We are live on ! Find out more
IWF icon

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
PCS
1051
Personal CFO Solutions
New Jersey
$497K +$16.4K +288 +4%
MGIA
1052
Matthew Goff Investment Advisor
Texas
$494K
SFG
1053
SageGuard Financial Group
Tennessee
$492K +$471K +8,268 New
BOTW
1054
Bank of the West
California
$491K
GHA
1055
GW Henssler & Associates
Georgia
$491K
DBRC
1056
D.B. Root & Company
Pennsylvania
$489K -$707K -12,420 -60%
KCPG
1057
Kavar Capital Partners Group
Kansas
$488K
PBO
1058
Peoples Bank (Ohio)
Ohio
$487K -$106K -1,868 -19%
CCA
1059
Column Capital Advisors
Indiana
$484K -$66.7K -1,172 -13%
AWA
1060
ARQ Wealth Advisors
Arizona
$483K -$3.42K -60 -0.7%
VHAM
1061
Van Hulzen Asset Management
California
$483K
SRC
1062
Sage Rhino Capital
California
$482K
NWA
1063
Navis Wealth Advisors
New York
$482K +$455K +8,000 New
BFWA
1064
Benchmark Financial Wealth Advisors
Florida
$481K +$454K +7,984 New
AF
1065
Apexium Financial
Texas
$480K
SWMP
1066
Signature Wealth Management Partners
New Jersey
$480K +$453K +7,956 New
SPP
1067
Single Point Partners
Massachusetts
$477K -$19.6M -343,896 -98%
9WM
1068
9258 Wealth Management
Ohio
$476K +$450K +7,904 New
CT
1069
Columbia Trust
Oregon
$476K +$450K +7,912 New
GC
1070
Gibson Capital
Pennsylvania
$465K
WBG
1071
Wharton Business Group
Pennsylvania
$465K
CWM
1072
Circle Wealth Management
New Jersey
$463K +$33.7K +592 +8%
CP
1073
Coho Partners
Pennsylvania
$463K +$51.2K +900 +13%
CCP
1074
Cassia Capital Partners
North Carolina
$463K +$437K +7,672 New
PP
1075
PrairieView Partners
Minnesota
$462K -$340K -5,976 -44%

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.