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iShares Russell 1000 Growth ETF

1,472 hedge funds and large institutions have $47.2B invested in iShares Russell 1000 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 386 increasing their positions, 689 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.57% more ownership

Funds ownership: 297.46%299.03% (+1.6%)

5% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 78

1% less funds holding

Funds holding: 1,4851,472 (-13)

2% less capital invested

Capital invested by funds: $48B → $47.2B (-$846M)

8% less funds holding in top 10

Funds holding in top 10: 181166 (-15)

44% less repeat investments, than reductions

Existing positions increased: 386 | Existing positions reduced: 689

67% less call options, than puts

Call options by funds: $85.6M | Put options by funds: $257M

Holders
1,472
Holders Change
-13
Holders Change %
-0.88%
% of All Funds
25.85%
Holding in Top 10
166
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-8.29%
% of All Funds
2.91%
New
82
Increased
386
Reduced
689
Closed
78
Calls
$85.6M
Puts
$257M
Net Calls
-$171M
Net Calls Change
-$60.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1526
Lighthouse Financial Advisors
Maryland
-$222K -3,692 Closed
IG
1527
Ithaka Group
Virginia
-$220K -3,648 Closed
GG
1528
Greenwood Gearhart
Arkansas
-$211K -3,508 Closed
DTC
1529
Davidson Trust Company
Washington
-$205K -3,408 Closed
TPWA
1530
TRUE Private Wealth Advisors
Oregon
-$164K -2,736 Closed
LWANC
1531
Laurel Wealth Advisors (North Carolina)
North Carolina
-$127K -2,100 Closed
IA
1532
Inspire Advisors
Idaho
-$109K -1,812 Closed
SGAM
1533
Smith Group Asset Management
Texas
-$106K -1,760 Closed
SIAG
1534
Safeguard Investment Advisory Group
California
-$92K -1,540 Closed
SFG
1535
Sowa Financial Group
Rhode Island
-$79K -1,316 Closed
CWM
1536
Curi Wealth Management
North Carolina
-$71K -1,184 Closed
APC
1537
Asset Planning Corporation
Tennessee
-$68K -1,136 Closed
UOTTAIMCU
1538
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$51K -840 Closed
FWM
1539
ForthRight Wealth Management
Georgia
-$49K -812 Closed
WOSD
1540
WFA of San Diego
California
-$241 -680 Closed
MCM
1541
McMillion Capital Management
North Carolina
-$33K -540 Closed
PS
1542
Planned Solutions
California
-$27K -448 Closed
MIM
1543
Merrion Investment Management
New Jersey
-$24K -400 Closed
PI
1544
PineBridge Investments
New York
-$24K -392 Closed
William Blair Investment Management
1545
William Blair Investment Management
Illinois
-$20K -332 Closed
NL
1546
NVWM LLC
Pennsylvania
-$18K -304 Closed
HIM
1547
HawsGoodwin Investment Management
Tennessee
-$18K -296 Closed
SSC
1548
Syverson Strege & Co
Iowa
-$14K -224 Closed
JAWM
1549
J. Arnold Wealth Management
Ohio
-$9K -156 Closed
MFT
1550
Moisand Fitzgerald Tamayo
Florida
-$3K -52 Closed

IWF Hedge Fund Activity: Q1 2021 in Review

1,472 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2021, worth a combined $47.2B — down 1.8% from $48B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new IWF positions and 78 closed out — a net gain of 4 holders — while 386 added to existing stakes and 689 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $114M. The largest seller was Bank of America, cutting an estimated $558M.

  • 1,472 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2021, down from 1,485 in Q4 2020.
  • Funds reported $47.2B of iShares Russell 1000 Growth ETF stock for Q1 2021, down 1.8% quarter-over-quarter.
  • 82 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2021 and 78 closed out, a net change of +4 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2021 was Brinker Capital Investments, an estimated $114M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2021 was Bank of America, an estimated $558M sold.

Based on aggregated 13F filings for Q1 2021.