We are live on ! Find out more
IWF icon

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
FRA
626
Frank Rimerman Advisors
California
$1.89M +$1.79M +31,412 New
CIA
627
Choate Investment Advisors
Massachusetts
$1.89M
CTA
628
Chesley Taft & Associates
Illinois
$1.89M +$1.14K +20 +0.1%
1832 Asset Management
629
1832 Asset Management
Ontario, Canada
$1.88M -$933K -16,400 -34%
AIP
630
Almanack Investment Partners
Pennsylvania
$1.88M -$1.2M -21,144 -40%
LA
631
Legacy Advisors
Pennsylvania
$1.87M
SWRP
632
Summit Wealth & Retirement Planning
California
$1.87M +$141K +2,480 +9%
AWM
633
Aprio Wealth Management
Georgia
$1.83M -$196K -3,444 -10%
BIA
634
BHK Investment Advisors
Alabama
$1.83M -$83.1K -1,460 -5%
PFM
635
Parsec Financial Management
North Carolina
$1.83M -$526K -9,244 -23%
FWM
636
Fairhaven Wealth Management
Illinois
$1.82M +$660K +11,600 +62%
HW
637
Hancock Whitney
Mississippi
$1.82M +$298K +5,236 +21%
Millennium Management
638
Millennium Management
New York
$1.81M +$431K +7,576 +34%
APA
639
American Portfolios Advisors
New York
$1.81M -$3.19K -56 -0.2%
CAS
640
Coppell Advisory Solutions
Texas
$1.8M +$1.7M +29,812 New
KCA
641
Karn Couzens & Associates
Connecticut
$1.78M +$1.68M +29,544 New
BFA
642
Brown Financial Advisory
Alabama
$1.77M +$1.67M +29,336 New
CT
643
Coastline Trust
Rhode Island
$1.76M -$27.3K -480 -2%
BCI
644
Brinker Capital Investments
Pennsylvania
$1.76M -$93.6M -1,645,044 -98%
TCM
645
Towercrest Capital Management
Pennsylvania
$1.75M
MCM
646
Manchester Capital Management
Vermont
$1.75M -$79.5K -1,396 -5%
ARG
647
Advisory Resource Group
Oklahoma
$1.74M -$234K -4,116 -12%
CA
648
Cambridge Associates
Massachusetts
$1.74M
CA
649
Cambridge Advisors
Nebraska
$1.74M -$271K -4,760 -14%
TWI
650
Thomas White International
Illinois
$1.7M

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.