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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
WMP
1051
Wealth Management Partners
Arizona
$489K -$22.9K -376 -5%
HCM
1052
Hudson Capital Management
New Jersey
$488K -$221K -3,628 -31%
YIA
1053
YHB Investment Advisors
Connecticut
$488K -$77.4K -1,272 -15%
SPP
1054
Single Point Partners
Massachusetts
$488K
ODCM
1055
Old Dominion Capital Management
Virginia
$487K -$24.3K -400 -5%
CCA
1056
Checchi Capital Advisers
California
$486K -$32.6K -536 -6%
NWA
1057
Navis Wealth Advisors
New York
$486K
SRC
1058
Sage Rhino Capital
California
$486K
BFWA
1059
Benchmark Financial Wealth Advisors
Florida
$485K +$243 +4 +0.1%
PCS
1060
Personal CFO Solutions
New Jersey
$484K -$17.3K -284 -3%
CP
1061
Coho Partners
Pennsylvania
$484K +$17K +280 +4%
AO
1062
Advisor OS
Illinois
$484K +$484K +7,960 New
MGIA
1063
Matthew Goff Investment Advisor
Texas
$482K -$15.8K -260 -3%
MPW
1064
Monterey Private Wealth
California
$482K +$243 +4 +0.1%
GFP
1065
Gryphon Financial Partners
Ohio
$481K +$90.8K +1,492 +23%
9WM
1066
9258 Wealth Management
Ohio
$480K
FMBTD
1067
First Midwest Bank Trust Division
Illinois
$478K -$88.6K -1,456 -16%
AWA
1068
ARQ Wealth Advisors
Arizona
$474K -$11.9K -196 -2%
RF
1069
Rollins Financial
Georgia
$473K +$33.8K +556 +8%
GC
1070
Gibson Capital
Pennsylvania
$466K
BCP
1071
Berkeley Capital Partners
Georgia
$463K -$418K -6,860 -47%
WDG
1072
Wealth Dimensions Group
Ohio
$463K
HFA
1073
High Falls Advisors
New York
$462K
W
1074
WealthStone
Ohio
$457K +$4.63K +76 +1%
HWM
1075
Howard Wealth Management
Connecticut
$456K

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.