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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
RA
101
Rodgers & Associates
Pennsylvania
$36.6M +$1.64M +26,892 +5%
CAL
102
Capital Advisors Ltd
Ohio
$36.3M +$183K +3,012 +0.5%
AIA
103
Alera Investment Advisors
Illinois
$36.3M +$2.66M +43,720 +8%
NFG
104
Nadler Financial Group
Illinois
$36.2M -$400K -6,568 -1%
NW
105
NewEdge Wealth
Pennsylvania
$35.4M +$15.7M +258,736 +80%
AllianceBernstein
106
AllianceBernstein
Tennessee
$35.1M +$19.8M +325,812 +130%
LFWA
107
LBJ Family Wealth Advisors
Texas
$34.9M -$2.09M -34,320 -6%
American Century Companies
108
American Century Companies
Missouri
$34.4M +$25.1M +411,724 +265%
JIC
109
Johnson Investment Counsel
Ohio
$34M -$449K -7,384 -1%
CG
110
Colony Group
Massachusetts
$34M +$344K +5,648 +1%
UCFA
111
United Capital Financial Advisors
Texas
$33.8M +$349K +5,728 +1%
Principal Financial Group
112
Principal Financial Group
Iowa
$33.7M -$8.59M -141,064 -20%
LNC
113
Lincoln National Corp
Pennsylvania
$33.5M +$496K +8,152 +2%
AI
114
Accredited Investors
Minnesota
$33.5M -$1.82M -29,912 -5%
HCC
115
Hirtle Callaghan & Co
Pennsylvania
$33.2M +$999K +16,412 +3%
TA
116
TruWealth Advisors
Louisiana
$33.2M -$2.25M -37,040 -6%
OWA
117
One Wealth Advisors
California
$33.1M -$1.92M -31,608 -5%
AWE
118
Avidian Wealth Enterprises
Texas
$33M +$608K +9,984 +2%
FCI
119
Financial Counselors Inc
Kansas
$32.6M -$481K -7,896 -1%
ANTB
120
AMG National Trust Bank
Colorado
$32.5M -$777K -12,772 -2%
CL
121
CPWM LLC
Washington
$32.1M -$2.78M -45,596 -8%
BF
122
BOK Financial
Oklahoma
$31.6M -$518K -8,516 -2%
FAM
123
Flaharty Asset Management
Florida
$31.5M -$641K -10,536 -2%
NP
124
NorthRock Partners
Minnesota
$30.8M -$710K -11,664 -2%
HFS
125
Hantz Financial Services
Michigan
$30.7M +$232K +3,812 +0.8%

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.