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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
HFM
1101
Hartford Financial Management
Connecticut
$462K
ACM
1102
Ashford Capital Management
Delaware
$461K -$49.8K -704 -9%
RWM
1103
Reston Wealth Management
Virginia
$461K +$849 +12 +0.2%
BFA
1104
Beacon Financial Advisory
Ohio
$461K +$25.8K +364 +6%
BFIM
1105
Beese Fulmer Investment Management
Ohio
$461K +$199K +2,820 +72%
AC
1106
Apella Capital
Connecticut
$460K -$6.22K -88 -1%
MP
1107
McDonald Partners
Ohio
$460K
WFAG
1108
Wescott Financial Advisory Group
Pennsylvania
$460K +$6.51K +92 +1%
ICP
1109
Interchange Capital Partners
Pennsylvania
$456K +$118K +1,664 +33%
JFA
1110
JNBA Financial Advisors
Minnesota
$452K -$125K -1,760 -21%
FFS
1111
Founders Financial Securities
Maryland
$450K
NB
1112
Northwest Bancshares
Pennsylvania
$449K
WSCM
1113
Wellington Shields Capital Management
New York
$448K
GWSG
1114
GPS Wealth Strategies Group
Colorado
$446K -$27.4K -388 -6%
EP
1115
Edgestream Partners
New Jersey
$445K -$72.4K -1,024 -14%
BHIC
1116
Bassett Hargrove Investment Counsel
Delaware
$444K
UTC
1117
Unified Trust Company
Kentucky
$444K
RP
1118
Rice Partnership
Hawaii
$442K
MWP
1119
Madison Wealth Partners
Wisconsin
$441K +$28.3K +400 +7%
BAS
1120
Brown Advisory Securities
Maryland
$440K +$3.4K +48 +0.8%
M
1121
MOTCO
Texas
$439K -$34K -480 -7%
CTA
1122
Colonial Trust Advisors
South Carolina
$439K
WFMPM
1123
Woodley Farra Manion Portfolio Management
Indiana
$438K -$35.4K -500 -7%
WCFA
1124
Walkner Condon Financial Advisors
Wisconsin
$438K
HA
1125
Harfst & Associates
Wyoming
$437K -$9.9K -140 -2%

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.