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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
PCA
1176
Peddock Capital Advisors
Massachusetts
$356K
HA
1177
HYA Advisors
Missouri
$354K +$455 +8 +0.1%
CIC
1178
Chase Investment Counsel
Virginia
$353K +$32.6K +572 +11%
BI
1179
Berkeley Inc
Idaho
$352K +$333K +5,844 New
LCM
1180
LVM Capital Management
Michigan
$352K
EWM
1181
Empirical Wealth Management
Washington
$351K -$15.9K -280 -5%
GCP
1182
GSA Capital Partners
United Kingdom
$351K +$332K +5,828 New
UR
1183
USCA RIA
Texas
$347K -$64.9K -1,140 -17%
SWM
1184
SeaCrest Wealth Management
New York
$347K -$5.24K -92 -2%
THWM
1185
Taylor Hoffman Wealth Management
Virginia
$347K
SFP
1186
Shepherd Financial Partners
Massachusetts
$346K -$66K -1,160 -17%
TW
1187
TrinityPoint Wealth
Connecticut
$346K +$55.8K +980 +21%
VAS
1188
Vestmark Advisory Solutions
Massachusetts
$345K +$18.2K +320 +6%
VST
1189
Van Strum & Towne
California
$344K
MA
1190
MCF Advisors
Kentucky
$343K -$12.8K -224 -4%
HG
1191
Harbor Group
New Hampshire
$343K +$322K +5,664 New
PFA
1192
Peak Financial Advisors
Colorado
$342K +$323K +5,680 New
MWM
1193
Marietta Wealth Management
Georgia
$341K +$105K +1,844 +48%
PWM
1194
PBMares Wealth Management
Virginia
$338K +$319K +5,600 New
LCH
1195
Lee Capital Holdings
New York
$337K +$318K +5,588 New
3F
1196
360 Financial
Minnesota
$336K
HCM
1197
Hengehold Capital Management
Ohio
$335K -$4.78K -84 -1%
FMTC
1198
Farmers & Merchants Trust Company
California
$335K +$71.3K +1,252 +29%
BFA
1199
Bragg Financial Advisors
North Carolina
$334K -$34.2K -600 -10%
KFC
1200
Klingenstein Fields & Co
New York
$333K

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.