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iShares Russell 1000 Growth ETF

1,218 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, 563 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more call options, than puts

Call options by funds: $39.3M | Put options by funds: $8.73M

16.62% more ownership

Funds ownership: 286.64%303.26% (+17%)

2% less funds holding in top 10

Funds holding in top 10: 173169 (-4)

5% less funds holding

Funds holding: 1,2851,218 (-67)

7% less capital invested

Capital invested by funds: $34.4B → $32B (-$2.31B)

35% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 134

38% less repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 563

Holders
1,218
Holders Change
-67
Holders Change %
-5.21%
% of All Funds
26.83%
Holding in Top 10
169
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.31%
% of All Funds
3.72%
New
87
Increased
349
Reduced
563
Closed
134
Calls
$39.3M
Puts
$8.73M
Net Calls
+$30.6M
Net Calls Change
+$66.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AFM
1076
Abbot Financial Management
Massachusetts
$211K -$117K -2,724 -33%
UR
1077
USCA RIA
Texas
$209K -$2.45M -56,744 -91%
LC
1078
LCNB Corp
Ohio
$208K -$5.69K -132 -2%
KFC
1079
Klingenstein Fields & Co
New York
$208K
LA
1080
LexAurum Advisors
Kansas
$207K +$4.65K +108 +2%
HL
1081
HeadInvest LLC
Maine
$206K -$2.76K -64 -1%
BA
1082
Bristlecone Advisors
Washington
$206K
JIP
1083
Jaffetilchin Investment Partners
Florida
$204K -$13.8K -320 -6%
First Manhattan
1084
First Manhattan
New York
$204K
KWA
1085
KCS Wealth Advisory
California
$203K -$59.6K -1,384 -20%
BCM
1086
Bourgeon Capital Management
Connecticut
$203K
ETS
1087
ESL Trust Services
New York
$203K +$229K +5,316 New
IF
1088
IRON Financial
Illinois
$202K
CSIC
1089
Clifford Swan Investment Counsel
California
$200K -$49K -1,136 -18%
DWA
1090
Dougherty Wealth Advisers
Minnesota
$200K
NC
1091
NovaPoint Capital
Georgia
$200K
LWM
1092
Liberty Wealth Management
California
$198K
VCM
1093
Vigilant Capital Management
Maine
$196K -$147K -3,400 -40%
NPP
1094
New Potomac Partners
Maryland
$181K
CHA
1095
Carmichael Hill & Associates
Maryland
$172K -$9.31K -216 -5%
SSWG
1096
Seven Springs Wealth Group
Tennessee
$166K
CWM
1097
Cedar Wealth Management
California
$165K +$74.5K +1,728 +65%
LC
1098
Lindbrook Capital
California
$164K +$11K +256 +6%
OSNBOA
1099
Old Second National Bank of Aurora
Illinois
$163K
CTB
1100
Country Trust Bank
Illinois
$162K

IWF Hedge Fund Activity: Q1 2020 in Review

1,218 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2020, worth a combined $32B — down 6.7% from $34.4B a quarter earlier.

Sellers outnumbered buyers: 134 funds closed out of IWF and 87 opened new positions — a net loss of 47 holders — while 563 trimmed existing stakes and 349 added.

The largest buyer was Morgan Stanley, adding an estimated $1.95B. The largest seller was Johanson Financial Advisors, cutting an estimated $1.12B.

  • 1,218 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2020, down from 1,285 in Q4 2019.
  • Funds reported $32B of iShares Russell 1000 Growth ETF stock for Q1 2020, down 6.7% quarter-over-quarter.
  • 87 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2020 and 134 closed out, a net change of -47 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2020 was Morgan Stanley, an estimated $1.95B added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2020 was Johanson Financial Advisors, an estimated $1.12B sold.

Based on aggregated 13F filings for Q1 2020.