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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
PBT
551
Pictet Bank & Trust
Bahamas
$2.39M +$51.1K +840 +2%
LWAC
552
Laurel Wealth Advisors (California)
California
$2.38M +$190K +3,120 +9%
MCM
553
Monument Capital Management
Virginia
$2.37M -$224K -3,688 -9%
WWM
554
Western Wealth Management
Colorado
$2.35M -$170K -2,800 -7%
PCA
555
Personal Capital Advisors
California
$2.34M -$51.9K -852 -2%
BP
556
BBR Partners
New York
$2.33M -$21.9K -360 -0.9%
PA
557
Paracle Advisors
Washington
$2.33M +$118K +1,944 +5%
MPPLM
558
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.32M +$3.74M +61,512 New
BNP Paribas Financial Markets
559
BNP Paribas Financial Markets
France
$2.32M -$1.09M -17,892 -32%
Barclays
560
Barclays
United Kingdom
$2.31M -$4.54M -74,532 -66%
BMCM
561
Bryn Mawr Capital Management
Pennsylvania
$2.3M +$152K +2,500 +7%
OFG
562
Oxford Financial Group
Indiana
$2.29M
AAS
563
Annex Advisory Services
Wisconsin
$2.29M -$149K -2,452 -6%
GTAM
564
Global Trust Asset Management
Florida
$2.28M -$660K -10,840 -22%
PFO
565
Pathstone Family Office
New Jersey
$2.28M -$136K -2,240 -6%
GG
566
Gofen & Glossberg
Illinois
$2.26M
SEI Investments
567
SEI Investments
Pennsylvania
$2.25M -$245K -4,024 -10%
HCM
568
Howland Capital Management
Massachusetts
$2.25M
PFS
569
Prospera Financial Services
Texas
$2.25M +$11.9K +196 +0.5%
PFWA
570
Paces Ferry Wealth Advisors
Georgia
$2.25M -$66.2K -1,088 -3%
AWM
571
Apollon Wealth Management
South Carolina
$2.23M +$1.24M +20,316 +124%
TFO
572
Tarbox Family Office
California
$2.23M
SMA
573
Sage Mountain Advisors
Georgia
$2.21M +$701K +11,512 +46%
IWC
574
Integrated Wealth Concepts
Massachusetts
$2.19M +$53.3K +876 +2%
PFG
575
PAX Financial Group
Texas
$2.18M -$68.2K -1,120 -3%

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.