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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
PAG
1226
Pinnacle Advisory Group
Maryland
$311K -$30.5K -536 -9%
LC
1227
LCNB Corp
Ohio
$310K
AFA
1228
Atlanta Financial Associates
Georgia
$310K +$292K +5,136 New
LIA
1229
LBMC Investment Advisors
Tennessee
$308K
TCB
1230
Texas Capital Bancshares
Texas
$308K
BFO
1231
Boston Family Office
Massachusetts
$307K
LWMT
1232
Legacy Wealth Management (Tennessee)
Tennessee
$307K
CTB
1233
Country Trust Bank
Illinois
$306K +$16.4K +288 +6%
RMC
1234
Regis Management Company
California
$305K
ZIC
1235
ZWJ Investment Counsel
Georgia
$305K +$288K +5,064 New
SHWM
1236
Silicon Hills Wealth Management
Texas
$304K
KPW
1237
Kore Private Wealth
New York
$301K
ACI
1238
Alpha Cubed Investments
California
$298K -$1.82K -32 -0.6%
FC
1239
FCA Corp
Texas
$298K
ISL
1240
Ingalls & Snyder LLC
New York
$297K
PWM
1241
Praetorian Wealth Management
California
$296K
AWAP
1242
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$296K +$279K +4,904 New
CCFCSB
1243
Cape Cod Five Cents Savings Bank
Massachusetts
$295K -$11.6K -204 -4%
HL
1244
HeadInvest LLC
Maine
$295K -$4.55K -80 -2%
SCM
1245
Stordahl Capital Management
Colorado
$295K
PCMK
1246
Paragon Capital Management (Kansas)
Kansas
$294K -$21.6K -380 -7%
W
1247
Wealthquest
Ohio
$293K
BWFA
1248
Baltimore-Washington Financial Advisors
Maryland
$292K
MCA
1249
Morris Capital Advisors
Pennsylvania
$292K
MAM
1250
Mastrapasqua Asset Management
Tennessee
$291K

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.