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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
9WM
1051
9258 Wealth Management
Ohio
$542K
KA
1052
Klingman & Associates
New York
$539K -$2.26K -32 -0.4%
GC
1053
GFG Capital
Florida
$536K -$1.13K -16 -0.2%
PWMAG
1054
Pinnacle Wealth Management Advisory Group
New Jersey
$536K
WB
1055
Webster Bank
Connecticut
$536K +$553K +7,820 New
PP
1056
Palladium Partners
Virginia
$530K +$84.9K +1,200 +18%
HCM
1057
Hudson Capital Management
New Jersey
$529K -$13.6K -192 -2%
AWA
1058
ARQ Wealth Advisors
Arizona
$527K -$8.49K -120 -2%
HWA
1059
HCR Wealth Advisors
California
$527K +$73.3K +1,036 +16%
GC
1060
Gibson Capital
Pennsylvania
$526K
HFA
1061
High Falls Advisors
New York
$521K
CWP
1062
Curated Wealth Partners
California
$514K
HWM
1063
Howard Wealth Management
Connecticut
$514K
DBT
1064
Dubuque Bank & Trust
Iowa
$513K
SL
1065
Salomon & Ludwin
Virginia
$512K
SC
1066
Steph & Co
Wisconsin
$512K
FMBTD
1067
First Midwest Bank Trust Division
Illinois
$511K -$28.3K -400 -5%
BIC
1068
Beach Investment Counsel
Pennsylvania
$510K
AO
1069
Advisor OS
Illinois
$509K -$37.6K -532 -7%
TPA
1070
Trivium Point Advisory
Connecticut
$509K -$2.83K -40 -0.5%
TCM
1071
Twele Capital Management
Minnesota
$508K -$262K -3,700 -33%
SWA
1072
Sightline Wealth Advisors
Connecticut
$508K
WMP
1073
Wealth Management Partners
Arizona
$506K -$4.81K -68 -0.9%
PCM
1074
Parsons Capital Management
Rhode Island
$506K +$522K +7,380 New
LA
1075
LVW Advisors
New York
$505K +$68.8K +972 +15%

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.