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iShares Russell 1000 Growth ETF
IWF

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: 1,320 → 1,485 (+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: 181 → 181 (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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$183M
2
Bank of America
Bank of America
North Carolina
+$126M
3
BlackRock
BlackRock
New York
+$61.3M
4
AssetMark Inc
AssetMark Inc
California
+$58.7M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$54.9M

Top Sellers

Rank Fund Capital Flow
1
B
Barings
North Carolina
-$226M
2
N
Nuveen
North Carolina
-$114M
3
BCI
Brinker Capital Investments
Pennsylvania
-$93.6M
4
Goldman Sachs
Goldman Sachs
New York
-$70.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$70M
Name Holding Trade Value Shares
Change 		Change in
Stake
WFWM
1201
Wechter Feldman Wealth Management
New Jersey
$329K -$26.2K -460 -8%
EP
1202
Eudaimonia Partners
Tennessee
$328K -$2.05K -36 -0.7%
SYBT
1203
Stock Yards Bank & Trust
Kentucky
$328K +$78.8K +1,384 +34%
TCM
1204
Telos Capital Management
California
$327K -$37.1K -652 -11%
FCA
1205
FinTrust Capital Advisors
South Carolina
$327K – – –
First Manhattan
1206
First Manhattan
New York
$327K – – –
BCM
1207
Bourgeon Capital Management
Connecticut
$326K – – –
LCM
1208
Liberty Capital Management
Michigan
$325K +$307K +5,396 New
DWM
1209
Darwin Wealth Management
Florida
$325K +$307K +5,400 New
IF
1210
IRON Financial
Illinois
$324K – – –
MIAS
1211
Mason Investment Advisory Services
Virginia
$323K -$404K -7,092 -57%
BA
1212
Bristlecone Advisors
Washington
$323K -$5.69K -100 -2%
CWM
1213
Chesapeake Wealth Management
Virginia
$322K -$36.9K -648 -11%
CSIC
1214
Clifford Swan Investment Counsel
California
$321K – – –
RCM
1215
RB Capital Management
Nevada
$321K +$24.4K +428 +9%
SAM
1216
Strategy Asset Managers
California
$319K +$6.15K +108 +2%
PTP
1217
Platform Technology Partners
New York
$319K +$301K +5,296 New
AIA
1218
Arcadia Investment Advisors
Idaho
$317K – – –
CCMD
1219
Cypress Capital Management (Delaware)
Delaware
$315K – – –
FWM
1220
FFT Wealth Management
Pennsylvania
$315K – – –
TFF
1221
The Family Firm
Maryland
$315K +$228 +4 +0.1%
HBT
1222
Hills Bank & Trust
Iowa
$313K – – –
VCM
1223
Vigilant Capital Management
Maine
$313K – – –
PFA
1224
Pathway Financial Advisors
Vermont
$312K -$321K -5,636 -52%
LA
1225
LexAurum Advisors
Kansas
$312K – – –
47 48
49
50 51

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.