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iShares Russell 1000 Growth ETF

1,522 hedge funds and large institutions have $53B invested in iShares Russell 1000 Growth ETF in 2021 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 489 increasing their positions, 559 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 56

4% more capital invested

Capital invested by funds: $51B → $53B (+$2.02B)

0.95% more ownership

Funds ownership: 296.34%297.29% (+0.95%)

0% more funds holding

Funds holding: 1,5171,522 (+5)

0% more funds holding in top 10

Funds holding in top 10: 172172 (0)

13% less repeat investments, than reductions

Existing positions increased: 489 | Existing positions reduced: 559

58% less call options, than puts

Call options by funds: $68.5M | Put options by funds: $165M

Holders
1,522
Holders Change
+5
Holders Change %
+0.33%
% of All Funds
26.65%
Holding in Top 10
172
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
3.01%
New
83
Increased
489
Reduced
559
Closed
56
Calls
$68.5M
Puts
$165M
Net Calls
-$96.5M
Net Calls Change
+$238M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1476
Barnett & Company
Tennessee
$32K +$32.5K +460 New
LWP
1477
Laurel Wealth Planning
Minnesota
$32K +$33.4K +472 New
LAS
1478
Lloyd Advisory Services
Georgia
$31K +$31.1K +440 +2,750%
OAJ
1479
Ogorek Anthony Joseph
New York
$30K
AFS
1480
Annapolis Financial Services
Maryland
$28K
AssetMark Inc
1481
AssetMark Inc
California
$28K
TFM
1482
TFC Financial Management
Massachusetts
$28K
CG
1483
Cutler Group
California
$27K
VRM
1484
Vectors Research Management
New York
$27K
ARIS
1485
Advanced Research Investment Solutions
California
$26K
APWA
1486
Atlas Private Wealth Advisors
New Jersey
$26K
FWM
1487
Filbrandt Wealth Management
Wisconsin
$24K -$2.83K -40 -10%
EW
1488
Element Wealth
Mississippi
$23K
LDFR
1489
Lehman & Derafelo Financial Resources
Pennsylvania
$23K
TCWA
1490
Ten Capital Wealth Advisors
Washington
$23K
PAIM
1491
Punch & Associates Investment Management
Minnesota
$21K +$21.2K +300 New
CBT
1492
Central Bank & Trust
Kentucky
$20K
CPWM
1493
Cypress Point Wealth Management
Texas
$19K +$19.8K +280 New
UOTTAIMCU
1494
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$19K +$20.1K +284 New
MWC
1495
MBM Wealth Consultants
Missouri
$18K
FAM
1496
Fred Alger Management
New York
$18K +$18.4K +260 New
TVWM
1497
Tower View Wealth Management
Wisconsin
$16K
HWM
1498
HighMark Wealth Management
Minnesota
$15K
AIP
1499
Ameritas Investment Partners
Nebraska
$14K -$732K -10,348 -98%
TF
1500
Tompkins Financial
New York
$14K +$14.1K +200 New

IWF Hedge Fund Activity: Q3 2021 in Review

1,522 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2021, worth a combined $53B — up 4% from $51B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new IWF positions and 56 closed out — a net gain of 27 holders — while 489 added to existing stakes and 559 trimmed.

The largest buyer was Nuveen, adding an estimated $895M. The largest seller was Bank of America, cutting an estimated $332M.

  • 1,522 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2021, up from 1,517 in Q2 2021.
  • Funds reported $53B of iShares Russell 1000 Growth ETF stock for Q3 2021, up 4% quarter-over-quarter.
  • 83 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2021 and 56 closed out, a net change of +27 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2021 was Nuveen, an estimated $895M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2021 was Bank of America, an estimated $332M sold.

Based on aggregated 13F filings for Q3 2021.