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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
MM
1326
Main Management
California
$221K – – –
IG
1327
Ithaka Group
Virginia
$220K +$208K +3,648 New
LWM
1328
Lionsbridge Wealth Management
Florida
$220K +$209K +3,664 New
IAS
1329
IMA Advisory Services
Colorado
$219K – – –
BFEC
1330
Benjamin F. Edwards & Company
Missouri
$218K -$11.2K -196 -5%
LFG
1331
Larson Financial Group
Missouri
$218K -$1.14K -20 -0.6%
CA
1332
CapWealth Advisors
Tennessee
$218K +$206K +3,612 New
CHJWM
1333
Carlton Hofferkamp & Jenks Wealth Management
Texas
$217K – – –
ISB
1334
Iowa State Bank
Iowa
$215K +$203K +3,572 New
PI
1335
Pachira Investments
California
$214K +$202K +3,544 New
CIAS
1336
CFS Investment Advisory Services
New Jersey
$214K +$202K +3,556 New
BOM
1337
Bank of Marin
California
$213K +$201K +3,536 New
EWM
1338
Executive Wealth Management
Michigan
$213K +$201K +3,536 New
JCM
1339
Janney Capital Management
Pennsylvania
$213K +$201K +3,536 New
WG
1340
Watchman Group
Texas
$212K -$221K -3,880 -52%
GG
1341
Greenwood Gearhart
Arkansas
$211K +$200K +3,508 New
WP
1342
WealthSource Partners
California
$210K -$36.7K -644 -16%
JAG
1343
Journey Advisory Group
Kentucky
$209K +$197K +3,468 New
HHGA
1344
Halbert Hargrove Global Advisors
California
$207K +$195K +3,432 New
FFA
1345
Fragasso Financial Advisors
Pennsylvania
$206K +$195K +3,424 New
FPCG
1346
Fort Pitt Capital Group
Pennsylvania
$205K -$79.9K -1,404 -29%
DTC
1347
Davidson Trust Company
Washington
$205K +$194K +3,408 New
IFG
1348
Independent Financial Group
California
$204K +$193K +3,392 New
FNBOO
1349
First National Bank of Omaha
Nebraska
$202K +$191K +3,352 New
MFG
1350
Merit Financial Group
Georgia
$201K +$189K +3,328 New
52 53
54
55 56

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.