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iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

1,480 hedge funds and large institutions have $48B invested in iShares Russell 1000 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 227 funds opening new positions, 421 increasing their positions, 555 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,480
Holders Change
+163
Holders Change %
+12.38%
% of All Funds
26.26%
Holding in Top 10
180
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.55%
% of All Funds
3.19%
New
227
Increased
421
Reduced
555
Closed
47
Calls
$271M
Puts
$382M
Net Calls
-$111M
Net Calls Change
+$16.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$194M
2
Bank of America
Bank of America
North Carolina
+$133M
3
BlackRock
BlackRock
New York
+$64.9M
4
AssetMark Inc
AssetMark Inc
California
+$62.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$58.1M

Top Sellers

1
B
Barings
North Carolina
-$226M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$121M
3
BCI
Brinker Capital Investments
Pennsylvania
-$99.2M
4
Goldman Sachs
Goldman Sachs
New York
-$75.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$74.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MKA
676
M. Kulyk & Associates
Georgia
$1.6M +$1.6M +6,626 New
LSAG
677
Lake Street Advisors Group
New Hampshire
$1.59M +$241 +1 +0%
Financial Engines Advisors
678
Financial Engines Advisors
California
$1.59M +$147K +609 +10%
CPFP
679
Clear Perspectives Financial Planning
Ohio
$1.59M +$1.59M +6,576 New
RMDI
680
R.M. Davis Inc
Maine
$1.58M -$36.4K -151 -2%
BMC
681
Beaton Management Company
Massachusetts
$1.58M – – –
APSP
682
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.58M +$1.69K +7 +0.1%
CFS
683
Cannon Financial Strategists
Georgia
$1.58M -$42K -174 -3%
BRWA
684
B. Riley Wealth Advisors
Florida
$1.58M -$589K -2,440 -27%
CST
685
Charles Schwab Trust
Nevada
$1.58M – – –
FANJ
686
Financial Architects (New Jersey)
New Jersey
$1.55M – – –
BF
687
Blankinship & Foster
California
$1.55M +$1.45K +6 +0.1%
VCM
688
Vivaldi Capital Management
Illinois
$1.55M +$241 +1 +0%
WEC
689
Winslow Evans & Crocker
Massachusetts
$1.54M +$494K +2,048 +47%
BWL
690
Bogart Wealth LLC
Virginia
$1.54M +$482 +2 +0%
JIC
691
Joel Isaacson & Co
New York
$1.54M +$18.1K +75 +1%
BOS
692
Bingham Osborn & Scarborough
California
$1.53M -$45.1K -187 -3%
EK
693
Evensky & Katz
Florida
$1.53M +$6.75K +28 +0.4%
SSB
694
Sandy Spring Bank
Maryland
$1.53M -$167K -693 -10%
SSWM
695
Smith Salley Wealth Management
North Carolina
$1.53M +$233K +964 +18%
FIG
696
FundX Investment Group
California
$1.52M +$109K +450 +8%
VCA
697
Verdence Capital Advisors
Maryland
$1.51M -$751K -3,115 -33%
AAM
698
Autus Asset Management
Arizona
$1.5M -$117K -487 -7%
SMA
699
Sage Mountain Advisors
Georgia
$1.5M +$1.5M +6,225 New
BFM
700
Broadview Financial Management
Wisconsin
$1.5M +$17.9K +74 +1%
26 27
28
29 30