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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
Fiera Capital (Canada)
401
Fiera Capital (Canada)
Quebec, Canada
$4.65M -$522K -9,168 -11%
PA
402
Pinnacle Associates
New York
$4.55M +$187K +3,280 +5%
OPCM
403
Osborne Partners Capital Management
California
$4.53M
AA
404
Ancora Advisors
Ohio
$4.53M +$141K +2,480 +3%
NG
405
Northstar Group
New York
$4.53M +$239K +4,200 +6%
GC
406
Garde Capital
Washington
$4.51M -$112K -1,960 -3%
CA
407
Cornerstone Advisory
Maryland
$4.51M -$106K -1,868 -2%
MFGP
408
Marshall Financial Group (Pennsylvania)
Pennsylvania
$4.48M -$88.3K -1,552 -2%
HFA
409
Hoover Financial Advisors
Pennsylvania
$4.47M -$232K -4,072 -5%
AWA
410
Aaron Wealth Advisors
Illinois
$4.46M +$4.21M +73,940 New
CCM
411
Coldstream Capital Management
Washington
$4.46M -$329K -5,788 -7%
RC
412
Rinet Company
Massachusetts
$4.44M -$183K -3,212 -4%
CPC
413
Consolidated Planning Corp
Georgia
$4.41M -$37.6K -660 -0.9%
ACA
414
Affinity Capital Advisors
California
$4.38M -$1.05M -18,412 -20%
FT
415
Fiduciary Trust
Massachusetts
$4.29M
AA
416
Alesco Advisors
New York
$4.29M -$34.2K -600 -0.8%
HWA
417
Hillcrest Wealth Advisors
New Jersey
$4.29M -$14.8K -260 -0.4%
CSM
418
CAMG Solamere Management
North Carolina
$4.25M -$493K -8,656 -11%
MBTD
419
Mechanics Bank - Trust Department
California
$4.25M -$66.9K -1,176 -2%
ONB
420
Old National Bancorp
Indiana
$4.23M -$34.2K -600 -0.8%
OCM
421
One Capital Management
California
$4.22M -$152K -2,676 -4%
HCM
422
HM Capital Management
Missouri
$4.18M
ICMP
423
Integrated Capital Management (Pennsylvania)
Pennsylvania
$4.17M -$190K -3,340 -5%
QCG
424
Quadrant Capital Group
Ohio
$4.15M +$32.8K +576 +0.8%
HCIA
425
Hochman Cole Investment Advisors
Illinois
$4.12M -$146K -2,564 -4%

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.