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iShares Russell 1000 Growth ETF

1,522 hedge funds and large institutions have $53B invested in iShares Russell 1000 Growth ETF in 2021 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 489 increasing their positions, 559 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 56

4% more capital invested

Capital invested by funds: $51B → $53B (+$2.02B)

0.95% more ownership

Funds ownership: 296.34%297.29% (+0.95%)

0% more funds holding

Funds holding: 1,5171,522 (+5)

0% more funds holding in top 10

Funds holding in top 10: 172172 (0)

13% less repeat investments, than reductions

Existing positions increased: 489 | Existing positions reduced: 559

58% less call options, than puts

Call options by funds: $68.5M | Put options by funds: $165M

Holders
1,522
Holders Change
+5
Holders Change %
+0.33%
% of All Funds
26.65%
Holding in Top 10
172
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
3.01%
New
83
Increased
489
Reduced
559
Closed
56
Calls
$68.5M
Puts
$165M
Net Calls
-$96.5M
Net Calls Change
+$238M
Name Holding Trade Value Shares
Change
Change in
Stake
AWMG
651
Alliance Wealth Management Group
New Jersey
$1.85M
WIA
652
World Investment Advisors
California
$1.84M -$167K -2,364 -8%
PAM
653
Palisade Asset Management
Minnesota
$1.84M
GT
654
Glenview Trust
Kentucky
$1.83M -$1.42K -20 -0.1%
BFO
655
Biltmore Family Office
North Carolina
$1.82M
EFS
656
Essex Financial Services
Connecticut
$1.81M -$39.3K -556 -2%
CST
657
Charles Schwab Trust
Nevada
$1.81M
CGL
658
Clarius Group LLC
Washington
$1.8M -$101K -1,432 -5%
BMC
659
Beaton Management Company
Massachusetts
$1.8M
AWM
660
Altium Wealth Management
New York
$1.8M
ATC
661
Adirondack Trust Company
New York
$1.78M +$67.9K +960 +4%
RIA
662
Regal Investment Advisors
Michigan
$1.78M -$153K -2,164 -8%
BFA
663
Bragg Financial Advisors
North Carolina
$1.78M -$24.3K -344 -1%
FANJ
664
Financial Architects (New Jersey)
New Jersey
$1.77M
WCM
665
WealthBridge Capital Management
Ohio
$1.75M -$59.4K -840 -3%
PFA
666
Pure Financial Advisors
California
$1.75M +$22.9K +324 +1%
SCP
667
Syntal Capital Partners
Texas
$1.74M -$160K -2,260 -8%
CCP
668
Clarkston Capital Partners
Michigan
$1.72M
OIA
669
Optimum Investment Advisors
Illinois
$1.71M -$217K -3,068 -11%
BTWM
670
Baker Tilly Wealth Management
Wisconsin
$1.71M +$23.5K +332 +1%
BO
671
BRR OpCo
Ohio
$1.71M -$7.07K -100 -0.4%
BFM
672
Broadview Financial Management
Wisconsin
$1.71M -$1.98K -28 -0.1%
TTWM
673
TCV Trust & Wealth Management
Virginia
$1.71M -$126K -1,788 -7%
CPFP
674
Clear Perspectives Financial Planning
Ohio
$1.7M -$17K -240 -1%
VCM
675
Vivaldi Capital Management
Illinois
$1.69M

IWF Hedge Fund Activity: Q3 2021 in Review

1,522 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2021, worth a combined $53B — up 4% from $51B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new IWF positions and 56 closed out — a net gain of 27 holders — while 489 added to existing stakes and 559 trimmed.

The largest buyer was Nuveen, adding an estimated $895M. The largest seller was Bank of America, cutting an estimated $332M.

  • 1,522 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2021, up from 1,517 in Q2 2021.
  • Funds reported $53B of iShares Russell 1000 Growth ETF stock for Q3 2021, up 4% quarter-over-quarter.
  • 83 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2021 and 56 closed out, a net change of +27 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2021 was Nuveen, an estimated $895M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2021 was Bank of America, an estimated $332M sold.

Based on aggregated 13F filings for Q3 2021.