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iShares Russell 1000 Growth ETF

1,472 hedge funds and large institutions have $47.2B invested in iShares Russell 1000 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 386 increasing their positions, 689 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.57% more ownership

Funds ownership: 297.46%299.03% (+1.6%)

5% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 78

1% less funds holding

Funds holding: 1,4851,472 (-13)

2% less capital invested

Capital invested by funds: $48B → $47.2B (-$846M)

8% less funds holding in top 10

Funds holding in top 10: 181166 (-15)

44% less repeat investments, than reductions

Existing positions increased: 386 | Existing positions reduced: 689

67% less call options, than puts

Call options by funds: $85.6M | Put options by funds: $257M

Holders
1,472
Holders Change
-13
Holders Change %
-0.88%
% of All Funds
25.85%
Holding in Top 10
166
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-8.29%
% of All Funds
2.91%
New
82
Increased
386
Reduced
689
Closed
78
Calls
$85.6M
Puts
$257M
Net Calls
-$171M
Net Calls Change
-$60.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1401
Belmont Capital
California
$65K
FI
1402
FormulaFolio Investments
Michigan
$61K -$3.03M -49,832 -98%
BAM
1403
Barrett Asset Management
New York
$61K -$12.2K -200 -17%
CFN
1404
Cordasco Financial Network
Florida
$61K
CBT
1405
CoreFirst Bank & Trust
Kansas
$61K
JPLA
1406
Joseph P. Lucia & Associates
New York
$61K
HWA
1407
HHM Wealth Advisors
Tennessee
$59K +$59.2K +972 New
APWM
1408
Atlas Private Wealth Management
New York
$57K
SFC
1409
SYM Financial Corp
Indiana
$57K
AWM
1410
Atticus Wealth Management
Florida
$56K
AWM
1411
Accel Wealth Management
Iowa
$55K
FNBOSM
1412
First National Bank of South Miami
Florida
$54K
HDIM
1413
Hanson & Doremus Investment Management
Vermont
$54K
AW
1414
Avion Wealth
Texas
$53K -$17K -280 -24%
GWMIA
1415
Global Wealth Management Investment Advisory
Florida
$52K +$52.3K +860 New
SFP
1416
Sterling Financial Planning
New Jersey
$49K
RMC
1417
Resources Management Corp
Connecticut
$47K
RCM
1418
Regency Capital Management
Hawaii
$45K +$44.8K +736 New
MCM
1419
McKinley Capital Management
Alaska
$44K -$51.1K -840 -54%
SPWG
1420
Sage Private Wealth Group
Illinois
$44K
SIAP
1421
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$44K +$43.8K +720 New
CWAF
1422
Core Wealth Advisors (Florida)
Florida
$43K
CFO
1423
CVA Family Office
Colorado
$43K
DAM
1424
Delta Asset Management
Tennessee
$43K
BC
1425
Barnett & Company
Tennessee
$40K

IWF Hedge Fund Activity: Q1 2021 in Review

1,472 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2021, worth a combined $47.2B — down 1.8% from $48B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new IWF positions and 78 closed out — a net gain of 4 holders — while 386 added to existing stakes and 689 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $114M. The largest seller was Bank of America, cutting an estimated $558M.

  • 1,472 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2021, down from 1,485 in Q4 2020.
  • Funds reported $47.2B of iShares Russell 1000 Growth ETF stock for Q1 2021, down 1.8% quarter-over-quarter.
  • 82 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2021 and 78 closed out, a net change of +4 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2021 was Brinker Capital Investments, an estimated $114M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2021 was Bank of America, an estimated $558M sold.

Based on aggregated 13F filings for Q1 2021.