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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
WFMPM
1026
Woodley Farra Manion Portfolio Management
Indiana
$516K -$152K -2,500 -23%
Janus Henderson Group
1027
Janus Henderson Group
United Kingdom
$515K -$810K -13,316 -61%
BIA
1028
Bigelow Investment Advisors
Maine
$514K -$26.5K -436 -5%
JFA
1029
JNBA Financial Advisors
Minnesota
$511K -$106K -1,744 -17%
PP
1030
Prosperity Planning
Missouri
$511K -$67.2K -1,104 -12%
CG
1031
CFO4Life Group
Texas
$511K +$730 +12 +0.1%
AP
1032
Advisor Partners
California
$509K
AIP
1033
Ahrens Investment Partners
Louisiana
$509K
MFM
1034
Mirsky Financial Management
New York
$509K
SC
1035
Steph & Co
Wisconsin
$506K -$4.38K -72 -0.9%
AWM
1036
Avondale Wealth Management
Texas
$506K
LSPW
1037
Lake Street Private Wealth
Illinois
$506K +$1.95K +32 +0.4%
HC
1038
Hourglass Capital
Texas
$503K -$289K -4,744 -36%
QAM
1039
QCI Asset Management
New York
$502K
RWA
1040
RGT Wealth Advisors
Texas
$500K -$13.6K -224 -3%
SW
1041
SteelPeak Wealth
California
$500K -$7.3K -120 -1%
OWP
1042
Obermeyer Wealth Partners
Colorado
$497K +$120K +1,968 +32%
HH
1043
HWG Holdings
Texas
$495K -$704K -11,568 -59%
GHA
1044
GW Henssler & Associates
Georgia
$495K
FWM
1045
Frontier Wealth Management
Missouri
$494K -$59.9K -984 -11%
CF
1046
Centaurus Financial
California
$494K +$49.7K +816 +11%
LIA
1047
LBMC Investment Advisors
Tennessee
$493K +$183K +3,000 +59%
MWM
1048
Minot Wealth Management
Massachusetts
$492K -$231K -3,800 -32%
KCPG
1049
Kavar Capital Partners Group
Kansas
$491K
AF
1050
Apexium Financial
Texas
$490K +$6.82K +112 +1%

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.