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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
RWP
1351
Reliant Wealth Planning
Kentucky
-$258K -5,388 Closed
OCPWS
1352
One Charles Private Wealth Services
Massachusetts
-$241K -4,592 Closed
TPW
1353
Tiller Private Wealth
Pennsylvania
-$220K -4,592 Closed
BBA
1354
BLB&B Advisors
Pennsylvania
-$215K -4,476 Closed
Westfield Capital Management
1355
Westfield Capital Management
Massachusetts
-$214K -4,468 Closed
IFG
1356
Independent Financial Group
California
-$203K -4,224 Closed
BFIM
1357
Beese Fulmer Investment Management
Ohio
-$186K -3,872 Closed
SIM
1358
Sonora Investment Management
Arizona
-$162K -3,380 Closed
AWM
1359
Apollon Wealth Management
South Carolina
-$121K -2,520 Closed
ClearBridge Investments
1360
ClearBridge Investments
New York
-$94K -1,968 Closed
BSAM
1361
Blue Square Asset Management
New York
-$91K -1,900 Closed
JPLA
1362
Joseph P. Lucia & Associates
New York
-$60K -1,256 Closed
1W
1363
1776 Wealth
Georgia
-$54K -1,140 Closed
WR
1364
Watson Rebecca
-$34K -716 Closed
FWM
1365
Filbrandt Wealth Management
Wisconsin
-$32K -660 Closed
CA
1366
Centerpoint Advisors
Massachusetts
-$19K -404 Closed
TC
1367
Truvestments Capital
Florida
-$19K -400 Closed
BBA
1368
Braun-Bostich & Associates
Pennsylvania
-$4K -76 Closed
AF
1369
Arrow Financial
New York
-$3K -56 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.