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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
BAM
1401
Barrett Asset Management
New York
$72K – – –
GI
1402
Gradient Investments
Minnesota
$71K – – –
CWM
1403
Curi Wealth Management
North Carolina
$71K +$67.4K +1,184 New
HPC
1404
HM Payson & Co
Maine
$70K – – –
AW
1405
Avion Wealth
Texas
$69K – – –
CFD
1406
Creative Financial Designs
Indiana
$69K +$4.1K +72 +7%
APC
1407
Asset Planning Corporation
Tennessee
$68K +$64.7K +1,136 New
JGIA
1408
Jackson Grant Investment Advisers
Connecticut
$67K -$455 -8 -0.7%
DWMG
1409
DB Wealth Management Group
California
$65K +$61.5K +1,080 New
BC
1410
Belmont Capital
California
$64K – – –
CFN
1411
Cordasco Financial Network
Florida
$61K – – –
CBT
1412
CoreFirst Bank & Trust
Kansas
$60K +$56.9K +1,000 New
JPLA
1413
Joseph P. Lucia & Associates
New York
$60K +$56.9K +1,000 New
CI
1414
Cordant Inc
Oregon
$59K – – –
GIP
1415
Granite Investment Partners
California
$59K – – –
LIA
1416
Luken Investment Analytics
Tennessee
$58K +$54.4K +956 New
APWM
1417
Atlas Private Wealth Management
New York
$57K – – –
AWM
1418
Atticus Wealth Management
Florida
$56K – – –
SFC
1419
SYM Financial Corp
Indiana
$56K – – –
AWM
1420
Accel Wealth Management
Iowa
$55K +$51.7K +908 New
HDIM
1421
Hanson & Doremus Investment Management
Vermont
$54K +$50.8K +892 New
FNBOSM
1422
First National Bank of South Miami
Florida
$53K – – –
CWM
1423
Cranbrook Wealth Management
Michigan
$51K – – –
UOTTAIMCU
1424
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$51K +$47.8K +840 New
FWM
1425
ForthRight Wealth Management
Georgia
$49K +$46.2K +812 New
55 56
57
58 59

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.