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iShares Russell 1000 Growth ETF

1,320 hedge funds and large institutions have $43.4B invested in iShares Russell 1000 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 338 increasing their positions, 625 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 47

7% more capital invested

Capital invested by funds: $40.5B → $43.4B (+$2.81B)

3% more funds holding in top 10

Funds holding in top 10: 175181 (+6)

2% more funds holding

Funds holding: 1,2921,320 (+28)

2.73% less ownership

Funds ownership: 299.85%297.12% (-2.7%)

19% less call options, than puts

Call options by funds: $547M | Put options by funds: $674M

46% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 625

Holders
1,320
Holders Change
+28
Holders Change %
+2.17%
% of All Funds
26.63%
Holding in Top 10
181
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+3.43%
% of All Funds
3.65%
New
88
Increased
338
Reduced
625
Closed
47
Calls
$547M
Puts
$674M
Net Calls
-$128M
Net Calls Change
-$4.61M
Name Holding Trade Value Shares
Change
Change in
Stake
PWS
151
Paragon Wealth Strategies
Florida
$20.7M +$8.43M +160,092 +72%
CWC
152
Carolinas Wealth Consulting
North Carolina
$20.5M -$3.31M -62,768 -14%
Susquehanna International Group
153
Susquehanna International Group
Pennsylvania
$20.3M -$3.97M -75,272 -17%
BJL
154
Brighton Jones LLC
Washington
$19.9M +$124K +2,360 +0.6%
RWG
155
Regal Wealth Group
California
$19.7M -$853K -16,192 -4%
UWPG
156
Ullmann Wealth Partners Group
Florida
$19.5M -$185K -3,508 -1%
BPB
157
Badgley, Phelps & Bell
Washington
$19.3M +$225K +4,268 +1%
SWP
158
Stratos Wealth Partners
Ohio
$19.1M -$1.45M -27,504 -7%
CG
159
Corundum Group
Colorado
$18.5M +$235K +4,456 +1%
BAAM
160
Baker Avenue Asset Management
California
$18.3M +$2.23M +42,280 +14%
CFA
161
Carroll Financial Associates
North Carolina
$17.9M -$832K -15,788 -5%
William Blair & Company
162
William Blair & Company
Illinois
$17.9M +$225K +4,264 +1%
SPIA
163
Strategic Point Investment Advisors
Rhode Island
$17.6M -$93.6K -1,776 -0.5%
JF
164
JSF Financial
California
$17.4M -$2.31M -43,768 -12%
NA
165
Nottingham Advisors
New York
$17.2M -$2.95M -56,084 -15%
GC
166
Gratus Capital
Georgia
$16.8M -$232K -4,412 -1%
NA
167
NewEdge Advisors
Louisiana
$16.8M -$1.19M -22,640 -7%
TC
168
Telemus Capital
Michigan
$16.7M +$116K +2,204 +0.7%
IC
169
IEQ Capital
California
$16.3M +$1.23M +23,376 +8%
AAS
170
Avantax Advisory Services
Texas
$16.3M +$9.09M +172,460 +135%
WIC
171
Whitegate Investment Counselors
New Hampshire
$16.3M +$582K +11,044 +4%
EWM
172
Evercore Wealth Management
New York
$16.1M +$2.32K +44 +0%
SFG
173
Sunburst Financial Group
Alabama
$16M
WSFS
174
Wilmington Savings Fund Society
Delaware
$15.9M +$479K +9,084 +3%
TPCW
175
TD Private Client Wealth
New York
$15.7M +$200K +3,804 +1%

IWF Hedge Fund Activity: Q3 2020 in Review

1,320 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2020, worth a combined $43.4B — up 6.9% from $40.5B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new IWF positions and 47 closed out — a net gain of 41 holders — while 338 added to existing stakes and 625 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $87.5M. The largest seller was Bank of America, cutting an estimated $991M.

  • 1,320 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2020, up from 1,292 in Q2 2020.
  • Funds reported $43.4B of iShares Russell 1000 Growth ETF stock for Q3 2020, up 6.9% quarter-over-quarter.
  • 88 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2020 and 47 closed out, a net change of +41 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2020 was Brinker Capital Investments, an estimated $87.5M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2020 was Bank of America, an estimated $991M sold.

Based on aggregated 13F filings for Q3 2020.