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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
ATWA
1076
Arbor Trust Wealth Advisors
Michigan
$504K
MPW
1077
Monterey Private Wealth
California
$501K -$3.96K -56 -0.8%
MPWT
1078
MassMutual Private Wealth & Trust
Connecticut
$498K +$186K +2,636 +57%
CT
1079
Columbia Trust
Oregon
$497K
LWM
1080
Liberty Wealth Management
California
$497K +$280K +3,956 +131%
KWMG
1081
King Wealth Management Group
Florida
$495K
OPW
1082
Oxler Private Wealth
New York
$495K
EWM
1083
Evermay Wealth Management
Virginia
$494K
BWA
1084
BlueSky Wealth Advisors
North Carolina
$492K -$15.6K -220 -3%
Kovitz Investment Group Partners
1085
Kovitz Investment Group Partners
Illinois
$492K +$508K +7,176 New
OWM
1086
Orgel Wealth Management
Wisconsin
$491K -$9.34K -132 -2%
OGF
1087
Orin Green Financial
California
$491K
RSS
1088
Rosenblum Silverman Sutton
California
$488K -$31.1K -440 -6%
CWM
1089
Circle Wealth Management
New Jersey
$488K
ME
1090
McIlrath & Eck
Washington
$484K -$1.98K -28 -0.4%
JCM
1091
Jacobi Capital Management
Pennsylvania
$483K +$2.26K +32 +0.5%
AP
1092
Advisor Partners
California
$482K -$94.8K -1,340 -16%
FCA
1093
FinTrust Capital Advisors
South Carolina
$482K +$113K +1,604 +30%
RWMH
1094
Riverpoint Wealth Management Holdings
Illinois
$481K
SCM
1095
Stonehearth Capital Management
Massachusetts
$480K
SWMP
1096
Signature Wealth Management Partners
New Jersey
$478K
LNB
1097
Ledyard National Bank
$469K -$3.68K -52 -0.8%
CNBT
1098
Cornerstone National Bank & Trust
Illinois
$464K +$283 +4 +0.1%
GEA
1099
Glen Eagle Advisors
New Jersey
$463K -$78.7K -1,112 -14%
BIA
1100
Bigelow Investment Advisors
Maine
$463K -$120K -1,696 -20%

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.