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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
CC
726
Courier Capital
New York
$1.1M -$73.3K -1,392 -7%
AIC
727
Archer Investment Corporation
Indiana
$1.1M
Charles Schwab
728
Charles Schwab
California
$1.1M +$296K +5,620 +39%
BFPW
729
BOK Financial Private Wealth
Colorado
$1.09M -$27.4K -520 -3%
Man Group
730
Man Group
United Kingdom
$1.08M +$268K +5,080 +34%
SCA
731
Stonebridge Capital Advisors
Minnesota
$1.08M -$13.9K -264 -1%
BW
732
Bison Wealth
Georgia
$1.07M -$52.5K -996 -5%
GWS
733
Glassman Wealth Services
Virginia
$1.07M +$60.3K +1,144 +6%
OCM
734
Orser Capital Management
Texas
$1.07M +$1.04M +19,756 New
WF
735
Welch & Forbes
Massachusetts
$1.07M -$34.8K -660 -3%
PPCM
736
Pillar Pacific Capital Management
California
$1.07M -$2.74K -52 -0.3%
BWM
737
Baystate Wealth Management
Massachusetts
$1.07M -$421 -8 -0%
KCM
738
Kanawha Capital Management
Virginia
$1.07M -$49.5K -940 -5%
PA
739
Planning Alternatives
Michigan
$1.07M
SAM
740
S.A. Mason
Michigan
$1.06M
WT
741
Washington Trust
Rhode Island
$1.06M +$115K +2,188 +13%
MYIA
742
Mount Yale Investment Advisors
Colorado
$1.06M
OCG
743
Opus Capital Group
Ohio
$1.06M
FCH
744
Freestone Capital Holdings
Washington
$1.05M -$4.21K -80 -0.4%
22CM
745
20/20 Capital Management
California
$1.05M +$126K +2,400 +14%
EFS
746
Essex Financial Services
Connecticut
$1.05M +$283K +5,376 +39%
VNA
747
Valley National Advisers
Pennsylvania
$1.05M
APW
748
Acima Private Wealth
Virginia
$1.04M -$339K -6,440 -25%
AWM
749
Altium Wealth Management
New York
$1.04M -$5.27K -100 -0.5%
TSW
750
Thompson Siegel & Walmsley
Virginia
$1.04M -$10.5K -200 -1%

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.