We are live on ! Find out more
IWF icon

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
MFW
751
Meristem Family Wealth
Minnesota
$1.28M -$26.6K -468 -2%
TF
752
Trek Financial
Arizona
$1.28M +$1.21M +21,252 New
MPCG
753
Matrix Private Capital Group
New York
$1.28M -$19.1K -336 -2%
SIC
754
Salem Investment Counselors
North Carolina
$1.28M
KFI
755
Key Financial Inc
Pennsylvania
$1.25M -$127K -2,240 -10%
OCM
756
Orser Capital Management
Texas
$1.25M +$52.8K +928 +5%
PWM
757
PRW Wealth Management
Massachusetts
$1.25M -$364K -6,400 -24%
22CM
758
20/20 Capital Management
California
$1.24M +$34.4K +604 +3%
RWP
759
RWA Wealth Partners
Massachusetts
$1.24M -$176K -3,092 -13%
ZIG
760
Zuckerman Investment Group
Illinois
$1.24M -$107K -1,880 -8%
SWA
761
Sutton Wealth Advisors
Florida
$1.23M -$5.69K -100 -0.5%
5L
762
55I LLC
Massachusetts
$1.23M +$655K +11,500 +128%
DCM
763
Donaldson Capital Management
Indiana
$1.23M -$45.1K -792 -4%
BIA
764
Biondo Investment Advisors
Pennsylvania
$1.23M -$44.6K -784 -4%
GP
765
Geneva Partners
Wisconsin
$1.23M -$37.8K -664 -3%
TNB
766
Thomasville National Bank
Georgia
$1.23M
Charles Schwab
767
Charles Schwab
California
$1.23M +$11.4K +200 +1%
PGWM
768
Parisi Gray Wealth Management
New Jersey
$1.23M +$147K +2,576 +14%
GPA
769
Guidance Point Advisors
Massachusetts
$1.23M +$1.14K +20 +0.1%
ACA
770
Ackerman Capital Advisors
Texas
$1.23M +$1.16M +20,316 New
CW
771
CreativeOne Wealth
Kansas
$1.22M -$90.8K -1,596 -7%
AIC
772
Archer Investment Corporation
Indiana
$1.22M
TSW
773
Thompson Siegel & Walmsley
Virginia
$1.22M +$62.2K +1,092 +6%
ACM
774
Allred Capital Management
Texas
$1.21M -$25K -440 -2%
AWA
775
Arete Wealth Advisors
Illinois
$1.21M +$172K +3,024 +18%

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.