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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
CAL
101
Capital Advisors Ltd
Ohio
$32.3M -$337K -6,392 -1%
NP
102
NorthRock Partners
Minnesota
$32.2M -$2.23M -42,272 -7%
AI
103
Accredited Investors
Minnesota
$32.1M -$1.29M -24,576 -4%
CL
104
CPWM LLC
Washington
$31.7M -$1.93M -36,668 -6%
OWA
105
One Wealth Advisors
California
$31.7M +$1.32M +25,004 +4%
MCM
106
MV Capital Management
Maryland
$31.6M +$145K +2,756 +0.5%
FWM
107
FSA Wealth Management
Massachusetts
$31.6M +$1.6M +30,420 +6%
Principal Financial Group
108
Principal Financial Group
Iowa
$31.5M +$28M +530,908 +1,060%
FAM
109
Flaharty Asset Management
Florida
$31.5M -$2.21M -42,020 -7%
MBT
110
Montecito Bank & Trust
California
$31.2M -$995K -18,884 -3%
AWE
111
Avidian Wealth Enterprises
Texas
$31.2M +$6.94M +131,768 +30%
JIC
112
Johnson Investment Counsel
Ohio
$30.6M +$672K +12,752 +2%
SWMG
113
Sanchez Wealth Management Group
Florida
$30.6M +$432K +8,204 +1%
FCI
114
Financial Counselors Inc
Kansas
$30.4M -$1.01M -19,248 -3%
Rafferty Asset Management
115
Rafferty Asset Management
New York
$30.2M +$6.31M +119,696 +27%
LNC
116
Lincoln National Corp
Pennsylvania
$30.2M +$586K +11,124 +2%
RIS
117
Retirement Income Solutions
Michigan
$29.7M -$11.4M -215,932 -28%
BF
118
BOK Financial
Oklahoma
$29.7M -$391K -7,416 -1%
CG
119
Colony Group
Massachusetts
$29.3M -$1.1M -20,932 -4%
AIA
120
Alera Investment Advisors
Illinois
$28.9M +$1.39M +26,404 +5%
ANTB
121
AMG National Trust Bank
Colorado
$28.8M -$1.73M -32,804 -6%
UCFA
122
United Capital Financial Advisors
Texas
$28.8M -$1.31M -24,848 -4%
CPA
123
Capital Planning Advisors
California
$28.6M -$291K -5,524 -1%
DWM
124
Dakota Wealth Management
Florida
$28M -$956K -18,156 -3%
FHC
125
First Horizon Corporation
Tennessee
$27.8M +$27M +512,228 New

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.