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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
FPFS
1226
First Personal Financial Services
North Carolina
$166K
LWM
1227
Liberty Wealth Management
California
$164K
KPCM
1228
Kings Point Capital Management
New York
$162K +$31.6K +600 +25%
TCM
1229
TD Capital Management
Tennessee
$156K
TPWA
1230
TRUE Private Wealth Advisors
Oregon
$156K
Parallax Volatility Advisers
1231
Parallax Volatility Advisers
California
$149K +$145K +2,748 New
TCM
1232
Tradewinds Capital Management
Washington
$148K
RFA
1233
Reilly Financial Advisors
California
$145K -$28.4K -540 -17%
CPW
1234
Catalyst Private Wealth
California
$144K +$140K +2,648 New
LS
1235
Leelyn Smith
Illinois
$141K +$211 +4 +0.2%
CFFP
1236
Center for Financial Planning
Michigan
$137K
TC
1237
Trust Company
Kansas
$128K
AssetMark Inc
1238
AssetMark Inc
California
$126K -$124M -2,352,160 -100%
ACA
1239
Aptus Capital Advisors
Alabama
$126K -$245K -4,652 -67%
AF
1240
Affiance Financial
Minnesota
$126K
PCA
1241
Providence Capital Advisors
North Carolina
$126K
CI
1242
CX Institutional
Indiana
$124K
IRC
1243
Investors Research Corp
Georgia
$123K
FWM
1244
Focused Wealth Management
New York
$120K -$12.2K -232 -9%
DCP
1245
DSM Capital Partners
Florida
$117K -$850K -16,132 -88%
SFA
1246
Stewardship Financial Advisors
Georgia
$115K -$8.43K -160 -7%
BWP
1247
Baldwin Wealth Partners
Massachusetts
$115K
LWANC
1248
Laurel Wealth Advisors (North Carolina)
North Carolina
$114K
HI
1249
Hudock Inc
Pennsylvania
$112K +$211 +4 +0.2%
HCM
1250
Horrell Capital Management
Arkansas
$98K

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.