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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
SFP
1426
Sterling Financial Planning
New Jersey
$48K +$45.5K +800 New
RMC
1427
Resources Management Corp
Connecticut
$46K
SPWG
1428
Sage Private Wealth Group
Illinois
$44K +$41.4K +728 New
CWAF
1429
Core Wealth Advisors (Florida)
Florida
$43K
CFO
1430
CVA Family Office
Colorado
$42K
DAM
1431
Delta Asset Management
Tennessee
$42K
BC
1432
Barnett & Company
Tennessee
$39K
LWA
1433
Lenox Wealth Advisors
New York
$37K
EWM
1434
Edge Wealth Management
New York
$36K
ETI
1435
Enterprise Trust & Investment
California
$36K
RIA
1436
RPG Investment Advisory
California
$36K
IFAM
1437
Institutional & Family Asset Management
Colorado
$35K
CL
1438
COWA LLC
Oklahoma
$34K +$31.9K +560 New
FMTCOCP
1439
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$33K
TF
1440
TimeScale Financial
Massachusetts
$33K
MCM
1441
McMillion Capital Management
North Carolina
$33K +$30.7K +540 New
PS
1442
Planned Solutions
California
$27K
AFS
1443
Annapolis Financial Services
Maryland
$25K +$23.4K +412 New
VRM
1444
Vectors Research Management
New York
$24K -$5.69K -100 -20%
PI
1445
PineBridge Investments
New York
$24K -$2.96K -52 -12%
MF
1446
Manchester Financial
California
$24K
MIM
1447
Merrion Investment Management
New Jersey
$24K +$22.8K +400 New
ARIS
1448
Advanced Research Investment Solutions
California
$23K +$21.6K +380 New
TCWA
1449
Ten Capital Wealth Advisors
Washington
$23K +$21.9K +384 New
MLFP
1450
MPS Loria Financial Planners
Illinois
$22K

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.