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iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

1,215 hedge funds and large institutions have $32B invested in iShares Russell 1000 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 349 increasing their positions, 561 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,215
Holders Change
-66
Holders Change %
-5.15%
% of All Funds
26.84%
Holding in Top 10
169
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.31%
% of All Funds
3.73%
New
87
Increased
349
Reduced
561
Closed
133
Calls
$39.3M
Puts
$8.73M
Net Calls
+$30.6M
Net Calls Change
+$66.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.71B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$818M
3
Bank of America
Bank of America
North Carolina
+$481M
4
M&T Bank
M&T Bank
New York
+$423M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$164M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$982M
2
CM
Churchill Management
California
-$321M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$171M
4
Goldman Sachs
Goldman Sachs
New York
-$99.5M
5
Prudential Financial
Prudential Financial
New Jersey
-$87.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
1001
Liberty Capital Management
Michigan
$272K – – –
AIA
1002
Arcadia Investment Advisors
Idaho
$271K +$271K +1,799 New
EIA
1003
Eldridge Investment Advisors
New Hampshire
$270K -$18.8K -125 -7%
WAM
1004
Weatherly Asset Management
California
$270K – – –
HGWM
1005
Horst & Graben Wealth Management
Oregon
$270K +$270K +1,790 New
BAS
1006
Brown Advisory Securities
Maryland
$269K -$160K -1,033 -37%
MCA
1007
Magnolia Capital Advisors
Mississippi
$268K – – –
EWM
1008
Evermay Wealth Management
Virginia
$267K – – –
SFG
1009
SNS Financial Group
Minnesota
$267K – – –
NFG
1010
Nations Financial Group
Iowa
$266K -$70.9K -471 -21%
GC
1011
GFG Capital
Florida
$266K +$4.66K +31 +2%
OWM
1012
Orgel Wealth Management
Wisconsin
$265K -$17.9K -119 -6%
CWM
1013
Circle Wealth Management
New Jersey
$265K – – –
RWMH
1014
Riverpoint Wealth Management Holdings
Illinois
$264K – – –
PIP
1015
Peachtree Investment Partners
Florida
$263K -$162K -1,077 -38%
EP
1016
Eudaimonia Partners
Tennessee
$262K -$37.9K -251 -13%
PCA
1017
Peddock Capital Advisors
Massachusetts
$261K -$30.6K -203 -10%
Boston Partners
1018
Boston Partners
Massachusetts
$259K +$259K +1,795 New
WTB
1019
Washington Trust Bank
Washington
$258K -$111K -738 -30%
Koshinski Asset Management
1020
Koshinski Asset Management
Illinois
$257K +$35.9K +238 +16%
AC
1021
Apella Capital
Connecticut
$257K +$257K +1,704 New
RE
1022
RBC Europe
United Kingdom
$256K -$38K -252 -13%
VAS
1023
Vestmark Advisory Solutions
Massachusetts
$254K +$254K +1,688 New
State Street
1024
State Street
Massachusetts
$253K – – –
RWM
1025
Reston Wealth Management
Virginia
$251K +$603 +4 +0.2%
39 40
41
42 43