We are live on ! Find out more
IWF icon

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
BMM
776
Buffington Mohr McNeal
Idaho
$957K -$120K -2,272 -11%
FFC
777
First Financial Corp
Indiana
$957K -$10.5K -200 -1%
ECM
778
Evergreen Capital Management
Washington
$953K +$504K +9,564 +119%
GWM
779
Geneos Wealth Management
Colorado
$950K
CFS
780
CRA Financial Services
New Jersey
$950K +$1.26K +24 +0.1%
BBPWM
781
Blue Bell Private Wealth Management
Pennsylvania
$947K -$21.9K -416 -2%
GIP
782
Greatmark Investment Partners
Georgia
$942K
WEC
783
Winslow Evans & Crocker
Massachusetts
$940K -$12.6K -240 -1%
AWA
784
Arete Wealth Advisors
Illinois
$930K +$43.6K +828 +5%
SWM
785
SVA Wealth Management
Wisconsin
$922K +$24.7K +468 +3%
PA
786
Paragon Advisors
Texas
$915K +$889K +16,872 New
EWF
787
Epstein & White Financial
California
$913K -$232K -4,408 -21%
MWM
788
Meridian Wealth Management
Kentucky
$912K +$248K +4,704 +39%
EW
789
Evoke Wealth
California
$911K -$29.7K -564 -3%
SFA
790
Sequoia Financial Advisors
Ohio
$899K -$16.9K -320 -2%
BFA
791
Beaumont Financial Advisors
Massachusetts
$897K -$433K -8,220 -33%
CT
792
Caldwell Trust
Florida
$887K
CPIG
793
Chicago Partners Investment Group
Illinois
$876K +$61.3K +1,164 +8%
CIC
794
Carnegie Investment Counsel
Ohio
$868K
BCM
795
Brookmont Capital Management
Texas
$867K -$11K -208 -1%
FHA
796
Flagship Harbor Advisors
Massachusetts
$864K +$88.1K +1,672 +12%
Citadel Advisors
797
Citadel Advisors
Florida
$858K -$9.42M -178,784 -92%
LCM
798
Logan Capital Management
Pennsylvania
$855K +$11.8K +224 +1%
CSWG
799
Cardinal Strategic Wealth Guidance
Kentucky
$853K -$118K -2,248 -13%
CC
800
Chicago Capital
Illinois
$853K -$105K -2,000 -11%

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.