We are live on ! Find out more
IWF icon

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
Man Group
1501
Man Group
United Kingdom
-$1.08M -19,916 Closed
MPPLM
1502
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$967K -17,844 Closed
PA
1503
Paragon Advisors
Texas
-$915K -16,872 Closed
RBFC
1504
Roman Butler Fullerton & Co
Missouri
-$648K -11,960 Closed
RIM
1505
Regent Investment Management
Kentucky
-$642K -11,840 Closed
FF
1506
Friedenthal Financial
New Jersey
-$530K -9,772 Closed
BFA
1507
Brendel Financial Advisors
New Hampshire
-$445K -8,200 Closed
Capital Research Global Investors
1508
Capital Research Global Investors
California
-$437K -8,132 Closed
TI
1509
tru Independence
Oregon
-$356K -6,564 Closed
OFS
1510
OneAscent Financial Services
Alabama
-$355K -6,540 Closed
ML
1511
McAdam LLC
Pennsylvania
-$354K -6,528 Closed
SNBOSCI
1512
Security National Bank of Sioux City Iowa
Iowa
-$334K -6,168 Closed
SB
1513
Sunflower Bank
Texas
-$325K -6,008 Closed
PW
1514
Peninsula Wealth
California
-$281K -5,176 Closed
ERIM
1515
Eagle Ridge Investment Management
Connecticut
-$273K -5,028 Closed
SIS
1516
Sound Income Strategies
Florida
-$239K -4,400 Closed
ODIJL
1517
One Day In July LLC
Vermont
-$223K -4,108 Closed
WAS
1518
WESPAC Advisors SoCal
California
-$228K -4,060 Closed
PIMG
1519
Patriot Investment Management Group
Tennessee
-$216K -3,996 Closed
BAM
1520
Blueshift Asset Management
New Jersey
-$215K -3,956 Closed
NCM
1521
Nelson Capital Management
California
-$212K -3,904 Closed
BWM
1522
BNC Wealth Management
Oregon
-$211K -3,888 Closed
BHWM
1523
Bay Harbor Wealth Management
Maryland
-$167K -3,088 Closed
Parallax Volatility Advisers
1524
Parallax Volatility Advisers
California
-$156K -2,744 -100%
CPW
1525
Catalyst Private Wealth
California
-$144K -2,648 Closed

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.