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iShares Russell 1000 Growth ETF
IWF

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: 1,320 → 1,485 (+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: 181 → 181 (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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$183M
2
Bank of America
Bank of America
North Carolina
+$126M
3
BlackRock
BlackRock
New York
+$61.3M
4
AssetMark Inc
AssetMark Inc
California
+$58.7M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$54.9M

Top Sellers

Rank Fund Capital Flow
1
B
Barings
North Carolina
-$226M
2
N
Nuveen
North Carolina
-$114M
3
BCI
Brinker Capital Investments
Pennsylvania
-$93.6M
4
Goldman Sachs
Goldman Sachs
New York
-$70.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$70M
Name Holding Trade Value Shares
Change 		Change in
Stake
APC
1301
Aspire Private Capital
North Carolina
$239K – – –
SAM
1302
Sequent Asset Management
Texas
$239K – – –
NC
1303
NovaPoint Capital
Georgia
$239K +$455 +8 +0.2%
CAM
1304
Columbia Asset Management
Michigan
$239K +$7.97K +140 +4%
KA
1305
Kovack Advisors
Florida
$237K -$7.06K -124 -3%
COF
1306
Capital One Financial
Virginia
$237K – – –
SEIA
1307
Signature Estate & Investment Advisors
California
$237K +$224K +3,928 New
MIA
1308
MainStreet Investment Advisors
Illinois
$236K +$223K +3,916 New
KWA
1309
KCS Wealth Advisory
California
$235K -$38.2K -672 -15%
BFG
1310
Barber Financial Group
Kansas
$234K +$221K +3,884 New
GSWM
1311
Golden State Wealth Management
California
$233K +$5.92K +104 +3%
BFIM
1312
Beese Fulmer Investment Management
Ohio
$233K +$220K +3,872 New
FBB
1313
Fulton Breakefield Broenniman
Maryland
$232K – – –
PAM
1314
Private Asset Management
California
$229K – – –
CA
1315
CGN Advisors
Kansas
$227K +$214K +3,756 New
BA
1316
Baugh & Associates
Georgia
$225K – – –
FA
1317
FMA Advisory
Pennsylvania
$224K – – –
RPGK
1318
Retirement Planning Group (Kansas)
Kansas
$224K – – –
UAS
1319
United Asset Strategies
New York
$223K -$521K -9,156 -71%
RHP
1320
Royal Harbor Partners
Texas
$223K – – –
HWA
1321
Heartwood Wealth Advisors
Virginia
$222K +$209K +3,680 New
RHBC
1322
R.H. Bluestein & Co
Michigan
$222K +$209K +3,680 New
LFA
1323
Lighthouse Financial Advisors
Maryland
$222K +$210K +3,692 New
ACM
1324
Azimuth Capital Management
Michigan
$221K -$17.1K -300 -8%
AIA
1325
Armor Investment Advisors
North Carolina
$221K – – –
51 52
53
54 55

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.