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iShares Russell 1000 Growth ETF

1,485 hedge funds and large institutions have $48B invested in iShares Russell 1000 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 229 funds opening new positions, 421 increasing their positions, 555 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

387% more first-time investments, than exits

New positions opened: 229 | Existing positions closed: 47

13% more funds holding

Funds holding: 1,3201,485 (+165)

11% more capital invested

Capital invested by funds: $43.4B → $48B (+$4.65B)

0.35% more ownership

Funds ownership: 297.12%297.46% (+0.35%)

0% more funds holding in top 10

Funds holding in top 10: 181181 (0)

24% less repeat investments, than reductions

Existing positions increased: 421 | Existing positions reduced: 555

29% less call options, than puts

Call options by funds: $271M | Put options by funds: $382M

Holders
1,485
Holders Change
+165
Holders Change %
+12.5%
% of All Funds
26.28%
Holding in Top 10
181
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
3.2%
New
229
Increased
421
Reduced
555
Closed
47
Calls
$271M
Puts
$382M
Net Calls
-$111M
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BFM
701
Broadview Financial Management
Wisconsin
$1.5M +$16.8K +296 +1%
CCG
702
Cypress Capital Group
Florida
$1.49M -$5.01K -88 -0.4%
SVCP
703
Silicon Valley Capital Partners
California
$1.48M +$727K +12,776 +108%
AIS
704
American Investment Services
Massachusetts
$1.48M +$124K +2,184 +10%
CWM
705
Centric Wealth Management
Illinois
$1.47M +$1.38M +24,296 New
Susquehanna International Group
706
Susquehanna International Group
Pennsylvania
$1.46M -$20M -350,748 -94%
CFGS
707
Concourse Financial Group Securities
Alabama
$1.46M -$176K -3,088 -11%
JWBC
708
J.W. Burns & Co
New York
$1.46M -$13.7K -240 -1%
LFAS
709
Level Four Advisory Services
Texas
$1.46M +$45.3K +796 +3%
SNT
710
Security National Trust
West Virginia
$1.45M
SFA
711
Seneca Financial Advisors
New York
$1.44M +$1.36M +23,908 New
SCA
712
Stonebridge Capital Advisors
Minnesota
$1.43M +$219K +3,840 +19%
MPW
713
MA Private Wealth
California
$1.43M -$66.5K -1,168 -5%
CS
714
Cannell & Spears
New York
$1.42M -$68.3K -1,200 -5%
BTWM
715
Baker Tilly Wealth Management
Wisconsin
$1.42M +$1.34M +23,528 New
FNBOH
716
First National Bank of Hutchinson
Kansas
$1.41M +$51.7K +908 +4%
EWA
717
ERTS Wealth Advisors
Michigan
$1.41M -$35.7K -628 -3%
CWM
718
CCG Wealth Management
California
$1.4M
VCP
719
Vista Capital Partners
Oregon
$1.4M -$166K -2,908 -11%
KCM
720
Kendall Capital Management
Maryland
$1.39M -$114K -2,000 -8%
PP
721
Palladium Partners
Virginia
$1.39M
SC
722
SouthState Corp
Florida
$1.39M -$51K -896 -4%
CC
723
Chicago Capital
Illinois
$1.39M +$412K +7,236 +46%
GLA
724
Good Life Advisors
Pennsylvania
$1.38M -$53K -932 -4%
TAM
725
Tocqueville Asset Management
New York
$1.37M

IWF Hedge Fund Activity: Q4 2020 in Review

1,485 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q4 2020, worth a combined $48B — up 11% from $43.4B a quarter earlier.

Buyers outnumbered sellers: 229 funds opened new IWF positions and 47 closed out — a net gain of 182 holders — while 421 added to existing stakes and 555 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $183M. The largest seller was Barings, exiting entirely with an estimated $226M sold.

  • 1,485 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q4 2020, up from 1,320 in Q3 2020.
  • Funds reported $48B of iShares Russell 1000 Growth ETF stock for Q4 2020, up 11% quarter-over-quarter.
  • 229 funds opened new iShares Russell 1000 Growth ETF positions in Q4 2020 and 47 closed out, a net change of +182 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q4 2020 was Morgan Stanley, an estimated $183M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q4 2020 was Barings, an estimated $226M sold.

Based on aggregated 13F filings for Q4 2020.