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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
CWM
1276
Cranbrook Wealth Management
Michigan
$46K
RMC
1277
Resources Management Corp
Connecticut
$42K
CWAF
1278
Core Wealth Advisors (Florida)
Florida
$39K
CFO
1279
CVA Family Office
Colorado
$38K
DAM
1280
Delta Asset Management
Tennessee
$38K
JSC
1281
Jackson Square Capital
California
$38K
BC
1282
Barnett & Company
Tennessee
$36K +$34.8K +660 New
EWM
1283
Edge Wealth Management
New York
$33K -$185K -3,516 -85%
LWA
1284
Lenox Wealth Advisors
New York
$33K -$18.3K -348 -36%
ETI
1285
Enterprise Trust & Investment
California
$33K
HFA
1286
HC Financial Advisors
California
$33K
RIA
1287
RPG Investment Advisory
California
$33K
IFAM
1288
Institutional & Family Asset Management
Colorado
$32K
TF
1289
TimeScale Financial
Massachusetts
$30K +$211 +4 +0.7%
FMTCOCP
1290
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$29K
VRM
1291
Vectors Research Management
New York
$27K
IRAG
1292
Investment Research & Advisory Group
Georgia
$25K
PI
1293
PineBridge Investments
New York
$24K +$8.85K +168 +61%
PS
1294
Planned Solutions
California
$24K +$23.6K +448 New
MF
1295
Manchester Financial
California
$22K
AA
1296
Advisory Alpha
Michigan
$22K +$21.1K +400 New
MLFP
1297
MPS Loria Financial Planners
Illinois
$20K
JWM
1298
Jeppson Wealth Management
California
$20K +$19K +360 New
LDFR
1299
Lehman & Derafelo Financial Resources
Pennsylvania
$18K
LGWM
1300
Litman Gregory Wealth Management
California
$17K -$3.16K -60 -16%

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.