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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
BCP
1151
Berkeley Capital Partners
Georgia
$409K -$14.7K -208 -3%
PWW
1152
Pettyjohn Wood & White
Virginia
$407K -$9.9K -140 -2%
ICG
1153
InterOcean Capital Group
Tennessee
$407K -$9.34K -132 -2%
BWA
1154
Burt Wealth Advisors
Maryland
$407K
GAB
1155
German American Bancorp
Indiana
$407K
HA
1156
HYA Advisors
Missouri
$407K +$566 +8 +0.1%
MA
1157
MCF Advisors
Kentucky
$407K +$46.7K +660 +12%
FMC
1158
First Merchants Corp
Indiana
$404K +$137K +1,940 +49%
MFS
1159
McNamara Financial Services
Massachusetts
$401K -$37.6K -532 -8%
CIC
1160
Chase Investment Counsel
Virginia
$401K
SAM
1161
Secure Asset Management
Michigan
$400K -$129K -1,828 -24%
LCM
1162
LVM Capital Management
Michigan
$400K
PFA
1163
Peak Financial Advisors
Colorado
$400K +$11.6K +164 +3%
HGWM
1164
Horst & Graben Wealth Management
Oregon
$399K -$30.8K -436 -7%
RE
1165
RBC Europe
United Kingdom
$398K
CSIC
1166
Clifford Swan Investment Counsel
California
$396K
HR
1167
Hayden Royal
North Carolina
$395K -$54K -764 -12%
SYBT
1168
Stock Yards Bank & Trust
Kentucky
$394K -$30.8K -436 -7%
PWM
1169
PBMares Wealth Management
Virginia
$394K +$11.3K +160 +3%
OIM
1170
Oder Investment Management
California
$393K
LWMT
1171
Legacy Wealth Management (Tennessee)
Tennessee
$389K
WJWM
1172
Williams Jones Wealth Management
New York
$389K
TW
1173
TrinityPoint Wealth
Connecticut
$387K +$26.3K +372 +7%
AWAP
1174
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$387K +$53.2K +752 +15%
3F
1175
360 Financial
Minnesota
$386K +$4.53K +64 +1%

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.