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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
OCG
576
Opus Capital Group
Ohio
$2.17M +$1.09M +17,928 +101%
Millennium Management
577
Millennium Management
New York
$2.17M +$339K +5,576 +19%
IB
578
Intrust Bank
Kansas
$2.15M -$295K -4,848 -12%
CTA
579
Chesley Taft & Associates
Illinois
$2.13M +$152K +2,500 +8%
KWM
580
Kingsview Wealth Management
Oregon
$2.12M +$403K +6,628 +24%
KIA
581
KCM Investment Advisors
California
$2.11M -$6.09K -100 -0.3%
AIM
582
Acropolis Investment Management
Missouri
$2.09M -$89.3K -1,468 -4%
MC
583
Middleton & Co
Massachusetts
$2.09M +$11K +180 +0.5%
AI
584
Atria Investments
North Carolina
$2.08M -$4.66M -76,556 -69%
STA
585
Summit Trail Advisors
New York
$2.07M
OIA
586
Optimum Investment Advisors
Illinois
$2.07M -$122K -2,000 -6%
CG
587
Caprock Group
Idaho
$2.06M -$6.82K -112 -0.3%
MCM
588
Mitchell Capital Management
Kansas
$2.06M -$2.94M -48,328 -59%
PMFA
589
Plante Moran Financial Advisors
Michigan
$2.06M -$287K -4,720 -12%
FNBSF
590
First National Bank Sioux Falls
South Dakota
$2.04M -$28.7K -472 -1%
CAC
591
Certified Advisory Corp
Florida
$2.04M +$2.05M +33,652 New
WTC
592
WhitTier Trust Company
Nevada
$2.04M
RVPG
593
Relative Value Partners Group
$2.02M
HC
594
Hoese & Co
Minnesota
$2.02M +$2.02M +33,148 New
SWA
595
Sax Wealth Advisors
New Jersey
$2.01M +$45.3K +744 +2%
MW
596
MBL Wealth
North Carolina
$2.01M -$87.6K -1,440 -4%
DIP
597
DT Investment Partners
Pennsylvania
$2M -$45.3K -744 -2%
RCM
598
Radnor Capital Management
Pennsylvania
$2M
TAM
599
Townsend Asset Management
North Carolina
$2M -$105K -1,720 -5%
LWMM
600
Legacy Wealth Management (Mississippi)
Mississippi
$1.98M -$14.6K -240 -0.7%

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.