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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
TA
101
TruWealth Advisors
Louisiana
$35.1M +$33.2M +583,056 New
AI
102
Accredited Investors
Minnesota
$35M -$654K -11,484 -2%
BSSFA
103
Baron Silver Stevens Financial Advisors
Florida
$34.9M +$33M +579,628 New
OWA
104
One Wealth Advisors
California
$34.8M -$386K -6,780 -1%
RA
105
Rodgers & Associates
Pennsylvania
$34.7M +$32.8M +575,592 New
CL
106
CPWM LLC
Washington
$34.6M -$586K -10,292 -2%
JIC
107
Johnson Investment Counsel
Ohio
$34.2M +$181K +3,176 +0.6%
MBT
108
Montecito Bank & Trust
California
$33.5M -$1.11M -19,448 -3%
CG
109
Colony Group
Massachusetts
$33.4M +$766K +13,452 +2%
AIA
110
Alera Investment Advisors
Illinois
$33.3M +$1.14M +19,968 +4%
CA
111
Calton & Associates
Florida
$33.2M -$9.83M -172,692 -24%
UCFA
112
United Capital Financial Advisors
Texas
$33.2M +$1.14M +20,004 +4%
ANTB
113
AMG National Trust Bank
Colorado
$33.1M +$1.01M +17,772 +3%
FCI
114
Financial Counselors Inc
Kansas
$32.8M -$969K -17,016 -3%
LNC
115
Lincoln National Corp
Pennsylvania
$32.7M -$798K -14,028 -3%
AWE
116
Avidian Wealth Enterprises
Texas
$32.2M -$2.38M -41,752 -7%
HCC
117
Hirtle Callaghan & Co
Pennsylvania
$32M -$29.6M -520,036 -50%
FAM
118
Flaharty Asset Management
Florida
$31.9M -$2.93M -51,448 -9%
BF
119
BOK Financial
Oklahoma
$31.8M -$1.1M -19,392 -4%
Jane Street
120
Jane Street
New York
$31.4M +$29.3M +513,988 +6,935%
NP
121
NorthRock Partners
Minnesota
$31.2M -$4.3M -75,604 -13%
RIS
122
Retirement Income Solutions
Michigan
$31.1M -$1.83M -32,068 -6%
CPA
123
Capital Planning Advisors
California
$30.3M -$1.4M -24,568 -5%
HFS
124
Hantz Financial Services
Michigan
$30.2M -$189K -3,328 -0.7%
SB
125
Simmons Bank
Arkansas
$30.2M -$548K -9,632 -2%

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.