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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
GT
576
Glenview Trust
Kentucky
$1.84M -$395K -7,504 -18%
SFM
577
Signet Financial Management
New Jersey
$1.84M -$77.5K -1,472 -4%
AWM
578
Aprio Wealth Management
Georgia
$1.83M -$290K -5,496 -14%
EWP
579
Engrave Wealth Partners
Texas
$1.83M -$270K -5,132 -13%
DIP
580
DT Investment Partners
Pennsylvania
$1.83M
AIM
581
Acropolis Investment Management
Missouri
$1.83M
Cerity Partners
582
Cerity Partners
New York
$1.82M +$360K +6,832 +26%
IA
583
IFP Advisors
Florida
$1.82M -$915K -17,364 -34%
CA
584
Cambridge Advisors
Nebraska
$1.82M -$24K -456 -1%
RCM
585
Radnor Capital Management
Pennsylvania
$1.82M +$252K +4,784 +17%
BMCM
586
Bryn Mawr Capital Management
Pennsylvania
$1.81M +$72.1K +1,368 +4%
CWM
587
Calamos Wealth Management
Illinois
$1.81M +$40.2K +764 +2%
JWM
588
Jackson Wealth Management
Florida
$1.81M +$1.76M +33,320 New
RVPG
589
Relative Value Partners Group
$1.8M
KPWS
590
Kestra Private Wealth Services
Texas
$1.8M +$1.75M +33,244 New
ARG
591
Advisory Resource Group
Oklahoma
$1.79M -$11.2K -212 -0.6%
ATC
592
Argent Trust Co
Tennessee
$1.77M -$1.83M -34,824 -52%
ST
593
Smithfield Trust
Pennsylvania
$1.76M
MAFM
594
Mid Atlantic Financial Management
Pennsylvania
$1.73M -$27K -512 -2%
BIA
595
BHK Investment Advisors
Alabama
$1.73M -$390K -7,396 -19%
IWC
596
Integrated Wealth Concepts
Massachusetts
$1.72M +$72.1K +1,368 +5%
PFG
597
PAX Financial Group
Texas
$1.71M -$116K -2,204 -7%
PS
598
Portfolio Strategies
New York
$1.71M -$30.6K -580 -2%
PA
599
PFG Advisors
Arizona
$1.7M +$776K +14,736 +91%
CIA
600
Choate Investment Advisors
Massachusetts
$1.7M -$56.1K -1,064 -3%

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.