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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
IA
76
Independence Advisors
Pennsylvania
$56.1M -$1.8M -34,148 -3%
Macquarie Group
77
Macquarie Group
Australia
$54.7M -$112M -2,124,896 Closed
IC
78
Intersect Capital
California
$53.8M -$947K -17,984 -2%
MG
79
Mather Group
Illinois
$52.9M -$7.37M -139,848 -13%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$51.4M +$6.95M +131,928 +16%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$51.4M -$1.15M -21,768 -2%
SPIA
82
Steward Partners Investment Advisory
New York
$50.7M -$3.15M -59,772 -6%
RWB
83
RMR Wealth Builders
New Jersey
$47.6M +$40.9M +775,472 +755%
SGAM
84
Stephens Group Asset Management
Arkansas
$46.9M +$995K +18,880 +2%
Wellington Management Group
85
Wellington Management Group
Massachusetts
$45M -$173M -3,289,284 -80%
Jones Financial Companies
86
Jones Financial Companies
Missouri
$40.6M -$817K -15,516 -2%
CA
87
Calton & Associates
Florida
$39.2M -$3.21M -60,936 -8%
PFPT
88
Pinnacle Financial Partners (Tennessee)
Tennessee
$39.2M -$3.46M -65,748 -8%
PFBT
89
Parkside Financial Bank & Trust
Missouri
$39.1M -$9.58M -181,832 -20%
MCM
90
MAI Capital Management
Ohio
$38.3M +$772K +14,648 +2%
FBFS
91
First Business Financial Services
Wisconsin
$38.3M +$192K +3,652 +0.5%
MAM
92
Marquette Asset Management
Minnesota
$37.8M -$2.06M -39,112 -5%
BPA
93
Beacon Pointe Advisors
California
$37.3M +$12.5M +237,732 +53%
AWP
94
Ascent Wealth Partners
New York
$36.6M +$291K +5,524 +0.8%
RCIM
95
Red Cedar Investment Management
Michigan
$35.5M +$326K +6,188 +1%
T. Rowe Price Associates
96
T. Rowe Price Associates
Maryland
$34.6M +$31.9M +606,296 +1,880%
EGA
97
E&G Advisors
Texas
$34.3M +$2.47M +46,820 +8%
LFWA
98
LBJ Family Wealth Advisors
Texas
$34M +$64.5K +1,224 +0.2%
NFG
99
Nadler Financial Group
Illinois
$33M -$271K -5,152 -0.8%
VOYA Investment Management
100
VOYA Investment Management
Georgia
$32.9M -$63M -1,195,760 -66%

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.