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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
PFG
701
Pacific Financial Group
Washington
$1.2M -$25.9K -492 -2%
GC
702
Grimes & Company
Massachusetts
$1.2M +$103K +1,964 +10%
SCI
703
S&CO Inc
Massachusetts
$1.19M
CW
704
CreativeOne Wealth
Kansas
$1.19M +$139K +2,644 +14%
MFW
705
Meristem Family Wealth
Minnesota
$1.18M
MPCG
706
Matrix Private Capital Group
New York
$1.17M -$15.6K -296 -1%
SFG
707
Summit Financial Group
West Virginia
$1.17M
SSWM
708
Smith Salley Wealth Management
North Carolina
$1.16M -$18.5K -352 -2%
ADL
709
Asset Dedication LLC
California
$1.16M -$767K -14,556 -40%
CHP
710
Cable Hill Partners
Oregon
$1.16M -$84.3K -1,600 -7%
BFS
711
Bradley Foster & Sargent
Connecticut
$1.16M +$1.12M +21,316 New
DCM
712
Donaldson Capital Management
Indiana
$1.15M -$58K -1,100 -5%
BIA
713
Biondo Investment Advisors
Pennsylvania
$1.15M +$55.4K +1,052 +5%
SIC
714
Salem Investment Counselors
North Carolina
$1.15M -$27.4K -520 -2%
CPO
715
Cerity Partners OCIO
New York
$1.15M +$211 +4 +0%
GP
716
Geneva Partners
Wisconsin
$1.15M +$9.9K +188 +0.9%
SMC
717
Smith, Moore & Co
Missouri
$1.14M -$196K -3,728 -15%
HH
718
HWG Holdings
Texas
$1.13M -$156K -2,952 -12%
RCA
719
Resonant Capital Advisors
Wisconsin
$1.12M
CFG
720
Citizens Financial Group
Rhode Island
$1.12M +$413K +7,832 +60%
SWA
721
Sutton Wealth Advisors
Florida
$1.12M -$6.95K -132 -0.6%
DBRC
722
D.B. Root & Company
Pennsylvania
$1.11M -$489K -9,288 -31%
TNB
723
Thomasville National Bank
Georgia
$1.11M -$28.2K -536 -3%
ACM
724
Allred Capital Management
Texas
$1.11M -$263K -4,992 -20%
GPA
725
Guidance Point Advisors
Massachusetts
$1.1M -$3.58K -68 -0.3%

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.