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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
IWP
451
Icon Wealth Partners
Texas
$3.17M
VFA
452
Voya Financial Advisors
Connecticut
$3.12M -$68.7K -1,304 -2%
FNT
453
First National Trust
Pennsylvania
$3.12M +$13.5K +256 +0.4%
SIA
454
Stegner Investment Associates
Kentucky
$3.07M +$2.98M +56,556 New
LNWWM
455
Laird Norton Wetherby Wealth Management
California
$3.05M -$51.6K -980 -2%
WHG
456
Westwood Holdings Group
Texas
$3.04M -$71.6K -1,360 -2%
CAG
457
Crestwood Advisors Group
Massachusetts
$3.02M +$5.69K +108 +0.2%
WA
458
Wilshire Advisors
California
$3.01M -$316K -5,996 -10%
CWP
459
CFM Wealth Partners
Texas
$3M +$335K +6,364 +13%
IA
460
IFG Advisory
Georgia
$2.99M +$313K +5,940 +12%
Lido Advisors
461
Lido Advisors
California
$2.97M +$401K +7,616 +16%
GTAM
462
Global Trust Asset Management
Florida
$2.97M +$251K +4,772 +10%
DY
463
Dowling & Yahnke
California
$2.96M -$11.2K -212 -0.4%
CFG
464
Cooper Financial Group
California
$2.96M -$187K -3,548 -6%
EWMCB
465
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.95M -$18.3K -348 -0.6%
Chevy Chase Trust
466
Chevy Chase Trust
Maryland
$2.94M -$121K -2,288 -4%
HIA
467
Harbor Investment Advisory
Maryland
$2.93M +$2.95K +56 +0.1%
AIP
468
Almanack Investment Partners
Pennsylvania
$2.91M -$4.04M -76,756 -59%
FFC
469
Fure Financial Corporation
Minnesota
$2.87M +$2.79M +53,008 New
NNP
470
Nachman Norwood & Parrott
South Carolina
$2.87M +$1.48K +28 +0.1%
EAM
471
Evanson Asset Management
California
$2.85M -$242K -4,592 -8%
BCM
472
Brookstone Capital Management
Illinois
$2.83M +$676K +12,840 +33%
FA
473
Financial Advisors
Massachusetts
$2.82M +$37.7K +716 +1%
DWT
474
Dorsey & Whitney Trust
South Dakota
$2.81M
WDL
475
Well Done LLC
Michigan
$2.81M

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.