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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
CC
1351
Cannell & Co
New York
$200K +$189K +3,320 New
PWLP
1352
Prio Wealth Limited Partnership
Massachusetts
$200K +$189K +3,320 New
NOI
1353
Newton One Investments
Delaware
$199K +$188K +3,296 New
POIA
1354
Pin Oak Investment Advisors
Texas
$196K – – –
CHA
1355
Carmichael Hill & Associates
Maryland
$195K -$1.82K -32 -1%
FPFS
1356
First Personal Financial Services
North Carolina
$184K – – –
LWM
1357
Liberty Wealth Management
California
$184K – – –
KPCM
1358
Kings Point Capital Management
New York
$180K – – –
CFFP
1359
Center for Financial Planning
Michigan
$176K +$22.8K +400 +16%
TCM
1360
TD Capital Management
Tennessee
$173K – – –
CICI
1361
Capital Investment Counsel Inc
North Carolina
$169K -$59.2K -1,040 -27%
CWP
1362
Concord Wealth Partners
Virginia
$169K +$159K +2,800 New
FFW
1363
Fusion Family Wealth
New York
$168K -$45.5K -800 -22%
COCM
1364
Charter Oak Capital Management
New Hampshire
$168K +$158K +2,780 New
TCM
1365
Tradewinds Capital Management
Washington
$165K – – –
TPWA
1366
TRUE Private Wealth Advisors
Oregon
$164K -$8.42K -148 -5%
LS
1367
Leelyn Smith
Illinois
$163K +$6.38K +112 +4%
TLFA
1368
True Link Financial Advisors
California
$162K +$153K +2,688 New
RFA
1369
Reilly Financial Advisors
California
$161K – – –
AP
1370
Atwood & Palmer
Missouri
$149K +$140K +2,468 New
AIM
1371
Arcadia Investment Management
Michigan
$147K -$228K -4,000 -62%
CPWM
1372
Cypress Point Wealth Management
Texas
$145K +$137K +2,400 New
TC
1373
Trust Company
Kansas
$144K +$911 +16 +0.7%
IRC
1374
Investors Research Corp
Georgia
$136K – – –
FCB
1375
First Command Bank
Texas
$135K -$268K -4,700 -68%
53 54
55
56 57

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.