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iShares Russell 1000 Growth ETF

1,472 hedge funds and large institutions have $47.2B invested in iShares Russell 1000 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 386 increasing their positions, 689 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.57% more ownership

Funds ownership: 297.46%299.03% (+1.6%)

5% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 78

1% less funds holding

Funds holding: 1,4851,472 (-13)

2% less capital invested

Capital invested by funds: $48B → $47.2B (-$846M)

8% less funds holding in top 10

Funds holding in top 10: 181166 (-15)

44% less repeat investments, than reductions

Existing positions increased: 386 | Existing positions reduced: 689

67% less call options, than puts

Call options by funds: $85.6M | Put options by funds: $257M

Holders
1,472
Holders Change
-13
Holders Change %
-0.88%
% of All Funds
25.85%
Holding in Top 10
166
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-8.29%
% of All Funds
2.91%
New
82
Increased
386
Reduced
689
Closed
78
Calls
$85.6M
Puts
$257M
Net Calls
-$171M
Net Calls Change
-$60.4M
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
1101
IAG Wealth Partners
Wisconsin
$419K -$9.74K -160 -2%
GWSG
1102
GPS Wealth Strategies Group
Colorado
$419K
PWMAG
1103
Pinnacle Wealth Management Advisory Group
New Jersey
$419K
BOPW
1104
Brandywine Oak Private Wealth
Pennsylvania
$418K +$6.57K +108 +2%
TPA
1105
Trivium Point Advisory
Connecticut
$417K -$42.1K -692 -9%
HFM
1106
Hartford Financial Management
Connecticut
$417K +$7.3K +120 +2%
CFP
1107
Curran Financial Partners
South Carolina
$415K +$8.28K +136 +2%
AC
1108
Apella Capital
Connecticut
$414K
CNBT
1109
Cornerstone National Bank & Trust
Illinois
$411K -$48.7K -800 -11%
FNB
1110
Farmers National Bank
Kentucky
$411K -$14.4K -236 -3%
CA
1111
Claro Advisors
Massachusetts
$410K
MP
1112
McDonald Partners
Ohio
$408K -$466K -7,664 -53%
State Street
1113
State Street
Massachusetts
$408K
RWM
1114
Reston Wealth Management
Virginia
$408K +$487 +8 +0.1%
ZIM
1115
Zacks Investment Management
Illinois
$405K -$4.69M -77,072 -92%
RP
1116
Rice Partnership
Hawaii
$404K -$33.1K -544 -8%
LNB
1117
Ledyard National Bank
$404K -$32.6K -536 -7%
HWA
1118
HCR Wealth Advisors
California
$404K
PAG
1119
Pinnacle Advisory Group
Maryland
$403K +$89.1K +1,464 +28%
MFS
1120
McNamara Financial Services
Massachusetts
$399K -$40.9K -672 -9%
FFS
1121
Founders Financial Securities
Maryland
$399K +$400K +6,568 New
HR
1122
Hayden Royal
North Carolina
$397K -$144K -2,372 -27%
JCM
1123
Jacobi Capital Management
Pennsylvania
$397K
WSCM
1124
Wellington Shields Capital Management
New York
$397K
RRA
1125
Round Rock Advisors
Connecticut
$396K -$24.3K -400 -6%

IWF Hedge Fund Activity: Q1 2021 in Review

1,472 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2021, worth a combined $47.2B — down 1.8% from $48B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new IWF positions and 78 closed out — a net gain of 4 holders — while 386 added to existing stakes and 689 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $114M. The largest seller was Bank of America, cutting an estimated $558M.

  • 1,472 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2021, down from 1,485 in Q4 2020.
  • Funds reported $47.2B of iShares Russell 1000 Growth ETF stock for Q1 2021, down 1.8% quarter-over-quarter.
  • 82 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2021 and 78 closed out, a net change of +4 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2021 was Brinker Capital Investments, an estimated $114M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2021 was Bank of America, an estimated $558M sold.

Based on aggregated 13F filings for Q1 2021.