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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
WWM
1251
WJ Wealth Management
Arizona
$291K +$228 +4 +0.1%
ACM
1252
Advisors Capital Management
New Jersey
$290K -$6.6K -116 -2%
CFO
1253
Collective Family Office
Pennsylvania
$286K +$270K +4,744 New
BHA
1254
Beech Hill Advisors
New York
$284K
FMW
1255
Farr Miller & Washington
District of Columbia
$283K
AAM
1256
Aureus Asset Management
Massachusetts
$282K -$20.3K -356 -7%
DWP
1257
Destiny Wealth Partners
Florida
$282K +$267K +4,684 New
AIP
1258
ARS Investment Partners
New York
$281K
AFM
1259
Abbot Financial Management
Massachusetts
$279K -$1.14K -20 -0.4%
MPWT
1260
MassMutual Private Wealth & Trust
Connecticut
$279K +$22.5K +396 +9%
OA
1261
Oxbow Advisors
Texas
$277K
RIA
1262
Realta Investment Advisors
Delaware
$275K -$22.8K -400 -8%
FPB
1263
First PREMIER Bank
South Dakota
$275K
JSAM
1264
J. Safra Asset Management
New York
$274K +$259K +4,548 New
NB
1265
NBT Bank
New York
$273K
CM
1266
Cornerstone Management
Georgia
$273K -$228 -4 -0.1%
GLLW
1267
Graves Light Lenhart Wealth
Virginia
$272K
IA
1268
IFG Advisors
Missouri
$270K +$37.1K +652 +17%
GBBWRPM
1269
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$269K +$254K +4,464 New
PWP
1270
Principle Wealth Partners
Connecticut
$268K
CWM
1271
Campbell Wealth Management
Virginia
$265K
CWM
1272
Cedar Wealth Management
California
$264K
OSNBOA
1273
Old Second National Bank of Aurora
Illinois
$260K
RGC
1274
Roberts, Glore & Co
Illinois
$259K
EFL
1275
ERn Financial LLC
Wisconsin
$257K

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.