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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
NIA
951
Northstar Investment Advisors
Colorado
$640K -$6.83K -120 -1%
CSPAM
952
Cary Street Partners Asset Management
Virginia
$640K +$605K +10,624 New
TFA
953
Trinity Financial Advisors
Ohio
$639K +$603K +10,592 New
PCMC
954
Private Capital Management (Colorado)
Colorado
$638K +$7.97K +140 +1%
BAM
955
Belpointe Asset Management
Nevada
$637K +$117K +2,052 +24%
BWA
956
Bordeaux Wealth Advisors
California
$637K +$602K +10,572 New
ICP
957
Interchange Capital Partners
Pennsylvania
$636K +$601K +10,556 New
TI
958
Trexquant Investment
Connecticut
$635K -$4.96M -87,132 -89%
BSA
959
Braun Stacey Associates
New York
$630K +$4.55K +80 +0.8%
PWMG
960
Prestige Wealth Management Group
New Jersey
$629K -$60.6K -1,064 -9%
RIM
961
Rockbridge Investment Management
New York
$625K
LF
962
Lee Financial
Texas
$623K
RW
963
REDW Wealth
New Mexico
$623K
D
964
Diversified
Delaware
$623K +$600K +10,548 New
NPP
965
New Potomac Partners
Maryland
$620K
RC
966
RegentAtlantic Capital
New Jersey
$619K +$239K +4,192 +69%
IIC
967
Ironwood Investment Counsel
Arizona
$616K -$22.3K -392 -4%
FMII
968
Farmers & Merchants Investments Inc
Nebraska
$612K -$28.5K -500 -5%
JFA
969
JNBA Financial Advisors
Minnesota
$612K +$268K +4,700 +86%
FWCM
970
Ferguson Wellman Capital Management
Oregon
$610K
FSC
971
Full Sail Capital
Oklahoma
$607K
CWM
972
Cornerstone Wealth Management
Missouri
$603K -$24.6K -432 -4%
JWCA
973
J.W. Coons Advisors
Ohio
$602K -$30.3K -532 -5%
FIM
974
Fernwood Investment Management
Massachusetts
$602K +$12.8K +224 +2%
JIP
975
Jaffetilchin Investment Partners
Florida
$600K +$911 +16 +0.2%

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.