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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
CWM
476
Confluence Wealth Management
Oregon
$2.81M -$4.76M -90,272 -56%
AB
477
Atlas Brown
Kentucky
$2.78M +$6.74K +128 +0.2%
FAIM
478
Financial Advocates Investment Management
Washington
$2.77M +$2.32K +44 +0.1%
AWS
479
AJ Wealth Strategies
New York
$2.76M +$2.32K +44 +0.1%
NEI
480
Northwest & Ethical Investments
Ontario, Canada
$2.75M +$232K +4,400 +9%
BWA
481
Beam Wealth Advisors
Louisiana
$2.72M +$28.9K +548 +1%
SCM
482
SOL Capital Management
Maryland
$2.7M -$63.2K -1,200 -2%
NEPWA
483
New England Private Wealth Advisors
Massachusetts
$2.69M -$312K -5,920 -11%
PG
484
Prostatis Group
Maryland
$2.69M +$2.61M +49,544 New
SHJ
485
Sharkey, Howes & Javer
Colorado
$2.68M -$84.3K -1,600 -3%
KAH
486
Kathryn A. Hall
$2.67M
CAG
487
Curtis Advisory Group
California
$2.67M -$38.4K -728 -1%
SBSB
488
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.65M +$178K +3,376 +7%
SWM
489
Segment Wealth Management
Texas
$2.64M +$15K +284 +0.6%
Jennison Associates
490
Jennison Associates
New York
$2.63M +$1.25M +23,652 +95%
FFG
491
Fullen Financial Group
Ohio
$2.63M +$421 +8 +0%
Prudential Financial
492
Prudential Financial
New Jersey
$2.61M -$57.3K -1,088 -2%
FFA
493
Founders Financial Alliance
North Carolina
$2.6M +$2.52M +47,924 New
BG
494
Bollard Group
Massachusetts
$2.6M
CF
495
Corrigan Financial
Rhode Island
$2.59M -$78.2K -1,484 -3%
LC
496
Landaas & Company
Wisconsin
$2.59M -$9.48K -180 -0.4%
WB
497
WesBanco Bank
West Virginia
$2.58M -$19K -360 -0.7%
SC
498
Savant Capital
Illinois
$2.58M +$87.5K +1,660 +4%
FWP
499
FAS Wealth Partners
Kansas
$2.58M -$78.8K -1,496 -3%
1832 Asset Management
500
1832 Asset Management
Ontario, Canada
$2.58M -$780K -14,800 -24%

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.