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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
CPFP
676
Clear Perspectives Financial Planning
Ohio
$1.55M -$51.1K -840 -3%
JIC
677
Joel Isaacson & Co
New York
$1.55M -$243 -4 -0%
BOS
678
Bingham Osborn & Scarborough
California
$1.55M +$243 +4 +0%
GLA
679
Good Life Advisors
Pennsylvania
$1.54M +$145K +2,376 +10%
IA
680
IFP Advisors
Florida
$1.54M -$896K -14,716 -37%
SSB
681
Sandy Spring Bank
Maryland
$1.53M -$8.52K -140 -0.6%
JPG
682
Jordan Park Group
California
$1.53M -$140K -2,296 -8%
AFP
683
Ausdal Financial Partners
Iowa
$1.52M -$110K -1,804 -7%
ZIG
684
Zuckerman Investment Group
Illinois
$1.52M +$278K +4,572 +22%
BFM
685
Broadview Financial Management
Wisconsin
$1.51M
Toronto Dominion Bank
686
Toronto Dominion Bank
Ontario, Canada
$1.51M +$1.51M +24,800 New
ATC
687
Argent Trust Co
Tennessee
$1.5M -$182K -2,992 -11%
BO
688
BRR OpCo
Ohio
$1.5M +$159K +2,616 +12%
BW
689
Bison Wealth
Georgia
$1.5M +$355K +5,832 +31%
EWA
690
ERTS Wealth Advisors
Michigan
$1.49M +$71.1K +1,168 +5%
PP
691
Palladium Partners
Virginia
$1.49M +$91.3K +1,500 +7%
BF
692
Blankinship & Foster
California
$1.49M -$73.3K -1,204 -5%
AIP
693
Almanack Investment Partners
Pennsylvania
$1.48M -$423K -6,948 -22%
AAM
694
Autus Asset Management
Arizona
$1.47M -$48.4K -796 -3%
SNT
695
Security National Trust
West Virginia
$1.46M -$1.95K -32 -0.1%
Loomis, Sayles & Company
696
Loomis, Sayles & Company
Massachusetts
$1.46M -$2.04M -33,540 -58%
TCA
697
Transcend Capital Advisors
New Jersey
$1.46M +$1.46M +23,972 New
CCP
698
Clarkston Capital Partners
Michigan
$1.45M +$122K +2,000 +9%
SSWM
699
Smith Salley Wealth Management
North Carolina
$1.44M -$94.7K -1,556 -6%
WBG
700
Wharton Business Group
Pennsylvania
$1.44M +$976K +16,036 +208%

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.