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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
BFO
676
Biltmore Family Office
North Carolina
$1.3M
EWA
677
ERTS Wealth Advisors
Michigan
$1.3M -$39K -740 -3%
Financial Engines Advisors
678
Financial Engines Advisors
California
$1.3M +$23.8K +452 +2%
SC
679
SouthState Corp
Florida
$1.29M
GLA
680
Good Life Advisors
Pennsylvania
$1.29M -$78.6K -1,492 -6%
FC
681
Forte Capital
New York
$1.29M -$34.8K -660 -3%
RWP
682
RWA Wealth Partners
Massachusetts
$1.28M +$73.8K +1,400 +6%
SEI Investments
683
SEI Investments
Pennsylvania
$1.27M -$28M -530,728 -96%
FIG
684
FundX Investment Group
California
$1.27M +$721K +13,680 +141%
LFAS
685
Level Four Advisory Services
Texas
$1.26M -$87.2K -1,656 -7%
PBF
686
Petix & Botte Financial
California
$1.26M -$1.25M -23,660 -50%
CWM
687
CCG Wealth Management
California
$1.26M
PP
688
Palladium Partners
Virginia
$1.25M -$1.26K -24 -0.1%
KFI
689
Key Financial Inc
Pennsylvania
$1.25M
MSAM
690
Moloney Securities Asset Management
Missouri
$1.25M +$10.3K +196 +0.9%
TAM
691
Tocqueville Asset Management
New York
$1.24M +$140K +2,656 +13%
IF
692
Ironwood Financial
Arizona
$1.24M +$1.2M +22,784 New
WPA
693
West Paces Advisors
Georgia
$1.23M -$8.01K -152 -0.7%
FNBOH
694
First National Bank of Hutchinson
Kansas
$1.23M +$33.7K +640 +3%
DIA
695
Dana Investment Advisors
Wisconsin
$1.23M -$68.5K -1,300 -5%
ACP
696
Aveo Capital Partners
Colorado
$1.22M +$1.19M +22,532 New
FI
697
Financial Insights
Washington
$1.22M -$2.95M -55,904 -71%
FGA
698
Fortis Group Advisors
New Jersey
$1.22M +$1.18M +22,456 New
ZIG
699
Zuckerman Investment Group
Illinois
$1.21M +$498K +9,452 +73%
AIS
700
American Investment Services
Massachusetts
$1.21M -$100K -1,904 -8%

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.