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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 %
PAG
1026
Pinnacle Advisory Group
Maryland
$251K +$36.2K +240 +17%
HWA
1027
HCR Wealth Advisors
California
$249K – – –
MPWT
1028
MassMutual Private Wealth & Trust
Connecticut
$248K -$137K -912 -36%
SNBOSCI
1029
Security National Bank of Sioux City Iowa
Iowa
$247K -$502K -3,339 -67%
HFM
1030
Hartford Financial Management
Connecticut
$247K – – –
WSCM
1031
Wellington Shields Capital Management
New York
$246K – – –
ML
1032
McAdam LLC
Pennsylvania
$246K – – –
OFS
1033
OneAscent Financial Services
Alabama
$245K -$7.84K -52 -3%
AIM
1034
Arcadia Investment Management
Michigan
$243K – – –
KA
1035
Kovack Advisors
Florida
$243K +$243K +1,610 New
KCM
1036
Karp Capital Management
California
$242K -$14.2K -94 -6%
THWM
1037
Taylor Hoffman Wealth Management
Virginia
$242K – – –
Charles Schwab
1038
Charles Schwab
California
$242K +$242K +1,600 New
CTA
1039
Colonial Trust Advisors
South Carolina
$241K – – –
RC
1040
RegentAtlantic Capital
New Jersey
$239K +$50.8K +338 +27%
5L
1041
55I LLC
Massachusetts
$238K -$29.1K -181 -11%
GEA
1042
Glen Eagle Advisors
New Jersey
$235K +$452 +3 +0.2%
SWM
1043
Sugarloaf Wealth Management
Georgia
$235K -$15.1K -100 -6%
SC
1044
Stratford Consulting
Texas
$235K – – –
APW
1045
Aurora Private Wealth
New Jersey
$232K +$232K +1,540 New
SWM
1046
SeaCrest Wealth Management
New York
$230K -$511K -3,392 -69%
EWM
1047
Empirical Wealth Management
Washington
$230K +$4.67K +31 +2%
ISWM
1048
Independent Solutions Wealth Management
New York
$229K – – –
EFL
1049
ERn Financial LLC
Wisconsin
$229K -$42.3K -281 -16%
ACM
1050
Advisors Capital Management
New Jersey
$229K -$40.9K -271 -15%
40 41
42
43 44