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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
LA
1001
LVW Advisors
New York
$547K
CSPIA
1002
Cary Street Partners Investment Advisory
Virginia
$546K -$99.8K -1,640 -15%
SWA
1003
Stratos Wealth Advisors
Ohio
$544K +$130K +2,144 +32%
NG
1004
NWK Group
California
$542K -$247K -4,060 -31%
SCA
1005
Sage Capital Advisors
South Dakota
$542K -$9.49K -156 -2%
HAC
1006
Harbor Advisory Corp
New Hampshire
$541K -$5.84K -96 -1%
FPW
1007
Flagship Private Wealth
Massachusetts
$539K
BWA
1008
BlueSky Wealth Advisors
North Carolina
$538K
HA
1009
HC Advisors
Georgia
$537K
CCA
1010
Column Capital Advisors
Indiana
$537K +$49.9K +820 +10%
JC
1011
Jentner Corp
Ohio
$536K -$39.2K -644 -7%
TIM
1012
Tortoise Investment Management
New York
$535K
RSS
1013
Rosenblum Silverman Sutton
California
$534K -$13.4K -220 -2%
MCCP
1014
Mission Creek Capital Partners
California
$534K
DJSG
1015
D.J. St. Germain
Massachusetts
$533K -$253K -4,160 -32%
AWMT
1016
AAFMAA Wealth Management & Trust
North Carolina
$528K -$48.7K -800 -8%
CAM
1017
Cozad Asset Management
Illinois
$528K
PP
1018
PrairieView Partners
Minnesota
$528K +$62.8K +1,032 +13%
NAM
1019
NorthCoast Asset Management
Connecticut
$528K +$102K +1,676 +24%
JSAM
1020
J. Safra Asset Management
New York
$528K +$252K +4,140 +91%
FC
1021
Financial Consulate
Maryland
$525K -$47.7K -784 -8%
BAM
1022
Belpointe Asset Management
Nevada
$524K -$118K -1,932 -18%
WAM
1023
Weatherly Asset Management
California
$524K
ASI
1024
Advisory Services & Investments
Oregon
$524K +$524K +8,616 New
GAM
1025
Gemmer Asset Management
California
$523K +$524K +8,608 New

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.