We are live on ! Find out more
IWF icon

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
Macquarie Group
76
Macquarie Group
Australia
$57.4M +$54.2M +952,812 New
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$57.4M +$928K +16,304 +2%
SPIA
78
Steward Partners Investment Advisory
New York
$55.4M -$953K -16,744 -2%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$55.3M -$1.8M -31,556 -3%
MWM
80
Modera Wealth Management
New Jersey
$55.2M +$47.9M +841,740 +1,151%
SGAM
81
Stephens Group Asset Management
Arkansas
$52M -$137K -2,400 -0.3%
MG
82
Mather Group
Illinois
$49.3M -$8.95M -157,164 -16%
KAS
83
Kestra Advisory Services
Texas
$47.6M +$21.5M +377,368 +91%
MCM
84
MAI Capital Management
Ohio
$45.3M +$2.57M +45,152 +6%
Jones Financial Companies
85
Jones Financial Companies
Missouri
$45.2M -$684K -12,016 -2%
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$43.7M +$13.5M +237,352 +49%
BPA
87
Beacon Pointe Advisors
California
$42.7M +$1.09M +19,196 +3%
Principal Financial Group
88
Principal Financial Group
Iowa
$42M +$6.57M +115,376 +20%
PFBT
89
Parkside Financial Bank & Trust
Missouri
$41.8M -$1.61M -28,204 -4%
RCIM
90
Red Cedar Investment Management
Michigan
$41.8M +$2.13M +37,464 +6%
PFPT
91
Pinnacle Financial Partners (Tennessee)
Tennessee
$41.7M -$1.27M -22,320 -3%
MAM
92
Marquette Asset Management
Minnesota
$41.4M -$580K -10,192 -1%
AWP
93
Ascent Wealth Partners
New York
$40M -$614K -10,788 -2%
EGA
94
E&G Advisors
Texas
$38.8M +$701K +12,320 +2%
FWM
95
FSA Wealth Management
Massachusetts
$37.3M +$2.13M +37,352 +6%
LFWA
96
LBJ Family Wealth Advisors
Texas
$36.7M -$1.04M -18,304 -3%
NFG
97
Nadler Financial Group
Illinois
$36.3M -$349K -6,140 -1%
AAP
98
Arax Advisory Partners
Colorado
$36.3M +$30.9M +542,688 +914%
CAL
99
Capital Advisors Ltd
Ohio
$35.8M -$104K -1,820 -0.3%
MCM
100
MV Capital Management
Maryland
$35.5M +$342K +6,004 +1%

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.