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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
EWP
651
Engrave Wealth Partners
Texas
$1.64M -$429K -7,056 -21%
JHCP
652
Jackson Hole Capital Partners
Oklahoma
$1.64M
WCM
653
WealthBridge Capital Management
Ohio
$1.64M +$6.33K +104 +0.4%
CA
654
Clearstead Advisors
Ohio
$1.63M -$6.09K -100 -0.4%
PAM
655
Palisade Asset Management
Minnesota
$1.63M -$1.46K -24 -0.1%
TTWM
656
TCV Trust & Wealth Management
Virginia
$1.62M
BFO
657
Biltmore Family Office
North Carolina
$1.62M -$12.2K -200 -0.7%
GSEP
658
Golden State Equity Partners
California
$1.61M -$484K -7,960 -23%
Legal & General Group
659
Legal & General Group
United Kingdom
$1.6M -$377K -6,200 -19%
AWM
660
Altium Wealth Management
New York
$1.6M -$41.9K -688 -3%
Financial Engines Advisors
661
Financial Engines Advisors
California
$1.6M +$2.68K +44 +0.2%
LSAG
662
Lake Street Advisors Group
New Hampshire
$1.6M
MHS
663
M Holdings Securities
Oregon
$1.6M +$1.6M +26,312 New
BMC
664
Beaton Management Company
Massachusetts
$1.6M
RMDI
665
R.M. Davis Inc
Maine
$1.59M -$4.14K -68 -0.3%
CFS
666
Cannon Financial Strategists
Georgia
$1.59M
FANJ
667
Financial Architects (New Jersey)
New Jersey
$1.59M +$20K +328 +1%
CST
668
Charles Schwab Trust
Nevada
$1.58M -$26.8K -440 -2%
BFA
669
Brown Financial Advisory
Alabama
$1.58M -$207K -3,404 -12%
IAIM
670
International Assets Investment Management
Florida
$1.57M +$985K +16,184 +165%
APSP
671
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.57M -$20.9K -344 -1%
WI
672
WrapManager Inc
California
$1.55M -$158K -2,588 -9%
BFA
673
Bragg Financial Advisors
North Carolina
$1.55M +$1.22M +20,004 +361%
GT
674
Glenview Trust
Kentucky
$1.55M -$86.9K -1,428 -5%
VCM
675
Vivaldi Capital Management
Illinois
$1.55M -$60.9K -1,000 -4%

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.