
Florida
$6.82M +$6.51K +92 +0.1%
CCM
338
Coldstream Capital Management
Washington
$6.78M +$412K +5,824 +5%
CB
339
Community Bank
New York
$6.71M -$2.06M -29,068 -23%
TWM
340
Tolleson Wealth Management
Texas
$6.71M -$51.2K -724 -0.7%
KWM
341
Keebeck Wealth Management
Illinois
$6.7M -$31.4K -444 -0.5%
WJA
342
Willis Johnson & Associates
Texas
$6.68M +$44.4K +628 +0.6%
CS
343
Comerica Securities
Michigan
$6.68M -$186K -2,636 -3%
ZB
344
Zions Bancorporation
Utah
$6.67M +$581K +8,212 +9%
BAM
345
Berkshire Asset Management
Pennsylvania
$6.66M -$386K -5,456 -5%
RIL
346
Rothschild Investment LLC
Illinois
$6.66M +$290K +4,100 +4%
AAS
347
Avantax Advisory Services
Texas
$6.62M +$21.2K +300 +0.3%
ICM
348
IMS Capital Management
Oregon
$6.58M -$67.1K -948 -1%
CDIA
349
Capital Directions Investment Advisors
Georgia
$6.57M +$99.3K +1,404 +1%
NF
350
Nikulski Financial
Iowa
$6.54M +$254K +3,588 +4%

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.