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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
FDCC
426
Foster Dykema Cabot & Co
Massachusetts
$4.1M -$476K -8,368 -11%
MA
427
Mutual Advisors
Nebraska
$4.09M -$11.6K -204 -0.3%
EIP
428
Ellis Investment Partners
Pennsylvania
$4.07M -$23.7K -416 -0.6%
EP
429
EPIQ Partners
Minnesota
$4.01M +$63.7K +1,120 +2%
MOS
430
MGO One Seven
Ohio
$3.96M +$388K +6,824 +12%
CFG
431
Cooper Financial Group
California
$3.95M +$628K +11,028 +20%
CCM
432
Canal Capital Management
Virginia
$3.94M -$4.33K -76 -0.1%
PCM
433
Pointe Capital Management
Michigan
$3.93M -$43.9K -772 -1%
ASBI
434
American State Bank (Iowa)
Iowa
$3.92M +$3.7M +64,964 New
DFA
435
DHJJ Financial Advisors
Illinois
$3.91M +$3.69M +64,852 New
AWA
436
Alta Wealth Advisors
Massachusetts
$3.89M +$3.67M +64,544 New
IWM
437
IHT Wealth Management
Illinois
$3.87M -$2.96K -52 -0.1%
HF
438
Halpern Financial
Virginia
$3.85M -$59.2K -1,040 -2%
RZH
439
Relyea Zuckerberg Hanson
Connecticut
$3.84M +$291K +5,116 +9%
FS
440
Ferguson Shapiro
Georgia
$3.81M +$2.1M +36,908 +141%
BFG
441
Baron Financial Group
New Jersey
$3.81M -$308K -5,420 -8%
Jacobs Levy Equity Management
442
Jacobs Levy Equity Management
New Jersey
$3.79M -$20.9K -368 -0.6%
Nomura Asset Management
443
Nomura Asset Management
Japan
$3.79M -$2.42M -42,520 -40%
Bank of Montreal
444
Bank of Montreal
Ontario, Canada
$3.77M +$1.8M +31,688 +103%
FNT
445
First National Trust
Pennsylvania
$3.76M +$282K +4,960 +9%
MMG
446
Monetary Management Group
Missouri
$3.76M -$22.8K -400 -0.6%
PA
447
Procyon Advisors
Connecticut
$3.75M -$181K -3,188 -5%
WAP
448
Wealthcare Advisory Partners
Pennsylvania
$3.71M +$65.8K +1,156 +2%
SS
449
Simplicity Solutions
Minnesota
$3.67M +$1.03M +18,076 +42%
DT
450
Diversified Trust
Tennessee
$3.65M -$15.9K -280 -0.5%

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.