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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
Wellington Management Group
51
Wellington Management Group
Massachusetts
$108M +$54.9M +963,984 +116%
SWPG
52
Strategic Wealth Partners Group
Illinois
$104M +$20K +352 +0%
CAN
53
Cetera Advisor Networks
California
$101M -$33.7M -591,280 -26%
SAM
54
Silvercrest Asset Management
New York
$101M -$1.11M -19,536 -1%
MML Investors Services
55
MML Investors Services
Massachusetts
$94.5M -$992K -17,424 -1%
KeyBank National Association
56
KeyBank National Association
Ohio
$91.6M -$1.64M -28,844 -2%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$90.2M -$4.5M -79,040 -5%
SI
58
Stephens Inc
Arkansas
$90M -$27.7M -486,148 -25%
CL
59
Choreo LLC
Illinois
$89.3M -$4.84M -85,032 -5%
DADC
60
D.A. Davidson & Co
Montana
$86M +$1.26M +22,100 +2%
BIM
61
Bridges Investment Management
Nebraska
$85.8M -$4.65M -81,696 -5%
CFB
62
Cullen/Frost Bankers
Texas
$83.5M -$5.14M -90,292 -6%
PAG
63
Private Advisor Group
New Jersey
$80.5M +$821K +14,420 +1%
Mariner
64
Mariner
Kansas
$78.4M -$1.95M -34,192 -3%
BUB
65
BBVA USA Bancshares
Texas
$76M -$3.41M -59,840 -5%
GW
66
GW & Wade
Massachusetts
$73.5M +$1.36M +23,964 +2%
Comerica Bank
67
Comerica Bank
Texas
$73.4M -$759K -13,340 -1%
SP
68
Stairway Partners
Illinois
$73.1M +$4.21M +74,040 +7%
BMM
69
Berkshire Money Management
Massachusetts
$69.5M -$3.55M -62,424 -5%
CA
70
Cetera Advisors
Colorado
$69.3M +$2.33M +41,008 +4%
FBFS
71
First Business Financial Services
Wisconsin
$66.7M +$22.8M +401,264 +57%
AssetMark Inc
72
AssetMark Inc
California
$62.3M +$58.7M +1,031,696 +44,470%
HSBC Holdings
73
HSBC Holdings
United Kingdom
$62.1M -$8.47M -148,868 -13%
CMA
74
Cedar Mountain Advisors
Oregon
$61.4M -$3.25M -57,108 -5%
IC
75
Intersect Capital
California
$60.3M +$484K +8,504 +0.9%

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.