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iShares Russell 1000 Growth ETF

1,320 hedge funds and large institutions have $43.4B invested in iShares Russell 1000 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 338 increasing their positions, 625 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 47

7% more capital invested

Capital invested by funds: $40.5B → $43.4B (+$2.81B)

3% more funds holding in top 10

Funds holding in top 10: 175181 (+6)

2% more funds holding

Funds holding: 1,2921,320 (+28)

2.73% less ownership

Funds ownership: 299.85%297.12% (-2.7%)

19% less call options, than puts

Call options by funds: $547M | Put options by funds: $674M

46% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 625

Holders
1,320
Holders Change
+28
Holders Change %
+2.17%
% of All Funds
26.63%
Holding in Top 10
181
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+3.43%
% of All Funds
3.65%
New
88
Increased
338
Reduced
625
Closed
47
Calls
$547M
Puts
$674M
Net Calls
-$128M
Net Calls Change
-$4.61M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
376
Tobias Financial Advisors
Florida
$4.53M -$225K -4,276 -5%
RSWM
377
Robertson Stephens Wealth Management
California
$4.5M +$784K +14,876 +22%
SVWAG
378
Sound View Wealth Advisors Group
Georgia
$4.47M -$112K -2,120 -3%
TWM
379
Titus Wealth Management
California
$4.46M +$90.4K +1,716 +2%
LWCFA
380
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.45M +$4.32M +81,972 New
AAMU
381
Amundi Asset Management US
Massachusetts
$4.34M -$2.46M -46,628 -37%
CCM
382
Coldstream Capital Management
Washington
$4.32M -$731K -13,872 -15%
MWM
383
Mission Wealth Management
California
$4.3M -$47.2K -896 -1%
CSM
384
CAMG Solamere Management
North Carolina
$4.3M -$14.1K -268 -0.3%
SLT
385
St Louis Trust
Missouri
$4.28M +$211 +4 +0%
HFA
386
Hoover Financial Advisors
Pennsylvania
$4.27M -$22.8K -432 -0.5%
GBT
387
Grove Bank & Trust
Florida
$4.24M +$63.2K +1,200 +2%
X
388
Xponance
Pennsylvania
$4.18M -$3.95M -74,916 -49%
GC
389
Garde Capital
Washington
$4.17M -$21.5K -408 -0.5%
RC
390
Rinet Company
Massachusetts
$4.17M -$24.2K -460 -0.6%
CA
391
Cornerstone Advisory
Maryland
$4.16M -$319K -6,048 -7%
FDCC
392
Foster Dykema Cabot & Co
Massachusetts
$4.14M +$125K +2,380 +3%
MFGP
393
Marshall Financial Group (Pennsylvania)
Pennsylvania
$4.11M -$137K -2,604 -3%
OPCM
394
Osborne Partners Capital Management
California
$4.08M -$63.2K -1,200 -2%
AI
395
Atria Investments
North Carolina
$4.08M +$1.87M +35,532 +90%
CPC
396
Consolidated Planning Corp
Georgia
$4M -$30.6K -580 -0.8%
MWM
397
Modera Wealth Management
New Jersey
$3.96M -$9.06K -172 -0.2%
FHA
398
First Horizon Advisors
Tennessee
$3.96M -$26.6K -504 -0.7%
OCM
399
One Capital Management
California
$3.95M +$172K +3,268 +5%
AWM
400
AE Wealth Management
Kansas
$3.95M -$24M -455,076 -86%

IWF Hedge Fund Activity: Q3 2020 in Review

1,320 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2020, worth a combined $43.4B — up 6.9% from $40.5B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new IWF positions and 47 closed out — a net gain of 41 holders — while 338 added to existing stakes and 625 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $87.5M. The largest seller was Bank of America, cutting an estimated $991M.

  • 1,320 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2020, up from 1,292 in Q2 2020.
  • Funds reported $43.4B of iShares Russell 1000 Growth ETF stock for Q3 2020, up 6.9% quarter-over-quarter.
  • 88 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2020 and 47 closed out, a net change of +41 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2020 was Brinker Capital Investments, an estimated $87.5M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2020 was Bank of America, an estimated $991M sold.

Based on aggregated 13F filings for Q3 2020.