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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
SEEDPG
1076
S.E.E.D. Planning Group
New York
$460K
WDG
1077
Wealth Dimensions Group
Ohio
$460K +$434K +7,628 New
JCM
1078
Jag Capital Management
Missouri
$458K +$433K +7,600 New
HFA
1079
High Falls Advisors
New York
$458K +$433K +7,604 New
SWA
1080
Sightline Wealth Advisors
Connecticut
$457K +$431K +7,580 New
W
1081
WealthOne
New York
$457K +$432K +7,588 New
CNBT
1082
Cornerstone National Bank & Trust
Illinois
$456K
TPA
1083
Trivium Point Advisory
Connecticut
$456K +$47.6K +836 +12%
HWM
1084
Howard Wealth Management
Connecticut
$452K -$8.42K -148 -2%
DBT
1085
Dubuque Bank & Trust
Iowa
$452K +$50.8K +892 +14%
W
1086
WealthStone
Ohio
$450K +$425K +7,460 New
BAS
1087
Brown Advisory Securities
Maryland
$449K -$74.4K -1,308 -15%
BIC
1088
Beach Investment Counsel
Pennsylvania
$449K
M
1089
MOTCO
Texas
$448K +$107K +1,876 +34%
NCM
1090
Next Capital Management
New York
$447K +$32.3K +568 +8%
KA
1091
Klingman & Associates
New York
$445K +$138K +2,424 +49%
ATWA
1092
Arbor Trust Wealth Advisors
Michigan
$443K
MPW
1093
Monterey Private Wealth
California
$443K +$228 +4 +0.1%
ME
1094
McIlrath & Eck
Washington
$442K -$25.7K -452 -6%
CF
1095
Centaurus Financial
California
$441K -$69.4K -1,220 -14%
CCMINC
1096
Cardinal Capital Management Inc (North Carolina)
North Carolina
$440K
KWMG
1097
King Wealth Management Group
Florida
$436K -$683 -12 -0.2%
AF
1098
Allworth Financial
California
$436K +$228 +4 +0.1%
EWM
1099
Evermay Wealth Management
Virginia
$435K
WP
1100
WealthPLAN Partners
Nebraska
$435K +$36.2K +636 +10%

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.