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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
RF
1101
Rollins Financial
Georgia
$435K +$411K +7,224 New
OPW
1102
Oxler Private Wealth
New York
$435K +$411K +7,228 New
RP
1103
Rice Partnership
Hawaii
$434K
OIM
1104
Oder Investment Management
California
$434K +$411K +7,224 New
LNB
1105
Ledyard National Bank
$433K
OGF
1106
Orin Green Financial
California
$432K +$408K +7,160 New
BOS
1107
Bank of Stockton
California
$431K
MCA
1108
Magnolia Capital Advisors
Mississippi
$426K -$1.14K -20 -0.3%
IWP
1109
IAG Wealth Partners
Wisconsin
$425K -$43.9K -772 -10%
WTB
1110
Washington Trust Bank
Washington
$424K +$127K +2,236 +47%
HIP
1111
HUB Investment Partners
Texas
$424K +$445K +7,820 New
RWMH
1112
Riverpoint Wealth Management Holdings
Illinois
$423K
NAM
1113
NorthCoast Asset Management
Connecticut
$423K +$33.9K +596 +9%
HAS
1114
HBW Advisory Services
California
$423K +$134K +2,360 +51%
Massachusetts Financial Services
1115
Massachusetts Financial Services
Massachusetts
$423K +$400K +7,024 New
CAI
1116
Capital Advisors Inc
Oklahoma
$422K -$2.28K -40 -0.6%
SCM
1117
Stonehearth Capital Management
Massachusetts
$422K +$399K +7,008 New
FNB
1118
Farmers National Bank
Kentucky
$422K +$398K +6,996 New
RRA
1119
Round Rock Advisors
Connecticut
$417K +$394K +6,920 New
GWSG
1120
GPS Wealth Strategies Group
Colorado
$416K +$3.19K +56 +0.8%
PWMAG
1121
Pinnacle Wealth Management Advisory Group
New Jersey
$415K -$24.6K -432 -6%
SG
1122
StoneX Group
New York
$412K +$122K +2,148 +46%
LPT
1123
Legacy Private Trust
Wisconsin
$410K -$121K -2,120 -24%
AC
1124
Apella Capital
Connecticut
$410K
SWA
1125
Stratos Wealth Advisors
Ohio
$410K +$387K +6,800 New

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.