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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
AP
876
Adero Partners
California
$616K
YIA
877
YHB Investment Advisors
Connecticut
$616K +$599K +11,368 New
SBL
878
Sargent Bickham Lagudis
Colorado
$611K +$27K +512 +5%
B
879
Bailard
California
$599K +$582K +11,056 New
TCM
880
Twele Capital Management
Minnesota
$598K -$843 -16 -0.1%
PFA
881
Pathway Financial Advisors
Vermont
$596K -$225K -4,280 -28%
MSA
882
Marino Stram & Associates
Massachusetts
$596K -$146K -2,780 -20%
SFSG
883
Stearns Financial Services Group
North Carolina
$596K +$211 +4 +0%
CCM
884
Carlson Capital Management
Minnesota
$593K -$50.4K -956 -8%
DJSG
885
D.J. St. Germain
Massachusetts
$593K -$3.16K -60 -0.5%
SF
886
Symphony Financial
Texas
$591K -$24.7K -468 -4%
IC
887
Inverness Counsel
New York
$590K
CAG
888
Csenge Advisory Group
Florida
$583K -$988K -18,760 -63%
NIA
889
Northstar Investment Advisors
Colorado
$583K -$21.1K -400 -4%
RI
890
Ridgewood Investments
New Jersey
$583K
AAM
891
AMI Asset Management
California
$580K +$564K +10,704 New
AIM
892
Allen Investment Management
New York
$579K
FMII
893
Farmers & Merchants Investments Inc
Nebraska
$577K -$36.9K -700 -6%
IIC
894
Ironwood Investment Counsel
Arizona
$576K +$193K +3,660 +53%
ESB
895
Essex Savings Bank
Connecticut
$572K
JWCA
896
J.W. Coons Advisors
Ohio
$571K +$211 +4 +0%
PWAC
897
Private Wealth Advisors (California)
California
$569K +$1.05K +20 +0.2%
BA
898
Ballast Advisors
Minnesota
$568K -$45.3K -860 -8%
CWM
899
Cornerstone Wealth Management
Missouri
$566K -$177K -3,368 -24%
PCMC
900
Private Capital Management (Colorado)
Colorado
$566K -$23.6K -448 -4%

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.