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iShares Russell 1000 Growth ETF

1,522 hedge funds and large institutions have $53B invested in iShares Russell 1000 Growth ETF in 2021 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 489 increasing their positions, 559 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 56

4% more capital invested

Capital invested by funds: $51B → $53B (+$2.02B)

0.95% more ownership

Funds ownership: 296.34%297.29% (+0.95%)

0% more funds holding

Funds holding: 1,5171,522 (+5)

0% more funds holding in top 10

Funds holding in top 10: 172172 (0)

13% less repeat investments, than reductions

Existing positions increased: 489 | Existing positions reduced: 559

58% less call options, than puts

Call options by funds: $68.5M | Put options by funds: $165M

Holders
1,522
Holders Change
+5
Holders Change %
+0.33%
% of All Funds
26.65%
Holding in Top 10
172
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
3.01%
New
83
Increased
489
Reduced
559
Closed
56
Calls
$68.5M
Puts
$165M
Net Calls
-$96.5M
Net Calls Change
+$238M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
101
Alera Investment Advisors
Illinois
$46.8M +$3.5M +49,452 +8%
CFA
102
Carroll Financial Associates
North Carolina
$46.1M -$222K -3,132 -0.5%
AWP
103
Ascent Wealth Partners
New York
$45.9M +$274K +3,872 +0.6%
BPA
104
Beacon Pointe Advisors
California
$45.8M -$2.12M -29,928 -4%
EGA
105
E&G Advisors
Texas
$45.3M +$46.8M +661,532 New
IC
106
IEQ Capital
California
$43.9M +$1.32M +18,652 +3%
AAP
107
Arax Advisory Partners
Colorado
$43.8M +$4.15M +58,628 +10%
MAM
108
Marquette Asset Management
Minnesota
$43.6M -$1.63M -23,040 -3%
KAS
109
Kestra Advisory Services
Texas
$42M +$7.18M +101,512 +20%
CAL
110
Capital Advisors Ltd
Ohio
$40.9M -$48.4K -684 -0.1%
NW
111
NewEdge Wealth
Pennsylvania
$40.5M -$751K -10,612 -2%
UCFA
112
United Capital Financial Advisors
Texas
$40.5M +$2M +28,244 +5%
RA
113
Rodgers & Associates
Pennsylvania
$40.5M -$897K -12,684 -2%
GC
114
Gratus Capital
Georgia
$40M +$3.08M +43,604 +8%
FHA
115
First Horizon Advisors
Tennessee
$39.5M +$34.6M +489,564 +565%
Principal Financial Group
116
Principal Financial Group
Iowa
$39.5M +$1.23M +17,408 +3%
NFG
117
Nadler Financial Group
Illinois
$39.2M -$1.03M -14,560 -2%
BSSFA
118
Baron Silver Stevens Financial Advisors
Florida
$38.7M -$62.5K -884 -0.2%
LFWA
119
LBJ Family Wealth Advisors
Texas
$38.7M
AI
120
Accredited Investors
Minnesota
$37.5M -$136K -1,920 -0.3%
HCC
121
Hirtle Callaghan & Co
Pennsylvania
$37.3M +$60.8K +860 +0.2%
Deutsche Bank
122
Deutsche Bank
Germany
$37.2M +$1.93M +27,324 +5%
CG
123
Colony Group
Massachusetts
$37.1M -$641K -9,056 -2%
FAM
124
Flaharty Asset Management
Florida
$36.8M +$1.17M +16,584 +3%
ANTB
125
AMG National Trust Bank
Colorado
$35.5M -$353K -4,988 -1%

IWF Hedge Fund Activity: Q3 2021 in Review

1,522 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2021, worth a combined $53B — up 4% from $51B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new IWF positions and 56 closed out — a net gain of 27 holders — while 489 added to existing stakes and 559 trimmed.

The largest buyer was Nuveen, adding an estimated $895M. The largest seller was Bank of America, cutting an estimated $332M.

  • 1,522 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2021, up from 1,517 in Q2 2021.
  • Funds reported $53B of iShares Russell 1000 Growth ETF stock for Q3 2021, up 4% quarter-over-quarter.
  • 83 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2021 and 56 closed out, a net change of +27 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2021 was Nuveen, an estimated $895M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2021 was Bank of America, an estimated $332M sold.

Based on aggregated 13F filings for Q3 2021.