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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
ACM
1001
AlphaStar Capital Management
North Carolina
$609K +$591K +8,348 New
WDG
1002
Wealth Dimensions Group
Ohio
$607K +$49.2K +696 +9%
HA
1003
HC Advisors
Georgia
$606K
BRWM
1004
B. Riley Wealth Management
Tennessee
$606K +$626K +8,844 New
JC
1005
Jentner Corp
Ohio
$604K
TIM
1006
Tortoise Investment Management
New York
$604K
VAS
1007
Vestmark Advisory Solutions
Massachusetts
$603K -$173K -2,448 -22%
DJSG
1008
D.J. St. Germain
Massachusetts
$599K -$2.26K -32 -0.4%
MCCP
1009
Mission Creek Capital Partners
California
$598K -$4.24K -60 -0.7%
EHC
1010
Everett Harris & Co
California
$592K
SIM
1011
Stratos Investment Management
Ohio
$591K +$150K +2,120 +33%
GAM
1012
Gemmer Asset Management
California
$590K
SCA
1013
Sage Capital Advisors
South Dakota
$590K
CAM
1014
Cozad Asset Management
Illinois
$588K
FPW
1015
Flagship Private Wealth
Massachusetts
$588K +$283 +4 +0%
FWCM
1016
Ferguson Wellman Capital Management
Oregon
$588K +$82.1K +1,160 +16%
QAM
1017
QCI Asset Management
New York
$585K +$19.8K +280 +3%
PP
1018
PrairieView Partners
Minnesota
$582K -$14.4K -204 -2%
ETS
1019
ESL Trust Services
New York
$579K +$100K +1,420 +20%
BBNA
1020
Bremer Bank National Association
Minnesota
$578K -$13.6K -192 -2%
CG
1021
CFO4Life Group
Texas
$578K +$849 +12 +0.1%
HWA
1022
Heritage Way Advisors
Illinois
$576K -$44.1K -624 -7%
AIP
1023
Ahrens Investment Partners
Louisiana
$574K
MFM
1024
Mirsky Financial Management
New York
$574K
AWM
1025
Avondale Wealth Management
Texas
$571K

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.