We are live on ! Find out more
IWF icon

iShares Russell 1000 Growth ETF

1,320 hedge funds and large institutions have $43.4B invested in iShares Russell 1000 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 338 increasing their positions, 625 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 47

7% more capital invested

Capital invested by funds: $40.5B → $43.4B (+$2.81B)

3% more funds holding in top 10

Funds holding in top 10: 175181 (+6)

2% more funds holding

Funds holding: 1,2921,320 (+28)

2.73% less ownership

Funds ownership: 299.85%297.12% (-2.7%)

19% less call options, than puts

Call options by funds: $547M | Put options by funds: $674M

46% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 625

Holders
1,320
Holders Change
+28
Holders Change %
+2.17%
% of All Funds
26.63%
Holding in Top 10
181
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+3.43%
% of All Funds
3.65%
New
88
Increased
338
Reduced
625
Closed
47
Calls
$547M
Puts
$674M
Net Calls
-$128M
Net Calls Change
-$4.61M
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
1076
Bridgecreek Investment Management
Oklahoma
$325K
LP
1077
LGL Partners
Pennsylvania
$325K +$632 +12 +0.2%
BWA
1078
Burt Wealth Advisors
Maryland
$322K
WFWM
1079
Wechter Feldman Wealth Management
New Jersey
$321K +$56.7K +1,076 +22%
MA
1080
MCF Advisors
Kentucky
$320K -$101K -1,920 -25%
PCA
1081
Peddock Capital Advisors
Massachusetts
$320K -$54.2K -1,028 -15%
RFM
1082
Royal Fund Management
Florida
$320K +$312K +5,916 New
HA
1083
HYA Advisors
Missouri
$318K +$632 +12 +0.2%
AIP
1084
Ameritas Investment Partners
Nebraska
$317K -$265K -5,024 -46%
LCM
1085
LVM Capital Management
Michigan
$317K
SWM
1086
SeaCrest Wealth Management
New York
$317K +$27.8K +528 +10%
THWM
1087
Taylor Hoffman Wealth Management
Virginia
$312K -$23.4K -444 -7%
PAG
1088
Pinnacle Advisory Group
Maryland
$309K
VST
1089
Van Strum & Towne
California
$309K
HCM
1090
Hengehold Capital Management
Ohio
$306K
ETS
1091
ESL Trust Services
New York
$305K -$85.3K -1,620 -22%
3F
1092
360 Financial
Minnesota
$302K
M
1093
MOTCO
Texas
$301K -$9.48K -180 -3%
KFC
1094
Klingenstein Fields & Co
New York
$299K
EP
1095
Eudaimonia Partners
Tennessee
$297K
CCMG
1096
Clark Capital Management Group
Pennsylvania
$297K +$49.1K +932 +20%
BA
1097
Bristlecone Advisors
Washington
$296K
JFA
1098
JNBA Financial Advisors
Minnesota
$295K -$8.64K -164 -3%
First Manhattan
1099
First Manhattan
New York
$294K
BCM
1100
Bourgeon Capital Management
Connecticut
$293K

IWF Hedge Fund Activity: Q3 2020 in Review

1,320 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2020, worth a combined $43.4B — up 6.9% from $40.5B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new IWF positions and 47 closed out — a net gain of 41 holders — while 338 added to existing stakes and 625 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $87.5M. The largest seller was Bank of America, cutting an estimated $991M.

  • 1,320 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2020, up from 1,292 in Q2 2020.
  • Funds reported $43.4B of iShares Russell 1000 Growth ETF stock for Q3 2020, up 6.9% quarter-over-quarter.
  • 88 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2020 and 47 closed out, a net change of +41 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2020 was Brinker Capital Investments, an estimated $87.5M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2020 was Bank of America, an estimated $991M sold.

Based on aggregated 13F filings for Q3 2020.