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iShares Russell 1000 Growth ETF

1,472 hedge funds and large institutions have $47.2B invested in iShares Russell 1000 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 386 increasing their positions, 689 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.57% more ownership

Funds ownership: 297.46%299.03% (+1.6%)

5% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 78

1% less funds holding

Funds holding: 1,4851,472 (-13)

2% less capital invested

Capital invested by funds: $48B → $47.2B (-$846M)

8% less funds holding in top 10

Funds holding in top 10: 181166 (-15)

44% less repeat investments, than reductions

Existing positions increased: 386 | Existing positions reduced: 689

67% less call options, than puts

Call options by funds: $85.6M | Put options by funds: $257M

Holders
1,472
Holders Change
-13
Holders Change %
-0.88%
% of All Funds
25.85%
Holding in Top 10
166
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-8.29%
% of All Funds
2.91%
New
82
Increased
386
Reduced
689
Closed
78
Calls
$85.6M
Puts
$257M
Net Calls
-$171M
Net Calls Change
-$60.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SRC
976
Shufro Rose & Co
New York
$592K -$128K -2,100 -18%
JWCA
977
J.W. Coons Advisors
Ohio
$592K -$13.6K -224 -2%
GC
978
Gilbert & Cook
Iowa
$589K
NCM
979
Next Capital Management
New York
$588K +$138K +2,272 +31%
SS
980
Sunbelt Securities
Texas
$587K +$29.2K +480 +5%
CIAS
981
Capital Investment Advisory Services
North Carolina
$583K +$23.9K +392 +4%
HSWM
982
Hubbell Strickland Wealth Management
Louisiana
$582K +$487 +8 +0.1%
CWAG
983
Compton Wealth Advisory Group
Virginia
$578K +$8.52K +140 +1%
RT
984
Rockland Trust
Massachusetts
$577K
SIA
985
Soltis Investment Advisors
Utah
$574K -$487 -8 -0.1%
CAG
986
Csenge Advisory Group
Florida
$573K -$283K -4,652 -34%
TWA
987
TCI Wealth Advisors
Arizona
$573K -$12.2K -200 -2%
CPA
988
Clear Perspective Advisors
Illinois
$565K -$97.4K -1,600 -15%
SF
989
Symphony Financial
Texas
$565K +$3.65K +60 +0.7%
EIA
990
Eldridge Investment Advisors
New Hampshire
$564K +$4.87K +80 +0.9%
Bank Julius Baer & Co
991
Bank Julius Baer & Co
Switzerland
$563K -$4.38K -72 -0.8%
BCWM
992
Bartlett & Co Wealth Management
Ohio
$561K -$3.65K -60 -0.6%
BC
993
Bartlett & Co
Ohio
$561K -$3.65K -60 -0.6%
PB
994
Pinnacle Bancorp
Nebraska
$560K -$15.3K -252 -3%
AIP
995
Ameritas Investment Partners
Nebraska
$559K +$243 +4 +0%
GFS
996
GYL Financial Synergies
Connecticut
$555K
IA
997
IFS Advisors
Kansas
$553K +$554K +9,108 New
PWAC
998
Private Wealth Advisors (California)
California
$551K
HWA
999
Heritage Way Advisors
Illinois
$549K
Luther King Capital Management (LKCM)
1000
Luther King Capital Management (LKCM)
Texas
$548K

IWF Hedge Fund Activity: Q1 2021 in Review

1,472 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2021, worth a combined $47.2B — down 1.8% from $48B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new IWF positions and 78 closed out — a net gain of 4 holders — while 386 added to existing stakes and 689 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $114M. The largest seller was Bank of America, cutting an estimated $558M.

  • 1,472 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2021, down from 1,485 in Q4 2020.
  • Funds reported $47.2B of iShares Russell 1000 Growth ETF stock for Q1 2021, down 1.8% quarter-over-quarter.
  • 82 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2021 and 78 closed out, a net change of +4 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2021 was Brinker Capital Investments, an estimated $114M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2021 was Bank of America, an estimated $558M sold.

Based on aggregated 13F filings for Q1 2021.