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iShares Russell 1000 Growth ETF

1,472 hedge funds and large institutions have $47.2B invested in iShares Russell 1000 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 386 increasing their positions, 689 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.57% more ownership

Funds ownership: 297.46%299.03% (+1.6%)

5% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 78

1% less funds holding

Funds holding: 1,4851,472 (-13)

2% less capital invested

Capital invested by funds: $48B → $47.2B (-$846M)

8% less funds holding in top 10

Funds holding in top 10: 181166 (-15)

44% less repeat investments, than reductions

Existing positions increased: 386 | Existing positions reduced: 689

67% less call options, than puts

Call options by funds: $85.6M | Put options by funds: $257M

Holders
1,472
Holders Change
-13
Holders Change %
-0.88%
% of All Funds
25.85%
Holding in Top 10
166
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-8.29%
% of All Funds
2.91%
New
82
Increased
386
Reduced
689
Closed
78
Calls
$85.6M
Puts
$257M
Net Calls
-$171M
Net Calls Change
-$60.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1201
Liberty Capital Management
Michigan
$320K -$8.28K -136 -3%
PIMG
1202
Patriot Investment Management Group
Tennessee
$320K +$321K +5,276 New
WFWM
1203
Wechter Feldman Wealth Management
New Jersey
$319K -$12.4K -204 -4%
CCMD
1204
Cypress Capital Management (Delaware)
Delaware
$318K
FWM
1205
FFT Wealth Management
Pennsylvania
$317K
TCM
1206
Telos Capital Management
California
$315K -$14.6K -240 -4%
SC
1207
Soundwatch Capital
Connecticut
$315K +$66.2K +1,088 +27%
IFG
1208
Independent Financial Group
California
$315K +$109K +1,784 +53%
EP
1209
Eudaimonia Partners
Tennessee
$314K -$16.6K -272 -5%
LC
1210
LCNB Corp
Ohio
$312K
BA
1211
Bristlecone Advisors
Washington
$311K -$15.1K -248 -5%
AFA
1212
Atlanta Financial Associates
Georgia
$310K
LWMT
1213
Legacy Wealth Management (Tennessee)
Tennessee
$310K
TCB
1214
Texas Capital Bancshares
Texas
$310K
BFO
1215
Boston Family Office
Massachusetts
$309K
CWM
1216
Cedar Wealth Management
California
$309K +$42.4K +696 +16%
SHWM
1217
Silicon Hills Wealth Management
Texas
$307K
SAM
1218
Strategy Asset Managers
California
$306K -$14.6K -240 -5%
HBT
1219
Hills Bank & Trust
Iowa
$304K -$12.2K -200 -4%
PAMG
1220
Patton Albertson Miller Group
Tennessee
$303K -$58.7K -964 -16%
PCMK
1221
Paragon Capital Management (Kansas)
Kansas
$303K -$13.4K -220 -5%
KPW
1222
Kore Private Wealth
New York
$303K +$243 +4 +0.1%
CBFP
1223
Cedar Brook Financial Partners
Ohio
$302K -$105K -1,728 -26%
FC
1224
FCA Corp
Texas
$300K
MAA
1225
Matrix Asset Advisors
New York
$300K +$301K +4,944 New

IWF Hedge Fund Activity: Q1 2021 in Review

1,472 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2021, worth a combined $47.2B — down 1.8% from $48B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new IWF positions and 78 closed out — a net gain of 4 holders — while 386 added to existing stakes and 689 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $114M. The largest seller was Bank of America, cutting an estimated $558M.

  • 1,472 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2021, down from 1,485 in Q4 2020.
  • Funds reported $47.2B of iShares Russell 1000 Growth ETF stock for Q1 2021, down 1.8% quarter-over-quarter.
  • 82 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2021 and 78 closed out, a net change of +4 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2021 was Brinker Capital Investments, an estimated $114M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2021 was Bank of America, an estimated $558M sold.

Based on aggregated 13F filings for Q1 2021.