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iShares Russell 1000 Growth ETF

1,522 hedge funds and large institutions have $53B invested in iShares Russell 1000 Growth ETF in 2021 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 489 increasing their positions, 559 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 56

4% more capital invested

Capital invested by funds: $51B → $53B (+$2.02B)

0.95% more ownership

Funds ownership: 296.34%297.29% (+0.95%)

0% more funds holding

Funds holding: 1,5171,522 (+5)

0% more funds holding in top 10

Funds holding in top 10: 172172 (0)

13% less repeat investments, than reductions

Existing positions increased: 489 | Existing positions reduced: 559

58% less call options, than puts

Call options by funds: $68.5M | Put options by funds: $165M

Holders
1,522
Holders Change
+5
Holders Change %
+0.33%
% of All Funds
26.65%
Holding in Top 10
172
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
3.01%
New
83
Increased
489
Reduced
559
Closed
56
Calls
$68.5M
Puts
$165M
Net Calls
-$96.5M
Net Calls Change
+$238M
Name Holding Trade Value Shares
Change
Change in
Stake
OCPWS
1301
One Charles Private Wealth Services
Massachusetts
$265K -$17K -240 -6%
BFC
1302
Blue Fin Capital
Rhode Island
$265K
CB
1303
CNB Bank
Pennsylvania
$263K
BP
1304
Broadleaf Partners
Ohio
$262K -$146K -2,060 -35%
RPGK
1305
Retirement Planning Group (Kansas)
Kansas
$262K
HHGA
1306
Halbert Hargrove Global Advisors
California
$262K +$283 +4 +0.1%
FBB
1307
Fulton Breakefield Broenniman
Maryland
$260K -$4.53K -64 -2%
PIMG
1308
Patriot Investment Management Group
Tennessee
$260K
KWA
1309
KCS Wealth Advisory
California
$258K -$11.6K -164 -4%
GSWM
1310
Golden State Wealth Management
California
$258K
MWM
1311
Marietta Wealth Management
Georgia
$258K
COF
1312
Capital One Financial
Virginia
$256K -$14.1K -200 -5%
BA
1313
Baugh & Associates
Georgia
$255K
S
1314
Surevest
California
$255K +$264K +3,728 New
ODIJL
1315
One Day In July LLC
Vermont
$254K +$262K +3,708 New
RHP
1316
Royal Harbor Partners
Texas
$253K -$849 -12 -0.3%
LC
1317
Lindbrook Capital
California
$252K -$160K -2,256 -38%
BFEC
1318
Benjamin F. Edwards & Company
Missouri
$252K
HWA
1319
Heartwood Wealth Advisors
Virginia
$252K
RHBC
1320
R.H. Bluestein & Co
Michigan
$252K
DTC
1321
Davidson Trust Company
Washington
$252K +$260K +3,672 New
RCM
1322
RB Capital Management
Nevada
$251K -$141K -2,000 -35%
LWM
1323
Lionsbridge Wealth Management
Florida
$251K
MM
1324
Main Management
California
$251K
ISL
1325
Ingalls & Snyder LLC
New York
$250K +$5.94K +84 +2%

IWF Hedge Fund Activity: Q3 2021 in Review

1,522 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2021, worth a combined $53B — up 4% from $51B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new IWF positions and 56 closed out — a net gain of 27 holders — while 489 added to existing stakes and 559 trimmed.

The largest buyer was Nuveen, adding an estimated $895M. The largest seller was Bank of America, cutting an estimated $332M.

  • 1,522 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2021, up from 1,517 in Q2 2021.
  • Funds reported $53B of iShares Russell 1000 Growth ETF stock for Q3 2021, up 4% quarter-over-quarter.
  • 83 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2021 and 56 closed out, a net change of +27 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2021 was Nuveen, an estimated $895M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2021 was Bank of America, an estimated $332M sold.

Based on aggregated 13F filings for Q3 2021.