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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
SWMG
126
Sanchez Wealth Management Group
Florida
$29M -$4.68M -82,156 -15%
DWM
127
Dakota Wealth Management
Florida
$29M -$2.03M -35,640 -7%
FHC
128
First Horizon Corporation
Tennessee
$28.8M -$2.01M -35,320 -7%
SG Americas Securities
129
SG Americas Securities
New York
$28.4M -$1.67M -29,324 -6%
IIC
130
Integrated Investment Consultants
Michigan
$28M -$1.49M -26,112 -5%
MLICM
131
Metropolitan Life Insurance Company (MetLife)
New York
$27.7M +$10.6M +186,400 +68%
Two Sigma Investments
132
Two Sigma Investments
New York
$27.6M +$20.1M +353,200 +338%
Cetera Investment Advisers
133
Cetera Investment Advisers
Illinois
$26.7M +$10.8M +190,128 +75%
CAM
134
Crestone Asset Management
Colorado
$26.4M -$1.21M -21,296 -5%
PWS
135
Paragon Wealth Strategies
Florida
$26.3M +$3.14M +55,224 +14%
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$26M +$1.75M +30,712 +8%
CFA
137
Capstone Financial Advisors
Illinois
$25.9M +$9.79K +172 +0%
Deutsche Bank
138
Deutsche Bank
Germany
$25.9M +$8.31M +146,048 +52%
Brown Advisory
139
Brown Advisory
Maryland
$25.6M +$8.66M +152,188 +56%
GLA
140
Great Lakes Advisors
Illinois
$24.9M +$409K +7,192 +2%
Rafferty Asset Management
141
Rafferty Asset Management
New York
$24.8M -$8.29M -145,636 -26%
FA
142
FDx Advisors
Illinois
$24.3M -$3.92M -68,956 -15%
MSL
143
Mackay Shields LLC
New York
$23.8M -$4.33M -76,032 -16%
FB
144
Fulton Bank
Pennsylvania
$23.7M -$325K -5,716 -1%
RWG
145
Regal Wealth Group
California
$23.7M +$1.68M +29,588 +8%
NA
146
NewEdge Advisors
Louisiana
$23.6M +$4.69M +82,484 +27%
BSW
147
Buckingham Strategic Wealth
Missouri
$23.4M +$7.39M +129,880 +50%
JFGIW
148
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23.4M -$786K -13,812 -3%
CCC
149
Crescent Capital Consulting
Louisiana
$23.3M +$204M +3,583,524 New
PWM
150
Paulson Wealth Management
Illinois
$23.3M -$121K -2,124 -0.5%

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.