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iShares Russell 1000 Growth ETF

1,472 hedge funds and large institutions have $47.2B invested in iShares Russell 1000 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 386 increasing their positions, 689 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.57% more ownership

Funds ownership: 297.46%299.03% (+1.6%)

5% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 78

1% less funds holding

Funds holding: 1,4851,472 (-13)

2% less capital invested

Capital invested by funds: $48B → $47.2B (-$846M)

8% less funds holding in top 10

Funds holding in top 10: 181166 (-15)

44% less repeat investments, than reductions

Existing positions increased: 386 | Existing positions reduced: 689

67% less call options, than puts

Call options by funds: $85.6M | Put options by funds: $257M

Holders
1,472
Holders Change
-13
Holders Change %
-0.88%
% of All Funds
25.85%
Holding in Top 10
166
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-8.29%
% of All Funds
2.91%
New
82
Increased
386
Reduced
689
Closed
78
Calls
$85.6M
Puts
$257M
Net Calls
-$171M
Net Calls Change
-$60.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
426
Parallel Advisors
California
$3.96M +$1.27M +20,828 +47%
IWP
427
Icon Wealth Partners
Texas
$3.96M +$420K +6,904 +12%
DFA
428
DHJJ Financial Advisors
Illinois
$3.94M -$3.65K -60 -0.1%
IWM
429
IHT Wealth Management
Illinois
$3.89M -$14.9K -244 -0.4%
HF
430
Halpern Financial
Virginia
$3.87M -$13.6K -224 -0.4%
AWA
431
Alta Wealth Advisors
Massachusetts
$3.85M -$74.7K -1,228 -2%
JF
432
JSF Financial
California
$3.83M -$12.8M -210,988 -77%
PA
433
Procyon Advisors
Connecticut
$3.83M +$46K +756 +1%
Jacobs Levy Equity Management
434
Jacobs Levy Equity Management
New Jersey
$3.82M
LWCFA
435
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.81M -$1.18M -19,340 -24%
DT
436
Diversified Trust
Tennessee
$3.78M +$95.4K +1,568 +3%
WAP
437
Wealthcare Advisory Partners
Pennsylvania
$3.75M +$8.76K +144 +0.2%
MOS
438
MGO One Seven
Ohio
$3.74M -$248K -4,076 -6%
ACM
439
Alcosta Capital Management
California
$3.74M +$1.49M +24,540 +66%
VFIC
440
Valley Forge Investment Consultants
Pennsylvania
$3.71M +$455K +7,476 +14%
ACA
441
Affinity Capital Advisors
California
$3.68M -$735K -12,072 -17%
CAAS
442
Capital Asset Advisory Services
Michigan
$3.66M +$40.4K +664 +1%
MMG
443
Monetary Management Group
Missouri
$3.56M -$225K -3,700 -6%
EAM
444
Evanson Asset Management
California
$3.55M -$118K -1,932 -3%
MFW
445
Mosaic Family Wealth
Missouri
$3.53M -$78.9K -1,296 -2%
MAM
446
McCarthy Asset Management
California
$3.5M -$64K -1,052 -2%
WW
447
Westshore Wealth
California
$3.49M +$3.49M +57,416 New
TWM
448
Tradition Wealth Management
Minnesota
$3.48M
BFG
449
Baron Financial Group
New Jersey
$3.46M -$372K -6,112 -10%
SIA
450
Stegner Investment Associates
Kentucky
$3.44M

IWF Hedge Fund Activity: Q1 2021 in Review

1,472 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2021, worth a combined $47.2B — down 1.8% from $48B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new IWF positions and 78 closed out — a net gain of 4 holders — while 386 added to existing stakes and 689 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $114M. The largest seller was Bank of America, cutting an estimated $558M.

  • 1,472 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2021, down from 1,485 in Q4 2020.
  • Funds reported $47.2B of iShares Russell 1000 Growth ETF stock for Q1 2021, down 1.8% quarter-over-quarter.
  • 82 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2021 and 78 closed out, a net change of +4 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2021 was Brinker Capital Investments, an estimated $114M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2021 was Bank of America, an estimated $558M sold.

Based on aggregated 13F filings for Q1 2021.