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iShares Russell 1000 Growth ETF

1,320 hedge funds and large institutions have $43.4B invested in iShares Russell 1000 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 338 increasing their positions, 625 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 47

7% more capital invested

Capital invested by funds: $40.5B → $43.4B (+$2.81B)

3% more funds holding in top 10

Funds holding in top 10: 175181 (+6)

2% more funds holding

Funds holding: 1,2921,320 (+28)

2.73% less ownership

Funds ownership: 299.85%297.12% (-2.7%)

19% less call options, than puts

Call options by funds: $547M | Put options by funds: $674M

46% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 625

Holders
1,320
Holders Change
+28
Holders Change %
+2.17%
% of All Funds
26.63%
Holding in Top 10
181
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+3.43%
% of All Funds
3.65%
New
88
Increased
338
Reduced
625
Closed
47
Calls
$547M
Puts
$674M
Net Calls
-$128M
Net Calls Change
-$4.61M
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1201
Nelson Capital Management
California
$212K +$206K +3,904 New
BWM
1202
BNC Wealth Management
Oregon
$211K +$205K +3,888 New
OSAM
1203
O'Shaughnessy Asset Management
Connecticut
$210K +$129K +2,452 +174%
FBB
1204
Fulton Breakefield Broenniman
Maryland
$209K +$203K +3,852 New
CICI
1205
Capital Investment Counsel Inc
North Carolina
$208K
IA
1206
IFG Advisors
Missouri
$208K +$201K +3,824 New
BFEC
1207
Benjamin F. Edwards & Company
Missouri
$207K
MWM
1208
Marietta Wealth Management
Georgia
$207K +$201K +3,812 New
CAM
1209
Columbia Asset Management
Michigan
$207K +$201K +3,824 New
PAM
1210
Private Asset Management
California
$206K +$200K +3,796 New
CHJWM
1211
Carlton Hofferkamp & Jenks Wealth Management
Texas
$204K +$190K +3,604 New
GSWM
1212
Golden State Wealth Management
California
$204K +$198K +3,764 New
RPGK
1213
Retirement Planning Group (Kansas)
Kansas
$202K +$196K +3,720 New
BA
1214
Baugh & Associates
Georgia
$202K +$196K +3,728 New
RHP
1215
Royal Harbor Partners
Texas
$201K -$107K -2,024 -35%
FA
1216
FMA Advisory
Pennsylvania
$201K +$195K +3,708 New
AIA
1217
Armor Investment Advisors
North Carolina
$199K
MM
1218
Main Management
California
$198K
IAS
1219
IMA Advisory Services
Colorado
$197K
LFG
1220
Larson Financial Group
Missouri
$197K +$211 +4 +0.1%
FFW
1221
Fusion Family Wealth
New York
$194K +$84.3K +1,600 +81%
CHA
1222
Carmichael Hill & Associates
Maryland
$177K -$68.1K -1,292 -28%
HB
1223
Horizon Bancorp
Indiana
$177K
POIA
1224
Pin Oak Investment Advisors
Texas
$176K
BHWM
1225
Bay Harbor Wealth Management
Maryland
$167K

IWF Hedge Fund Activity: Q3 2020 in Review

1,320 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2020, worth a combined $43.4B — up 6.9% from $40.5B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new IWF positions and 47 closed out — a net gain of 41 holders — while 338 added to existing stakes and 625 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $87.5M. The largest seller was Bank of America, cutting an estimated $991M.

  • 1,320 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2020, up from 1,292 in Q2 2020.
  • Funds reported $43.4B of iShares Russell 1000 Growth ETF stock for Q3 2020, up 6.9% quarter-over-quarter.
  • 88 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2020 and 47 closed out, a net change of +41 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2020 was Brinker Capital Investments, an estimated $87.5M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2020 was Bank of America, an estimated $991M sold.

Based on aggregated 13F filings for Q3 2020.