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
FWM
801
Frontier Wealth Management
Missouri
$853K -$31.2K -592 -4%
SCM
802
Schnieders Capital Management
California
$847K
CAM
803
Carret Asset Management
New York
$847K +$5.48K +104 +0.7%
TWP
804
Total Wealth Planning
Ohio
$843K -$32.5K -616 -4%
WP
805
WealthShield Partners
North Carolina
$841K +$111K +2,100 +16%
SWM
806
Stockman Wealth Management
Montana
$829K +$227K +4,300 +39%
SIS
807
SVB Investment Services
Utah
$825K
BCP
808
Berkeley Capital Partners
Georgia
$823K -$152K -2,880 -16%
LWA
809
LWS Wealth Advisors
New Jersey
$816K -$65.1K -1,236 -8%
AC
810
Alexandria Capital
Virginia
$813K +$843 +16 +0.1%
AMC
811
Asset Management Corp
Illinois
$808K
TFS
812
TrustCore Financial Services
Tennessee
$800K -$24.2K -460 -3%
CCM
813
Covington Capital Management
California
$796K -$14.3K -272 -2%
ACS
814
Archford Capital Strategies
Illinois
$793K
WP
815
WMS Partners
Maryland
$789K
QPWM
816
Quadrant Private Wealth Management
Pennsylvania
$773K +$25.3K +480 +3%
ST
817
Sabal Trust
Florida
$768K
MMA
818
Miracle Mile Advisors
California
$767K +$5.48K +104 +0.7%
ST
819
Spinnaker Trust
Maine
$756K -$237K -4,492 -24%
FFN
820
Focus Financial Network
Minnesota
$754K -$53.7K -1,020 -7%
SAM
821
Secure Asset Management
Michigan
$752K +$344K +6,524 +89%
MCM
822
Maryland Capital Management
Maryland
$750K -$101K -1,920 -12%
MFG
823
Magnus Financial Group
New York
$742K +$1.48K +28 +0.2%
CT
824
Cambridge Trust
Massachusetts
$739K -$60.9K -1,156 -8%
CCP
825
Clarkston Capital Partners
Michigan
$739K

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.