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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
LWP
501
Legacy Wealth Planning
Nevada
$2.58M -$227K -4,308 -8%
YWP
502
YorkBridge Wealth Partners
New York
$2.56M -$72.5K -1,376 -3%
NFG
503
Next Financial Group
Texas
$2.52M -$542K -10,280 -18%
BFG
504
Beacon Financial Group
Texas
$2.5M -$380K -7,212 -14%
KTC
505
Kistler-Tiffany Companies
Pennsylvania
$2.49M +$22.1K +420 +0.9%
CC
506
Cassaday & Co
Virginia
$2.47M -$213K -4,036 -8%
RWA
507
Ropes Wealth Advisors
Massachusetts
$2.46M
ASN
508
Advisory Services Network
Georgia
$2.46M -$347K -6,580 -13%
FA
509
FCG Advisors
New Jersey
$2.46M -$192K -3,644 -7%
EWA
510
Exencial Wealth Advisors
Oklahoma
$2.45M +$43K +816 +2%
FNBT
511
FineMark National Bank & Trust
Florida
$2.43M -$24.9K -472 -1%
PWM
512
Perigon Wealth Management
California
$2.42M -$241K -4,576 -9%
HEIP
513
Hudson Edge Investment Partners
New Jersey
$2.38M +$2.31M +43,900 New
ABC
514
Associated Banc-Corp
Wisconsin
$2.38M -$168K -3,180 -7%
FSA
515
Financial Sense Advisors
California
$2.36M +$165K +3,132 +8%
CIA
516
Capital Investment Advisors
Georgia
$2.35M +$61.1K +1,160 +3%
PIA
517
Perennial Investment Advisors
California
$2.34M +$44K +836 +2%
PCWA
518
Pacific Capital Wealth Advisors
California
$2.34M -$38.8K -736 -2%
CIAS
519
CBIZ Investment Advisory Services
Ohio
$2.34M
SS
520
Simplicity Solutions
Minnesota
$2.32M -$24.2M -459,260 -91%
WWM
521
Western Wealth Management
Colorado
$2.32M +$8.85K +168 +0.4%
Allianz Asset Management
522
Allianz Asset Management
Germany
$2.31M -$9.64M -182,960 -81%
TNB
523
TCF National Bank
South Dakota
$2.31M +$553K +10,492 +33%
SAS
524
Stelac Advisory Services
New York
$2.29M +$48K +912 +2%
CG
525
Cutler Group
California
$2.29M -$111K -2,116 -5%

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.