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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
CBT
1301
Central Bank & Trust
Kentucky
$16K
HIM
1302
HawsGoodwin Investment Management
Tennessee
$16K
NL
1303
NVWM LLC
Pennsylvania
$16K +$16K +304 New
MWC
1304
MBM Wealth Consultants
Missouri
$14K
HWM
1305
HighMark Wealth Management
Minnesota
$12K
TFA
1306
Transamerica Financial Advisors
Florida
$11K -$789K -14,984 -99%
HFS
1307
HBC Financial Services
Washington
$11K +$10.1K +192 New
CAM
1308
Costello Asset Management
Pennsylvania
$10K
RG
1309
Retirement Group
California
$10K +$8.43K +160 +500%
AWM
1310
AllSquare Wealth Management
New York
$9K
TFA
1311
Toth Financial Advisory
Virginia
$8K
YAL
1312
Your Advocates Ltd
Texas
$8K
SL
1313
Savior LLC
Massachusetts
$6K
KFS
1314
Kelly Financial Services
Massachusetts
$4.77K
LAS
1315
Lloyd Advisory Services
Georgia
$3K -$1.71M -32,400 -100%
LWA
1316
Lowe Wealth Advisors
Maryland
$3K
SXL
1317
Summit X LLC
Missouri
$2.17K +$123K +2,340 +17%
Millennium Management
1318
Millennium Management
New York
$1.22K -$4.59M -87,072 -79%
Koshinski Asset Management
1319
Koshinski Asset Management
Illinois
$1.07K -$264K -5,008 -21%
PFA
1320
Professional Financial Advisors
Nebraska
$1K +$632 +12 New
CPA
1321
Clear Perspective Advisors
Illinois
$524 -$49.7K -944 -8%
FCA
1322
FinTrust Capital Advisors
South Carolina
$295
UWM
1323
USAdvisors Wealth Management
Minnesota
$253 -$19.2K -364 -7%
WIM
1324
Westside Investment Management
California
$1
TC
1325
Trilogy Capital
California
-$17.7M -344,348 Closed

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.