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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
RhumbLine Advisers
351
RhumbLine Advisers
Massachusetts
$5.96M -$2.41M -42,360 -30%
TWM
352
Tolleson Wealth Management
Texas
$5.95M
SFS
353
Strategic Financial Services
New York
$5.88M -$1.35M -23,736 -20%
ICM
354
IMS Capital Management
Oregon
$5.85M +$124K +2,172 +2%
HH
355
Hilltop Holdings
Texas
$5.8M +$482K +8,468 +10%
Jennison Associates
356
Jennison Associates
New York
$5.77M +$2.68M +47,100 +97%
QCM
357
Quest Capital Management
Texas
$5.75M -$266K -4,672 -5%
CI
358
Conning Inc
Connecticut
$5.73M +$1.33M +23,352 +33%
AWM
359
AE Wealth Management
Kansas
$5.57M +$1.12M +19,612 +27%
CDIA
360
Capital Directions Investment Advisors
Georgia
$5.54M -$138K -2,416 -3%
PMG
361
ProVise Management Group
Florida
$5.49M -$395K -6,940 -7%
VOYA Investment Management
362
VOYA Investment Management
Georgia
$5.49M -$29.3M -514,936 -85%
WJA
363
Willis Johnson & Associates
Texas
$5.49M +$5.19M +91,096 New
CGA
364
Crescent Grove Advisors
Illinois
$5.48M +$455 +8 +0%
BBVA
365
Banco Bilbao Vizcaya Argentaria
Spain
$5.47M +$1.32M +23,240 +34%
OWM
366
Opes Wealth Management
California
$5.46M -$2.88M -50,632 -36%
CTC
367
Central Trust Company
Missouri
$5.44M -$17.3K -304 -0.3%
SW
368
SlateStone Wealth
Florida
$5.4M -$132K -2,316 -3%
OFS
369
Oldfather Financial Services
Nebraska
$5.39M -$26K -456 -0.5%
RIL
370
Rothschild Investment LLC
Illinois
$5.3M +$196K +3,436 +4%
HTC
371
Haverford Trust Company
Pennsylvania
$5.24M -$42.1K -740 -0.8%
RCM
372
RNC Capital Management
California
$5.21M -$34.2K -600 -0.7%
MC
373
Mathes Company
New York
$5.18M
TWM
374
Titus Wealth Management
California
$5.17M +$201K +3,536 +4%
PGFC
375
Peapack-Gladstone Financial Corp
New Jersey
$5.11M +$990K +17,400 +26%

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.