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iShares Russell 1000 Growth ETF

1,472 hedge funds and large institutions have $47.2B invested in iShares Russell 1000 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 386 increasing their positions, 689 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.57% more ownership

Funds ownership: 297.46%299.03% (+1.6%)

5% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 78

1% less funds holding

Funds holding: 1,4851,472 (-13)

2% less capital invested

Capital invested by funds: $48B → $47.2B (-$846M)

8% less funds holding in top 10

Funds holding in top 10: 181166 (-15)

44% less repeat investments, than reductions

Existing positions increased: 386 | Existing positions reduced: 689

67% less call options, than puts

Call options by funds: $85.6M | Put options by funds: $257M

Holders
1,472
Holders Change
-13
Holders Change %
-0.88%
% of All Funds
25.85%
Holding in Top 10
166
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-8.29%
% of All Funds
2.91%
New
82
Increased
386
Reduced
689
Closed
78
Calls
$85.6M
Puts
$257M
Net Calls
-$171M
Net Calls Change
-$60.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PPP
501
Private Portfolio Partners
New Jersey
$2.85M +$91.8K +1,508 +3%
FSA
502
Financial Sense Advisors
California
$2.83M -$34.1K -560 -1%
FFG
503
Fullen Financial Group
Ohio
$2.82M -$61.4K -1,008 -2%
AB
504
Atlas Brown
Kentucky
$2.82M -$3.17K -52 -0.1%
FNBT
505
FineMark National Bank & Trust
Florida
$2.82M +$118K +1,936 +4%
ASN
506
Advisory Services Network
Georgia
$2.8M +$184K +3,024 +7%
FF
507
FourThought Financial
Florida
$2.79M +$118K +1,932 +4%
CF
508
Corrigan Financial
Rhode Island
$2.77M -$104K -1,708 -4%
PWM
509
Perigon Wealth Management
California
$2.77M +$54K +888 +2%
Fisher Asset Management
510
Fisher Asset Management
Washington
$2.77M +$73.3K +1,204 +3%
PIA
511
Perennial Investment Advisors
California
$2.76M +$194K +3,188 +8%
OSAM
512
O'Shaughnessy Asset Management
Connecticut
$2.75M +$61.4K +1,008 +2%
YWP
513
YorkBridge Wealth Partners
New York
$2.75M -$52.1K -856 -2%
Chevy Chase Trust
514
Chevy Chase Trust
Maryland
$2.73M -$685K -11,256 -20%
TCBWMS
515
Texas Capital Bank Wealth Management Services
Texas
$2.71M -$931K -15,304 -26%
EWA
516
Exencial Wealth Advisors
Oklahoma
$2.71M -$21.2K -348 -0.8%
AIM
517
AMI Investment Management
Indiana
$2.71M
SCM
518
SOL Capital Management
Maryland
$2.7M -$190K -3,120 -7%
BFG
519
Beacon Financial Group
Texas
$2.69M
CC
520
Cassaday & Co
Virginia
$2.68M +$30.2K +496 +1%
DAS
521
Dynamic Advisor Solutions
Arizona
$2.66M -$183K -3,008 -6%
ACP
522
Ashfield Capital Partners
California
$2.66M +$420K +6,904 +19%
AWA
523
Arete Wealth Advisors
Illinois
$2.66M +$1.42M +23,380 +115%
TNA
524
True North Advisors
Texas
$2.65M -$73.3K -1,204 -3%
BWA
525
Beam Wealth Advisors
Louisiana
$2.65M +$47K +772 +2%

IWF Hedge Fund Activity: Q1 2021 in Review

1,472 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2021, worth a combined $47.2B — down 1.8% from $48B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new IWF positions and 78 closed out — a net gain of 4 holders — while 386 added to existing stakes and 689 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $114M. The largest seller was Bank of America, cutting an estimated $558M.

  • 1,472 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2021, down from 1,485 in Q4 2020.
  • Funds reported $47.2B of iShares Russell 1000 Growth ETF stock for Q1 2021, down 1.8% quarter-over-quarter.
  • 82 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2021 and 78 closed out, a net change of +4 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2021 was Brinker Capital Investments, an estimated $114M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2021 was Bank of America, an estimated $558M sold.

Based on aggregated 13F filings for Q1 2021.