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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
NFC
551
Northeast Financial Consultants
Connecticut
$2.47M – – –
FPTW
552
Franklin, Parlapiano, Turner & Welch
Texas
$2.47M – – –
MM
553
Meridian Management
Arkansas
$2.46M -$31.9K -560 -1%
CCM
554
Ciovacco Capital Management
Georgia
$2.45M +$2.32M +40,704 New
CIAS
555
CBIZ Investment Advisory Services
Ohio
$2.44M – – –
IB
556
Intrust Bank
Kansas
$2.42M – – –
AAS
557
Annex Advisory Services
Wisconsin
$2.42M +$141K +2,472 +7%
IA
558
IFP Advisors
Florida
$2.42M +$367K +6,456 +19%
PFO
559
Pathstone Family Office
New Jersey
$2.39M +$106K +1,856 +5%
FAM
560
Fred Alger Management
New York
$2.39M +$2.19M +38,516 +3,451%
PCA
561
Personal Capital Advisors
California
$2.37M +$820K +14,408 +58%
BP
562
BBR Partners
New York
$2.33M +$20.5K +360 +0.9%
PMFA
563
Plante Moran Financial Advisors
Michigan
$2.33M +$23.2K +408 +1%
PBT
564
Pictet Bank & Trust
Bahamas
$2.32M +$2.19M +38,480 New
TSS
565
Two Sigma Securities
New York
$2.3M -$1.87M -32,912 -46%
PFWA
566
Paces Ferry Wealth Advisors
Georgia
$2.3M – – –
WHG
567
Westwood Holdings Group
Texas
$2.29M -$1.03M -18,164 -32%
AB
568
Amalgamated Bank
New York
$2.29M +$95.4K +1,676 +5%
GIM
569
Goelzer Investment Management
Indiana
$2.28M -$141K -2,476 -6%
OFG
570
Oxford Financial Group
Indiana
$2.28M – – –
LDB
571
Lee, Danner & Bass
Tennessee
$2.27M – – –
SFPG
572
Stonebridge Financial Planning Group
Florida
$2.26M +$172K +3,024 +9%
GG
573
Gofen & Glossberg
Illinois
$2.24M -$28.5K -500 -1%
MAFM
574
Mid Atlantic Financial Management
Pennsylvania
$2.23M +$358K +6,292 +20%
HCM
575
Howland Capital Management
Massachusetts
$2.23M -$40.1K -704 -2%
21 22
23
24 25

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.