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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
EWMCB
476
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.28M
DY
477
Dowling & Yahnke
California
$3.27M -$28.7K -504 -0.9%
IA
478
IFG Advisory
Georgia
$3.26M -$62.8K -1,104 -2%
FUBT
479
First United Bank & Trust
Maryland
$3.25M -$541K -9,500 -15%
RWA
480
Ropes Wealth Advisors
Massachusetts
$3.25M +$491K +8,620 +19%
VFIC
481
Valley Forge Investment Consultants
Pennsylvania
$3.23M +$3.05M +53,520 New
CAG
482
Crestwood Advisors Group
Massachusetts
$3.19M -$158K -2,768 -5%
NNP
483
Nachman Norwood & Parrott
South Carolina
$3.16M -$24.6K -432 -0.8%
HIA
484
Harbor Investment Advisory
Maryland
$3.15M -$99.3K -1,744 -3%
RB
485
Renasant Bank
Mississippi
$3.14M +$2.97M +52,160 New
FA
486
Financial Advisors
Massachusetts
$3.13M
CWP
487
CFM Wealth Partners
Texas
$3.13M -$199K -3,492 -6%
WDL
488
Well Done LLC
Michigan
$3.13M
DWT
489
Dorsey & Whitney Trust
South Dakota
$3.1M -$26K -456 -0.9%
AWS
490
AJ Wealth Strategies
New York
$3.07M +$2.05K +36 +0.1%
FI
491
FormulaFolio Investments
Michigan
$3.06M +$2.89M +50,796 New
SHJ
492
Sharkey, Howes & Javer
Colorado
$2.98M
NEPWA
493
New England Private Wealth Advisors
Massachusetts
$2.98M -$17.1K -300 -0.6%
KAH
494
Kathryn A. Hall
$2.97M
CAG
495
Curtis Advisory Group
California
$2.97M -$683 -12 -0%
SIC
496
Sigma Investment Counselors
Michigan
$2.94M +$802K +14,084 +41%
SWM
497
Segment Wealth Management
Texas
$2.93M
GTAM
498
Global Trust Asset Management
Florida
$2.92M -$320K -5,624 -10%
NEI
499
Northwest & Ethical Investments
Ontario, Canada
$2.89M -$159K -2,800 -6%
BG
500
Bollard Group
Massachusetts
$2.89M

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.