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iShares Russell 1000 Growth ETF

1,522 hedge funds and large institutions have $53B invested in iShares Russell 1000 Growth ETF in 2021 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 489 increasing their positions, 559 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 56

4% more capital invested

Capital invested by funds: $51B → $53B (+$2.02B)

0.95% more ownership

Funds ownership: 296.34%297.29% (+0.95%)

0% more funds holding

Funds holding: 1,5171,522 (+5)

0% more funds holding in top 10

Funds holding in top 10: 172172 (0)

13% less repeat investments, than reductions

Existing positions increased: 489 | Existing positions reduced: 559

58% less call options, than puts

Call options by funds: $68.5M | Put options by funds: $165M

Holders
1,522
Holders Change
+5
Holders Change %
+0.33%
% of All Funds
26.65%
Holding in Top 10
172
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
3.01%
New
83
Increased
489
Reduced
559
Closed
56
Calls
$68.5M
Puts
$165M
Net Calls
-$96.5M
Net Calls Change
+$238M
Name Holding Trade Value Shares
Change
Change in
Stake
CWAG
976
Compton Wealth Advisory Group
Virginia
$653K
AIM
977
Anchor Investment Management
South Carolina
$653K
ARC
978
Advisor Resource Council
Texas
$652K -$868K -12,272 -56%
AFM
979
Andesa Financial Management
Pennsylvania
$650K -$667K -9,428 -50%
CCM
980
Cribstone Capital Management
Maine
$642K -$162K -2,296 -20%
LIM
981
Leavell Investment Management
Alabama
$640K -$190K -2,688 -22%
CWM
982
Cornerstone Wealth Management
Missouri
$640K -$32.8K -464 -5%
TRCT
983
Tower Research Capital (TRC)
New York
$640K +$661K +9,340 New
DBRC
984
D.B. Root & Company
Pennsylvania
$638K -$77K -1,088 -10%
CPA
985
Clear Perspective Advisors
Illinois
$637K
SS
986
Sunbelt Securities
Texas
$637K
Koshinski Asset Management
987
Koshinski Asset Management
Illinois
$636K -$30.6K -432 -4%
SF
988
Symphony Financial
Texas
$631K -$1.98K -28 -0.3%
PB
989
Pinnacle Bancorp
Nebraska
$631K
CSPIA
990
Cary Street Partners Investment Advisory
Virginia
$628K
BAM
991
Belpointe Asset Management
Nevada
$626K +$37.1K +524 +6%
GFS
992
GYL Financial Synergies
Connecticut
$625K +$14.1K +200 +2%
PCS
993
Personal CFO Solutions
New Jersey
$623K +$566 +8 +0.1%
AC
994
Abbrea Capital
California
$623K +$42.2K +596 +7%
SAS
995
Stelac Advisory Services
New York
$621K -$1.43M -20,260 -69%
GC
996
Gilbert & Cook
Iowa
$616K -$50.4K -712 -7%
AA
997
Addison Advisors
Vermont
$614K
Luther King Capital Management (LKCM)
998
Luther King Capital Management (LKCM)
Texas
$614K
HAC
999
Harbor Advisory Corp
New Hampshire
$610K
NCM
1000
Next Capital Management
New York
$610K +$13.9K +196 +2%

IWF Hedge Fund Activity: Q3 2021 in Review

1,522 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2021, worth a combined $53B — up 4% from $51B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new IWF positions and 56 closed out — a net gain of 27 holders — while 489 added to existing stakes and 559 trimmed.

The largest buyer was Nuveen, adding an estimated $895M. The largest seller was Bank of America, cutting an estimated $332M.

  • 1,522 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2021, up from 1,517 in Q2 2021.
  • Funds reported $53B of iShares Russell 1000 Growth ETF stock for Q3 2021, up 4% quarter-over-quarter.
  • 83 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2021 and 56 closed out, a net change of +27 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2021 was Nuveen, an estimated $895M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2021 was Bank of America, an estimated $332M sold.

Based on aggregated 13F filings for Q3 2021.