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iShares Russell 1000 Growth ETF

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: 1,3201,485 (+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: 181181 (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
Name Holding Trade Value Shares
Change
Change in
Stake
FNBSF
601
First National Bank Sioux Falls
South Dakota
$2.06M -$41.4K -728 -2%
BWCS
602
Beirne Wealth Consulting Services
Connecticut
$2.06M -$6.38K -112 -0.3%
JWM
603
Jackson Wealth Management
Florida
$2.06M +$43.7K +768 +2%
STA
604
Summit Trail Advisors
New York
$2.05M
CG
605
Caprock Group
Idaho
$2.05M +$489K +8,596 +34%
DIP
606
DT Investment Partners
Pennsylvania
$2.03M
CFA
607
Cahill Financial Advisors
Minnesota
$2.03M -$178K -3,120 -8%
SAS
608
Stelac Advisory Services
New York
$2.03M -$493K -8,660 -20%
KPWS
609
Kestra Private Wealth Services
Texas
$2.03M +$26K +456 +1%
WTC
610
WhitTier Trust Company
Nevada
$2.02M +$307K +5,392 +19%
RVPG
611
Relative Value Partners Group
$2M
LWMM
612
Legacy Wealth Management (Mississippi)
Mississippi
$1.98M +$1.87M +32,900 New
RCM
613
Radnor Capital Management
Pennsylvania
$1.98M -$34.2K -600 -2%
SFM
614
Signet Financial Management
New Jersey
$1.98M +$455 +8 +0%
KF
615
Krilogy Financial
Missouri
$1.97M -$76.5K -1,344 -4%
Legal & General Group
616
Legal & General Group
United Kingdom
$1.97M +$102K +1,800 +6%
ST
617
Smithfield Trust
Pennsylvania
$1.96M
SWA
618
Sax Wealth Advisors
New Jersey
$1.95M +$1.84M +32,384 New
CWP
619
Curated Wealth Partners
California
$1.94M +$1.83M +32,156 New
EW
620
Element Wealth
Mississippi
$1.93M -$1.88M -32,952 -51%
TCPWM
621
Traverso Chambers Private Wealth Management
California
$1.92M -$135K -2,364 -7%
Cerity Partners
622
Cerity Partners
New York
$1.92M -$97K -1,704 -5%
WS
623
Wedbush Securities
California
$1.92M +$445K +7,812 +32%
ATPW
624
Ashton Thomas Private Wealth
Arizona
$1.91M +$1.27M +22,360 +238%
FCH
625
Freestone Capital Holdings
Washington
$1.91M +$704K +12,368 +64%

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.