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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
LDFR
1451
Lehman & Derafelo Financial Resources
Pennsylvania
$20K
William Blair Investment Management
1452
William Blair Investment Management
Illinois
$20K +$18.9K +332 New
LWP
1453
Lumature Wealth Partners
Georgia
$20K +$19.1K +336 New
LGWM
1454
Litman Gregory Wealth Management
California
$19K
CBT
1455
Central Bank & Trust
Kentucky
$18K
HIM
1456
HawsGoodwin Investment Management
Tennessee
$18K
NL
1457
NVWM LLC
Pennsylvania
$18K
MWC
1458
MBM Wealth Consultants
Missouri
$16K
OCM
1459
Orion Capital Management
California
$16K +$14.8K +260 New
HI
1460
Human Investing
Oregon
$15K -$224K -3,932 -94%
HWM
1461
HighMark Wealth Management
Minnesota
$14K
SSC
1462
Syverson Strege & Co
Iowa
$14K +$12.8K +224 New
CH
1463
Canton Hathaway
Rhode Island
$13K +$12.5K +220 New
TF
1464
Tompkins Financial
New York
$12K -$7.04M -123,768 -100%
CAM
1465
Costello Asset Management
Pennsylvania
$12K
TFA
1466
Transamerica Financial Advisors
Florida
$11K -$683 -12 -6%
AWM
1467
AllSquare Wealth Management
New York
$11K
FCMT
1468
Founders Capital Management (Texas)
Texas
$9K +$8.2K +144 New
JAWM
1469
J. Arnold Wealth Management
Ohio
$9K +$8.88K +156 New
YAL
1470
Your Advocates Ltd
Texas
$8K
WWM
1471
Wolff Wiese Magana
California
$8K +$7.51K +132 New
IHWM
1472
Iron Horse Wealth Management
Iowa
$7K +$6.83K +120 New
AFG
1473
Albion Financial Group
Utah
$7K +$7.06K +124 New
SL
1474
Savior LLC
Massachusetts
$6K
KFS
1475
Kelly Financial Services
Massachusetts
$5.3K

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.