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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
CWG
376
Cornerstone Wealth Group
North Carolina
$5.11M +$1.13M +19,804 +31%
FHA
377
First Horizon Advisors
Tennessee
$5.06M +$625K +10,976 +15%
AIM
378
Avity Investment Management
Connecticut
$5.06M -$80.1K -1,408 -2%
ZIM
379
Zacks Investment Management
Illinois
$5.05M +$4.26M +74,832 +840%
JG
380
Jefferies Group
New York
$5.01M -$4.34M -76,184 -48%
HNB
381
Huntington National Bank
Ohio
$5.01M
RSWM
382
Robertson Stephens Wealth Management
California
$4.98M -$19.4K -340 -0.4%
VVP
383
Venture Visionary Partners
Ohio
$4.97M +$4.69M +82,460 New
MCM
384
Mitchell Capital Management
Kansas
$4.96M -$576K -10,124 -11%
SXL
385
Summit X LLC
Missouri
$4.96M +$3.78M +66,328 +415%
NCG
386
Newport Capital Group
New Jersey
$4.95M +$4.67M +82,116 New
PWPS
387
Pinnacle Wealth Planning Services
Ohio
$4.95M +$553K +9,712 +13%
LWCFA
388
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.94M
AWP
389
Accretive Wealth Partners
New Jersey
$4.94M +$4.66M +81,876 New
LNWWM
390
Laird Norton Wetherby Wealth Management
California
$4.91M +$1.44M +25,332 +45%
NAM
391
NTV Asset Management
West Virginia
$4.91M -$196K -3,452 -4%
SVWAG
392
Sound View Wealth Advisors Group
Georgia
$4.83M -$130K -2,292 -3%
GG
393
GenWealth Group
New Jersey
$4.82M -$148K -2,596 -3%
MWM
394
Mission Wealth Management
California
$4.8M +$12.1K +212 +0.3%
VC
395
Veracity Capital
Georgia
$4.78M -$423K -7,440 -9%
OIA
396
OneDigital Investment Advisors
Kansas
$4.75M -$398K -6,996 -8%
TFA
397
Tobias Financial Advisors
Florida
$4.75M -$271K -4,756 -6%
SLT
398
St Louis Trust
Missouri
$4.74M -$21.2K -372 -0.5%
BFS
399
Bard Financial Services
Connecticut
$4.73M +$4.47M +78,500 New
GBT
400
Grove Bank & Trust
Florida
$4.71M

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.