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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
CPIG
826
Chicago Partners Investment Group
Illinois
$1.02M +$4.1K +72 +0.4%
LCM
827
Logan Capital Management
Pennsylvania
$1.01M +$61.7K +1,084 +7%
BMM
828
Buffington Mohr McNeal
Idaho
$1.01M -$46.9K -824 -5%
EW
829
Evoke Wealth
California
$1.01M
EP
830
Edgestream Partners
New Jersey
$1.01M +$956K +16,800 New
EWF
831
Epstein & White Financial
California
$1M -$9.56K -168 -1%
PIP
832
Peachtree Investment Partners
Florida
$996K +$541K +9,504 +135%
CIP
833
Capital Insight Partners
Arizona
$989K +$274K +4,812 +42%
CT
834
Caldwell Trust
Florida
$986K
AWM
835
Apollon Wealth Management
South Carolina
$986K +$931K +16,356 New
Ensign Peak Advisors
836
Ensign Peak Advisors
Utah
$984K -$3.89M -68,420 -81%
SCM
837
Schnieders Capital Management
California
$979K +$36K +632 +4%
SWM
838
Stockman Wealth Management
Montana
$975K +$51.2K +900 +6%
WP
839
WMS Partners
Maryland
$975K +$92.4K +1,624 +11%
WP
840
WealthShield Partners
North Carolina
$974K +$36.9K +648 +4%
BCM
841
Brookmont Capital Management
Texas
$966K +$1.37K +24 +0.2%
OMC
842
Old Mission Capital
Illinois
$964K -$4.4M -77,256 -83%
Koshinski Asset Management
843
Koshinski Asset Management
Illinois
$961K -$157K -2,760 -15%
CCM
844
Chilton Capital Management
Texas
$959K -$1.3M -22,904 -59%
WFA
845
WestHill Financial Advisors
California
$947K +$894K +15,712 New
Wolverine Trading
846
Wolverine Trading
Illinois
$946K -$191K -3,364 -18%
FIM
847
FWL Investment Management
Texas
$940K +$888K +15,600 New
CCFM
848
Clear Creek Financial Management
Washington
$931K -$11.9M -209,096 -93%
CAM
849
Carret Asset Management
New York
$930K -$11.4K -200 -1%
CSWG
850
Cardinal Strategic Wealth Guidance
Kentucky
$912K -$33.7K -592 -4%

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.