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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
SIS
851
SVB Investment Services
Utah
$910K -$6.83K -120 -0.8%
LWA
852
LWS Wealth Advisors
New Jersey
$907K -$228 -4 -0%
MLL
853
Moody Lynn & Lieberson
Massachusetts
$903K -$196K -3,440 -19%
AC
854
Alexandria Capital
Virginia
$903K -$683 -12 -0.1%
PPCM
855
Pillar Pacific Capital Management
California
$901K -$270K -4,748 -24%
NEIRG
856
New England Investment & Retirement Group
Massachusetts
$899K +$849K +14,916 New
ACS
857
Archford Capital Strategies
Illinois
$893K
AMC
858
Asset Management Corp
Illinois
$888K +$455 +8 +0.1%
HWM
859
Hemington Wealth Management
Virginia
$878K +$829K +14,572 New
BCP
860
Berkeley Capital Partners
Georgia
$873K -$39.8K -700 -5%
1WM
861
1900 Wealth Management
Texas
$870K +$822K +14,440 New
MP
862
McDonald Partners
Ohio
$867K +$818K +14,376 New
RA
863
RFG Advisory
Alabama
$860K +$802K +14,088 New
QPWM
864
Quadrant Private Wealth Management
Pennsylvania
$859K -$455 -8 -0.1%
ST
865
Sabal Trust
Florida
$854K
BA
866
Ballew Advisors
Mississippi
$852K +$140K +2,464 +21%
CCM
867
Covington Capital Management
California
$847K -$35.7K -628 -4%
ST
868
Spinnaker Trust
Maine
$840K
FFN
869
Focus Financial Network
Minnesota
$838K +$455 +8 +0.1%
TWP
870
Total Wealth Planning
Ohio
$833K -$97.9K -1,720 -11%
IA
871
Insight Advisors
Pennsylvania
$833K +$787K +13,824 New
MFG
872
Magnus Financial Group
New York
$827K +$1.37K +24 +0.2%
FHA
873
Flagship Harbor Advisors
Massachusetts
$825K -$129K -2,260 -14%
SAM
874
Sawgrass Asset Management
Florida
$823K +$332K +5,828 +74%
TFS
875
TrustCore Financial Services
Tennessee
$820K -$65.6K -1,152 -8%

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.