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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
VAS
1101
Vestmark Advisory Solutions
Massachusetts
$293K +$23.2K +440 +9%
IF
1102
IRON Financial
Illinois
$292K
CSIC
1103
Clifford Swan Investment Counsel
California
$288K
TFF
1104
The Family Firm
Maryland
$287K +$211 +4 +0.1%
CIC
1105
Chase Investment Counsel
Virginia
$286K +$279K +5,288 New
AIA
1106
Arcadia Investment Advisors
Idaho
$285K
PCMK
1107
Paragon Capital Management (Kansas)
Kansas
$285K -$21.1K -400 -7%
CCMD
1108
Cypress Capital Management (Delaware)
Delaware
$284K
FWM
1109
FFT Wealth Management
Pennsylvania
$283K
HBT
1110
Hills Bank & Trust
Iowa
$282K
VCM
1111
Vigilant Capital Management
Maine
$282K
LA
1112
LexAurum Advisors
Kansas
$281K -$13.5K -256 -5%
PW
1113
Peninsula Wealth
California
$281K
SAM
1114
Strategy Asset Managers
California
$281K
MC
1115
Moors & Cabot
Massachusetts
$280K -$10.3K -196 -4%
LC
1116
LCNB Corp
Ohio
$278K
CCFCSB
1117
Cape Cod Five Cents Savings Bank
Massachusetts
$277K
LIA
1118
LBMC Investment Advisors
Tennessee
$277K
TCB
1119
Texas Capital Bancshares
Texas
$277K
BFO
1120
Boston Family Office
Massachusetts
$276K
LWMT
1121
Legacy Wealth Management (Tennessee)
Tennessee
$276K
RMC
1122
Regis Management Company
California
$274K
SHWM
1123
Silicon Hills Wealth Management
Texas
$274K
AAM
1124
Aureus Asset Management
Massachusetts
$273K +$211 +4 +0.1%
ERIM
1125
Eagle Ridge Investment Management
Connecticut
$273K +$265K +5,028 New

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.