We are live on ! Find out more
IWF icon

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
KWM
626
Kingsview Wealth Management
Oregon
$1.5M -$17.1K -324 -1%
AWA
627
Arkadios Wealth Advisors
Georgia
$1.49M +$1.05K +20 +0.1%
AWMG
628
Alliance Wealth Management Group
New Jersey
$1.49M -$20K -380 -1%
WCM
629
WealthBridge Capital Management
Ohio
$1.49M -$78K -1,480 -5%
CFGS
630
Concourse Financial Group Securities
Alabama
$1.48M -$76.9K -1,460 -5%
MWA
631
Meridian Wealth Advisors
Texas
$1.48M +$15K +284 +1%
VA
632
Valmark Advisers
Ohio
$1.47M -$9.48K -180 -0.7%
AFM
633
Andesa Financial Management
Pennsylvania
$1.47M +$732K +13,892 +105%
PWM
634
PRW Wealth Management
Massachusetts
$1.47M -$226K -4,288 -14%
PAM
635
Palisade Asset Management
Minnesota
$1.47M
JHCP
636
Jackson Hole Capital Partners
Oklahoma
$1.46M
AAM
637
Autus Asset Management
Arizona
$1.46M -$24K -456 -2%
RMDI
638
R.M. Davis Inc
Maine
$1.46M
CFS
639
Cannon Financial Strategists
Georgia
$1.45M -$68.7K -1,304 -5%
VCM
640
Vivaldi Capital Management
Illinois
$1.45M
DAS
641
Dynamic Advisor Solutions
Arizona
$1.45M +$211 +4 +0%
TTWM
642
TCV Trust & Wealth Management
Virginia
$1.45M
CA
643
Clearstead Advisors
Ohio
$1.43M
LSAG
644
Lake Street Advisors Group
New Hampshire
$1.43M -$11.6K -220 -0.8%
BMC
645
Beaton Management Company
Massachusetts
$1.42M
FS
646
Ferguson Shapiro
Georgia
$1.42M +$1.38M +26,256 New
BOS
647
Bingham Osborn & Scarborough
California
$1.42M +$655K +12,424 +90%
APSP
648
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.42M -$17.1K -324 -1%
CST
649
Charles Schwab Trust
Nevada
$1.42M
VCP
650
Vista Capital Partners
Oregon
$1.42M

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.