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iShares Russell 1000 Growth ETF

1,472 hedge funds and large institutions have $47.2B invested in iShares Russell 1000 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 386 increasing their positions, 689 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.57% more ownership

Funds ownership: 297.46%299.03% (+1.6%)

5% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 78

1% less funds holding

Funds holding: 1,4851,472 (-13)

2% less capital invested

Capital invested by funds: $48B → $47.2B (-$846M)

8% less funds holding in top 10

Funds holding in top 10: 181166 (-15)

44% less repeat investments, than reductions

Existing positions increased: 386 | Existing positions reduced: 689

67% less call options, than puts

Call options by funds: $85.6M | Put options by funds: $257M

Holders
1,472
Holders Change
-13
Holders Change %
-0.88%
% of All Funds
25.85%
Holding in Top 10
166
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-8.29%
% of All Funds
2.91%
New
82
Increased
386
Reduced
689
Closed
78
Calls
$85.6M
Puts
$257M
Net Calls
-$171M
Net Calls Change
-$60.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
1301
Baugh & Associates
Georgia
$227K
RPGK
1302
Retirement Planning Group (Kansas)
Kansas
$226K
D
1303
Diversified
Delaware
$225K -$424K -6,964 -66%
FA
1304
FMA Advisory
Pennsylvania
$225K
RHP
1305
Royal Harbor Partners
Texas
$225K
HWA
1306
Heartwood Wealth Advisors
Virginia
$224K
RHBC
1307
R.H. Bluestein & Co
Michigan
$224K
OWM
1308
OneAscent Wealth Management
Alabama
$223K -$172K -2,832 -44%
ACM
1309
Azimuth Capital Management
Michigan
$223K +$730 +12 +0.3%
LWM
1310
Lionsbridge Wealth Management
Florida
$222K
MM
1311
Main Management
California
$222K
FMTC
1312
Farmers & Merchants Trust Company
California
$221K -$117K -1,920 -35%
IAS
1313
IMA Advisory Services
Colorado
$221K
FPCP
1314
Fort Point Capital Partners
California
$220K -$35.3K -580 -14%
BFEC
1315
Benjamin F. Edwards & Company
Missouri
$220K
LFG
1316
Larson Financial Group
Missouri
$220K +$243 +4 +0.1%
HWMA
1317
Heritage Wealth Management (Arizona)
Arizona
$220K +$220K +3,616 New
ACM
1318
Atlanta Capital Management
Georgia
$219K -$23.9K -392 -10%
JCM
1319
Janney Capital Management
Pennsylvania
$218K +$3.17K +52 +1%
PCA
1320
Providence Capital Advisors
North Carolina
$218K +$97.9K +1,608 +81%
ISB
1321
Iowa State Bank
Iowa
$217K
FMC
1322
First Merchants Corp
Indiana
$216K +$217K +3,560 New
CA
1323
CapWealth Advisors
Tennessee
$215K -$4.87K -80 -2%
BOM
1324
Bank of Marin
California
$215K
PI
1325
Pachira Investments
California
$215K

IWF Hedge Fund Activity: Q1 2021 in Review

1,472 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2021, worth a combined $47.2B — down 1.8% from $48B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new IWF positions and 78 closed out — a net gain of 4 holders — while 386 added to existing stakes and 689 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $114M. The largest seller was Bank of America, cutting an estimated $558M.

  • 1,472 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2021, down from 1,485 in Q4 2020.
  • Funds reported $47.2B of iShares Russell 1000 Growth ETF stock for Q1 2021, down 1.8% quarter-over-quarter.
  • 82 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2021 and 78 closed out, a net change of +4 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2021 was Brinker Capital Investments, an estimated $114M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2021 was Bank of America, an estimated $558M sold.

Based on aggregated 13F filings for Q1 2021.