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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
RFC
51
Regions Financial Corp
Alabama
$119M +$7.85M +148,996 +7%
SI
52
Stephens Inc
Arkansas
$107M -$4.2M -79,756 -4%
SWPG
53
Strategic Wealth Partners Group
Illinois
$93.7M -$2.58M -49,016 -3%
OC
54
Oakworth Capital
Alabama
$92.5M -$1.33M -25,212 -1%
SAM
55
Silvercrest Asset Management
New York
$92M -$1.2M -22,780 -1%
BCI
56
Brinker Capital Investments
Pennsylvania
$90.8M +$87.5M +1,660,036 +11,717%
MML Investors Services
57
MML Investors Services
Massachusetts
$85.9M +$2.91M +55,248 +4%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$85.4M -$1.79M -34,008 -2%
CL
59
Choreo LLC
Illinois
$84.9M +$782K +14,840 +1%
KeyBank National Association
60
KeyBank National Association
Ohio
$83.9M -$2.54M -48,216 -3%
BIM
61
Bridges Investment Management
Nebraska
$81.6M -$411K -7,808 -0.5%
CFB
62
Cullen/Frost Bankers
Texas
$80M -$842K -15,976 -1%
DADC
63
D.A. Davidson & Co
Montana
$76.2M -$9.19M -174,380 -11%
Creative Planning
64
Creative Planning
Kansas
$73M -$46.8M -889,120 -40%
Mariner
65
Mariner
Kansas
$72.3M -$275K -5,220 -0.4%
BUB
66
BBVA USA Bancshares
Texas
$71.6M -$3.04M -57,720 -4%
PAG
67
Private Advisor Group
New Jersey
$70.2M +$451K +8,560 +0.7%
Comerica Bank
68
Comerica Bank
Texas
$66.7M +$2.47M +46,904 +4%
BMM
69
Berkshire Money Management
Massachusetts
$65.9M +$15.3M +290,328 +31%
GW
70
GW & Wade
Massachusetts
$64.9M +$437K +8,292 +0.7%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$63.9M -$6.75M -128,084 -10%
SP
72
Stairway Partners
Illinois
$61.7M +$1.18M +22,372 +2%
CA
73
Cetera Advisors
Colorado
$60.1M +$3.48M +66,024 +6%
CMA
74
Cedar Mountain Advisors
Oregon
$58.3M -$717K -13,616 -1%
HCC
75
Hirtle Callaghan & Co
Pennsylvania
$57M -$9.41M -178,628 -15%

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.