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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
MWM
1426
Mascoma Wealth Management
New Hampshire
$39K +$39K +640 New
LWA
1427
Lenox Wealth Advisors
New York
$37K
EWM
1428
Edge Wealth Management
New York
$36K
ETI
1429
Enterprise Trust & Investment
California
$36K
LTI
1430
Laffer Tengler Investments
Tennessee
$35.5K +$35.5K +584 New
FMTCOCP
1431
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$33K
TF
1432
TimeScale Financial
Massachusetts
$33K
CL
1433
COWA LLC
Oklahoma
$32K +$39K +640 +114%
AssetMark Inc
1434
AssetMark Inc
California
$28K -$62.9M -1,033,552 -100%
BMD
1435
Better Money Decisions
New Mexico
$28K +$28.2K +464 New
AFS
1436
Annapolis Financial Services
Maryland
$25K
MF
1437
Manchester Financial
California
$24K
VRM
1438
Vectors Research Management
New York
$24K
ARIS
1439
Advanced Research Investment Solutions
California
$23K
FWM
1440
Filbrandt Wealth Management
Wisconsin
$23K +$23.4K +384 New
LAS
1441
Lloyd Advisory Services
Georgia
$22K +$20.4K +336 +1,050%
LDFR
1442
Lehman & Derafelo Financial Resources
Pennsylvania
$21K
EW
1443
Element Wealth
Mississippi
$20K -$1.92M -31,604 -99%
TCWA
1444
Ten Capital Wealth Advisors
Washington
$20K -$3.17K -52 -14%
MLFP
1445
MPS Loria Financial Planners
Illinois
$20K -$1.95K -32 -9%
LGWM
1446
Litman Gregory Wealth Management
California
$19K
CBT
1447
Central Bank & Trust
Kentucky
$18K
MWC
1448
MBM Wealth Consultants
Missouri
$16K
OCM
1449
Orion Capital Management
California
$16K
HI
1450
Human Investing
Oregon
$15K

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.