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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
CAG
876
Csenge Advisory Group
Florida
$819K +$158K +2,780 +26%
AW
877
ACG Wealth
Georgia
$813K +$48.7K +856 +7%
EPA
878
Element Pointe Advisors
Florida
$810K +$188K +3,308 +33%
MWP
879
MYCIO Wealth Partners
Pennsylvania
$807K +$683 +12 +0.1%
APW
880
Acima Private Wealth
Virginia
$805K -$331K -5,820 -30%
CT
881
Cambridge Trust
Massachusetts
$803K -$17.1K -300 -2%
NFSG
882
Newbridge Financial Services Group
Florida
$800K +$325K +5,708 +76%
FCFC
883
First Commonwealth Financial Corp
Pennsylvania
$799K
P
884
Palladiem
Pennsylvania
$799K +$755K +13,260 New
LRIA
885
Leonard Rickey Investment Advisors
Washington
$796K -$3.64K -64 -0.5%
WIC
886
Woodmont Investment Counsel
Tennessee
$794K -$18.9K -332 -2%
CWS
887
Cypress Wealth Services
California
$791K +$747K +13,116 New
FFA
888
First Foundation Advisors
California
$788K +$2.28K +40 +0.3%
RMAM
889
Raab & Moskowitz Asset Management
New Jersey
$787K
HC
890
Hourglass Capital
Texas
$785K +$19.4K +340 +3%
NG
891
NWK Group
California
$783K +$64.9K +1,140 +10%
DJSG
892
D.J. St. Germain
Massachusetts
$780K +$114K +2,000 +18%
SAM
893
SP Asset Management
California
$779K +$1.14K +20 +0.2%
MCM
894
Maryland Capital Management
Maryland
$774K -$56.5K -992 -7%
ESB
895
Essex Savings Bank
Connecticut
$759K +$117K +2,052 +19%
WA
896
Wealth Architects
California
$756K +$1.37K +24 +0.2%
MAM
897
MMA Asset Management
Pennsylvania
$754K +$711K +12,500 New
CCM
898
Cribstone Capital Management
Maine
$753K -$2.73K -48 -0.4%
MFA
899
Mayflower Financial Advisors
Massachusetts
$751K +$709K +12,460 New
RMCM
900
Reynders McVeigh Capital Management
Massachusetts
$748K -$5.01K -88 -0.7%

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.