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iShares Russell 1000 Growth ETF

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: 1,3201,485 (+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: 181181 (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
Name Holding Trade Value Shares
Change
Change in
Stake
FCFS
1376
First Command Financial Services
Texas
$135K -$268K -4,700 -68%
FWM
1377
Focused Wealth Management
New York
$134K +$228 +4 +0.2%
BWP
1378
Baldwin Wealth Partners
Massachusetts
$128K
LWANC
1379
Laurel Wealth Advisors (North Carolina)
North Carolina
$127K
WWMSC
1380
Wagner Wealth Management (South Carolina)
South Carolina
$122K +$115K +2,016 New
PCA
1381
Providence Capital Advisors
North Carolina
$120K -$19.6K -344 -15%
HCM
1382
Horrell Capital Management
Arkansas
$109K
IA
1383
Inspire Advisors
Idaho
$109K +$103K +1,812 New
SGAM
1384
Smith Group Asset Management
Texas
$106K +$100K +1,760 New
HI
1385
Hudock Inc
Pennsylvania
$102K -$22.1K -388 -19%
NSB
1386
Norway Savings Bank
Maine
$101K
ACA
1387
Aptus Capital Advisors
Alabama
$99K -$38.2K -672 -29%
SFA
1388
Stewardship Financial Advisors
Georgia
$96K -$30.1K -528 -25%
PCTC
1389
Perkins Coie Trust Company
Washington
$96K
MCM
1390
McKinley Capital Management
Alaska
$94K +$88.8K +1,560 New
SIAG
1391
Safeguard Investment Advisory Group
California
$92K +$87.7K +1,540 New
GSAM
1392
Grant Street Asset Management
Pennsylvania
$89K +$84K +1,476 New
TCOV
1393
Trust Company of Vermont
Vermont
$86K -$6.15K -108 -7%
SA
1394
SRH Advisors
Kansas
$86K
AF
1395
Affiance Financial
Minnesota
$84K -$53.3K -936 -40%
CWA
1396
Clearview Wealth Advisors
Oregon
$84K +$79.7K +1,400 New
RDFA
1397
Ritter Daniher Financial Advisory
Ohio
$82K +$77.6K +1,364 New
MIM
1398
Macroview Investment Management
Maryland
$80K
SFG
1399
Sowa Financial Group
Rhode Island
$79K +$8.88K +156 +13%
ST
1400
Sageworth Trust
Pennsylvania
$75K

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.