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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
BCWM
1001
Bartlett & Co Wealth Management
Ohio
$561K -$39.8K -700 -7%
AIP
1002
Ameritas Investment Partners
Nebraska
$558K +$195K +3,420 +58%
ORI
1003
Oak Ridge Investments
Illinois
$557K +$130K +2,288 +33%
DI
1004
DAGCO Inc
Ohio
$556K +$23.2K +408 +5%
CIAS
1005
Capital Investment Advisory Services
North Carolina
$555K
EIA
1006
Eldridge Investment Advisors
New Hampshire
$554K -$11.4K -200 -2%
SS
1007
Sunbelt Securities
Texas
$553K +$87K +1,528 +20%
GFS
1008
GYL Financial Synergies
Connecticut
$551K
AA
1009
Addison Advisors
Vermont
$551K +$520K +9,140 New
FWM
1010
Frontier Wealth Management
Missouri
$549K -$377K -6,620 -42%
ATC
1011
Adirondack Trust Company
New York
$549K +$3.19K +56 +0.6%
PWAC
1012
Private Wealth Advisors (California)
California
$548K -$81.5K -1,432 -14%
HWA
1013
Heritage Way Advisors
Illinois
$544K +$514K +9,028 New
CCM
1014
Carlson Capital Management
Minnesota
$543K -$117K -2,048 -19%
HAC
1015
Harbor Advisory Corp
New Hampshire
$543K
RSS
1016
Rosenblum Silverman Sutton
California
$543K +$79K +1,388 +18%
LA
1017
LVW Advisors
New York
$542K -$54.4K -956 -10%
UWM
1018
USAdvisors Wealth Management
Minnesota
$538K +$241K +4,240 +91%
HR
1019
Hayden Royal
North Carolina
$537K -$206K -3,612 -29%
BIA
1020
Bigelow Investment Advisors
Maine
$536K -$7.97K -140 -2%
HA
1021
HC Advisors
Georgia
$533K
SF
1022
Symphony Financial
Texas
$531K -$112K -1,960 -18%
TIM
1023
Tortoise Investment Management
New York
$531K
MCCP
1024
Mission Creek Capital Partners
California
$529K
YIA
1025
YHB Investment Advisors
Connecticut
$527K -$150K -2,628 -23%

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.