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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
PFA
651
Pure Financial Advisors
California
$1.41M -$330K -6,260 -19%
IAN
652
Integrated Advisors Network
Texas
$1.4M -$852K -16,180 -38%
FANJ
653
Financial Architects (New Jersey)
New Jersey
$1.4M +$8.01K +152 +0.6%
BF
654
Blankinship & Foster
California
$1.39M -$24K -456 -2%
CG
655
Caprock Group
Idaho
$1.38M +$1.05K +20 +0.1%
BWL
656
Bogart Wealth LLC
Virginia
$1.38M +$233K +4,428 +21%
FCCM
657
First City Capital Management
Georgia
$1.38M +$639K +12,120 +100%
APP
658
Avantax Planning Partners
Iowa
$1.37M -$939K -17,832 -41%
EK
659
Evensky & Katz
Florida
$1.37M +$2.53K +48 +0.2%
JIC
660
Joel Isaacson & Co
New York
$1.36M +$43.8K +832 +3%
TCA
661
Transcend Capital Advisors
New Jersey
$1.36M +$1.39M +26,360 New
KCM
662
Kendall Capital Management
Maryland
$1.36M -$211K -4,000 -14%
HW
663
Hancock Whitney
Mississippi
$1.35M +$440K +8,360 +50%
PCA
664
Personal Capital Advisors
California
$1.35M +$108K +2,056 +9%
MPW
665
MA Private Wealth
California
$1.35M
CCG
666
Cypress Capital Group
Florida
$1.34M -$15K -284 -1%
CS
667
Cannell & Spears
New York
$1.34M
BFM
668
Broadview Financial Management
Wisconsin
$1.33M -$398K -7,548 -24%
WCWM
669
Willow Creek Wealth Management
California
$1.33M +$33.3K +632 +3%
JWBC
670
J.W. Burns & Co
New York
$1.33M
JPG
671
Jordan Park Group
California
$1.32M -$913K -17,332 -42%
CBT
672
Capital Bank & Trust
California
$1.32M -$545K -10,352 -30%
CSPIA
673
Cary Street Partners Investment Advisory
Virginia
$1.31M +$1.27M +24,116 New
WS
674
Wedbush Securities
California
$1.3M -$20.2K -384 -2%
SNT
675
Security National Trust
West Virginia
$1.3M

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.