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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
BIC
1001
Beach Investment Counsel
Pennsylvania
$404K -$116K -2,200 -23%
Jane Street
1002
Jane Street
New York
$402K -$2.59M -49,144 -87%
WG
1003
Watchman Group
Texas
$402K
ATWA
1004
Arbor Trust Wealth Advisors
Michigan
$399K -$5.9K -112 -2%
MPW
1005
Monterey Private Wealth
California
$398K +$211 +4 +0.1%
PWMAG
1006
Pinnacle Wealth Management Advisory Group
New Jersey
$397K -$181K -3,432 -32%
CCMINC
1007
Cardinal Capital Management Inc (North Carolina)
North Carolina
$396K +$385K +7,300 New
MFS
1008
McNamara Financial Services
Massachusetts
$395K -$15.6K -296 -4%
HCM
1009
Hilton Capital Management
New York
$395K -$13.7K -260 -3%
KWMG
1010
King Wealth Management Group
Florida
$393K
NFG
1011
Nations Financial Group
Iowa
$391K +$211 +4 +0.1%
AF
1012
Allworth Financial
California
$391K +$632 +12 +0.2%
EWM
1013
Evermay Wealth Management
Virginia
$391K +$6.74K +128 +2%
RP
1014
Rice Partnership
Hawaii
$390K -$71.4K -1,356 -16%
LNB
1015
Ledyard National Bank
$390K -$9.48K -180 -2%
BOS
1016
Bank of Stockton
California
$388K
CWM
1017
Circle Wealth Management
New Jersey
$385K +$632 +12 +0.2%
MCA
1018
Magnolia Capital Advisors
Mississippi
$384K -$2.11K -40 -0.6%
CAI
1019
Capital Advisors Inc
Oklahoma
$382K -$357K -6,780 -49%
OWM
1020
Orgel Wealth Management
Wisconsin
$382K
HA
1021
Harfst & Associates
Wyoming
$381K -$11.2K -212 -3%
RWMH
1022
Riverpoint Wealth Management Holdings
Illinois
$381K
PIP
1023
Peachtree Investment Partners
Florida
$380K -$518K -9,832 -58%
ORI
1024
Oak Ridge Investments
Illinois
$377K +$39.2K +744 +12%
FCB
1025
First Command Bank
Texas
$376K +$8.01K +152 +2%

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.