We are live on ! Find out more
IWF icon

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
CAM
1501
Costello Asset Management
Pennsylvania
$13K
CWM
1502
Cranbrook Wealth Management
Michigan
$13K
AWM
1503
AllSquare Wealth Management
New York
$12K
TFA
1504
Transamerica Financial Advisors
Florida
$11K -$566 -8 -5%
FCMT
1505
Founders Capital Management (Texas)
Texas
$10K
YAL
1506
Your Advocates Ltd
Texas
$10K
GFPC
1507
Global Financial Private Client
Florida
$9.69K
WWM
1508
Wolff Wiese Magana
California
$9K
AFG
1509
Albion Financial Group
Utah
$8K
IHWM
1510
Iron Horse Wealth Management
Iowa
$8K
AW
1511
Alaethes Wealth
Nevada
$7K
SL
1512
Savior LLC
Massachusetts
$7K
GKWIM
1513
Gerber Kawasaki Wealth & Investment Management
California
$7K +$1.98K +28 New
KFS
1514
Kelly Financial Services
Massachusetts
$5.48K -$1.68M -23,812 -100%
CWP
1515
Concord Wealth Partners
Virginia
$5K -$5.66K -80 -50%
LWA
1516
Lowe Wealth Advisors
Maryland
$4K
TFA
1517
Toth Financial Advisory
Virginia
$4K
FMP
1518
Financial Management Professionals
Texas
$3K +$3.4K +48 New
BBHC
1519
Brown Brothers Harriman & Co
New York
$2.06K +$674K +9,524 +46%
SOW
1520
State of Wyoming
Wyoming
$2K -$1.42K -20 -36%
RG
1521
Retirement Group
California
$2K
Parallax Volatility Advisers
1522
Parallax Volatility Advisers
California
$2K +$2.26K +32 New
LPWM
1523
Lake Point Wealth Management
Texas
$1K
LIA
1524
LBMC Investment Advisors
Tennessee
$556 +$67.4M +953,452 +11,754%
G
1525
Gainplan
Michigan
-$45.2M -665,728 Closed

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.