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iShares Russell 1000 Growth ETF
IWF

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: 1,320 → 1,485 (+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: 181 → 181 (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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$183M
2
Bank of America
Bank of America
North Carolina
+$126M
3
BlackRock
BlackRock
New York
+$61.3M
4
AssetMark Inc
AssetMark Inc
California
+$58.7M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$54.9M

Top Sellers

Rank Fund Capital Flow
1
B
Barings
North Carolina
-$226M
2
N
Nuveen
North Carolina
-$114M
3
BCI
Brinker Capital Investments
Pennsylvania
-$93.6M
4
Goldman Sachs
Goldman Sachs
New York
-$70.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$70M
Name Holding Trade Value Shares
Change 		Change in
Stake
ClearBridge Investments
526
ClearBridge Investments
New York
$2.68M +$2.53M +44,400 New
OSAM
527
O'Shaughnessy Asset Management
Connecticut
$2.67M +$2.3M +40,476 +1,048%
Fisher Asset Management
528
Fisher Asset Management
Washington
$2.67M +$874K +15,356 +53%
PA
529
Parallel Advisors
California
$2.67M -$4.53M -79,568 -64%
FF
530
FourThought Financial
Florida
$2.65M +$2.5M +43,944 New
HEIP
531
Hudson Edge Investment Partners
New Jersey
$2.65M – – –
CC
532
Cassaday & Co
Virginia
$2.63M -$108K -1,892 -4%
SFWC
533
Strategic Family Wealth Counselors
New Jersey
$2.61M +$208K +3,648 +9%
PCWA
534
Pacific Capital Wealth Advisors
California
$2.6M – – –
ASN
535
Advisory Services Network
Georgia
$2.6M -$126K -2,216 -5%
SPC
536
Sigma Planning Corp
Michigan
$2.59M +$239K +4,204 +11%
BWA
537
Beam Wealth Advisors
Louisiana
$2.59M -$417K -7,320 -15%
CS
538
Credit Suisse
Switzerland
$2.58M +$374K +6,576 +18%
TNB
539
TCF National Bank
South Dakota
$2.58M +$13.2K +232 +0.5%
MCM
540
Monument Capital Management
Virginia
$2.58M +$135K +2,376 +6%
AIM
541
AMI Investment Management
Indiana
$2.56M – – –
JF
542
Jump Financial
Illinois
$2.55M +$2.41M +42,368 New
PIA
543
Perennial Investment Advisors
California
$2.55M -$49.6K -872 -2%
FAIM
544
Financial Advocates Investment Management
Washington
$2.55M -$389K -6,840 -13%
DCM
545
Dimension Capital Management
Florida
$2.52M – – –
FWP
546
FAS Wealth Partners
Kansas
$2.5M -$344K -6,044 -13%
WWM
547
Western Wealth Management
Colorado
$2.5M -$72.4K -1,272 -3%
KCM
548
Karp Capital Management
California
$2.5M +$28K +492 +1%
SEI Investments
549
SEI Investments
Pennsylvania
$2.49M +$1.02M +17,912 +76%
VWA
550
V Wealth Advisors
Kansas
$2.48M +$2.34M +41,052 New
20 21
22
23 24

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.