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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
BCM
451
Brookstone Capital Management
Illinois
$3.65M +$481K +8,448 +16%
EAM
452
Evanson Asset Management
California
$3.63M +$435K +7,636 +15%
TCBWMS
453
Texas Capital Bank Wealth Management Services
Texas
$3.62M -$10.2K -180 -0.3%
AT
454
Arden Trust
Delaware
$3.61M -$209K -3,676 -6%
CAAS
455
Capital Asset Advisory Services
Michigan
$3.59M +$19.4K +340 +0.6%
MFW
456
Mosaic Family Wealth
Missouri
$3.58M -$49.4K -868 -1%
TW
457
Towerpoint Wealth
California
$3.58M -$17.8K -312 -0.5%
MAM
458
McCarthy Asset Management
California
$3.53M +$3.33M +58,576 New
HS
459
Horan Securities
United States
$3.53M -$32.8K -576 -1%
SHWM
460
Smith & Howard Wealth Management
Georgia
$3.52M -$44.4K -780 -1%
IWP
461
Icon Wealth Partners
Texas
$3.51M -$11.8K -208 -0.4%
VFA
462
Voya Financial Advisors
Connecticut
$3.49M -$1.82K -32 -0.1%
Loomis, Sayles & Company
463
Loomis, Sayles & Company
Massachusetts
$3.47M +$2.84M +49,876 +652%
DPI
464
Diversified Portfolios Inc
Michigan
$3.46M -$700K -12,296 -18%
MSFS
465
Main Street Financial Solutions
Pennsylvania
$3.45M +$3.26M +57,244 New
TWM
466
Tradition Wealth Management
Minnesota
$3.45M +$3.26M +57,232 New
GIA
467
Gladstone Institutional Advisory
Florida
$3.43M -$535K -9,404 -14%
PCG
468
Private Capital Group
Connecticut
$3.43M -$722K -12,680 -18%
AWA
469
Arkadios Wealth Advisors
Georgia
$3.43M +$1.73M +30,356 +115%
CBN
470
Cadence Bank NA
Texas
$3.42M -$261K -4,588 -7%
SIA
471
Stegner Investment Associates
Kentucky
$3.41M
Chevy Chase Trust
472
Chevy Chase Trust
Maryland
$3.38M +$98.6K +1,732 +3%
BNP Paribas Financial Markets
473
BNP Paribas Financial Markets
France
$3.38M -$11M -193,168 -78%
NPF
474
Norris Perne & French
Michigan
$3.33M -$250K -4,392 -7%
LNWTC
475
Laird Norton Wetherby Trust Company
Washington
$3.32M +$3.14M +55,100 New

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.