We are live on ! Find out more
IWF icon

iShares Russell 1000 Growth ETF

1,472 hedge funds and large institutions have $47.2B invested in iShares Russell 1000 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 386 increasing their positions, 689 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.57% more ownership

Funds ownership: 297.46%299.03% (+1.6%)

5% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 78

1% less funds holding

Funds holding: 1,4851,472 (-13)

2% less capital invested

Capital invested by funds: $48B → $47.2B (-$846M)

8% less funds holding in top 10

Funds holding in top 10: 181166 (-15)

44% less repeat investments, than reductions

Existing positions increased: 386 | Existing positions reduced: 689

67% less call options, than puts

Call options by funds: $85.6M | Put options by funds: $257M

Holders
1,472
Holders Change
-13
Holders Change %
-0.88%
% of All Funds
25.85%
Holding in Top 10
166
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-8.29%
% of All Funds
2.91%
New
82
Increased
386
Reduced
689
Closed
78
Calls
$85.6M
Puts
$257M
Net Calls
-$171M
Net Calls Change
-$60.4M
Name Holding Trade Value Shares
Change
Change in
Stake
EPA
801
Element Pointe Advisors
Florida
$1.07M +$255K +4,184 +31%
PCIA
802
Prime Capital Investment Advisors
Kansas
$1.07M -$612K -10,060 -36%
MWM
803
Meridian Wealth Management
Kentucky
$1.07M -$71.6K -1,176 -6%
CIAS
804
CBIZ Investment Advisory Services
Ohio
$1.07M
EK
805
Evensky & Katz
Florida
$1.06M -$485K -7,976 -31%
FWIA
806
Fort Washington Investment Advisors
Ohio
$1.05M -$46.5K -764 -4%
MMA
807
Miracle Mile Advisors
California
$1.04M +$11.2K +184 +1%
CFS
808
CRA Financial Services
New Jersey
$1.04M -$20K -328 -2%
BBPWM
809
Blue Bell Private Wealth Management
Pennsylvania
$1.04M -$19.7K -324 -2%
GIP
810
Greatmark Investment Partners
Georgia
$1.04M
RCA
811
Resonant Capital Advisors
Wisconsin
$1.03M -$40.4K -664 -4%
DCP
812
DSM Capital Partners
Florida
$1.03M -$1.81M -29,792 -64%
PFGIA
813
Patriot Financial Group Insurance Agency
Massachusetts
$1.03M -$145K -2,384 -12%
BMM
814
Buffington Mohr McNeal
Idaho
$1.02M
AT
815
Arden Trust
Delaware
$1.02M -$2.62M -43,100 -72%
SFA
816
Sequoia Financial Advisors
Ohio
$1.02M -$7.55K -124 -0.7%
PWM
817
PRW Wealth Management
Massachusetts
$1.01M -$243K -4,000 -19%
SCM
818
Schnieders Capital Management
California
$1M +$18K +296 +2%
APP
819
Avantax Planning Partners
Iowa
$1M -$302K -4,960 -23%
UR
820
USCA RIA
Texas
$1M +$652K +10,720 +186%
CT
821
Caldwell Trust
Florida
$994K
HWM
822
Hemington Wealth Management
Virginia
$993K +$108K +1,768 +12%
WAM
823
WNY Asset Management
New York
$992K -$8.14M -133,664 -89%
CIP
824
Capital Insight Partners
Arizona
$989K -$7.3K -120 -0.7%
EWF
825
Epstein & White Financial
California
$986K -$25.6K -420 -3%

IWF Hedge Fund Activity: Q1 2021 in Review

1,472 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2021, worth a combined $47.2B — down 1.8% from $48B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new IWF positions and 78 closed out — a net gain of 4 holders — while 386 added to existing stakes and 689 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $114M. The largest seller was Bank of America, cutting an estimated $558M.

  • 1,472 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2021, down from 1,485 in Q4 2020.
  • Funds reported $47.2B of iShares Russell 1000 Growth ETF stock for Q1 2021, down 1.8% quarter-over-quarter.
  • 82 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2021 and 78 closed out, a net change of +4 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2021 was Brinker Capital Investments, an estimated $114M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2021 was Bank of America, an estimated $558M sold.

Based on aggregated 13F filings for Q1 2021.