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
BCA
151
Berman Capital Advisors
Georgia
$23.2M +$90.2K +1,584 +0.4%
WFA
152
Wellspring Financial Advisors
Ohio
$23.2M -$600K -10,540 -3%
PSUF
153
People's United Financial
Connecticut
$23.1M -$722K -12,688 -3%
CFA
154
Carroll Financial Associates
North Carolina
$22.8M +$2.7M +47,424 +14%
GC
155
Gratus Capital
Georgia
$22.5M +$3.64M +63,948 +21%
EIG
156
Ellenbecker Investment Group
Wisconsin
$22.5M -$6.44M -113,144 -23%
Neuberger Berman Group
157
Neuberger Berman Group
New York
$22.2M +$6.92M +121,560 +49%
BJL
158
Brighton Jones LLC
Washington
$22M -$29.4K -516 -0.1%
CCT
159
Country Club Trust
Missouri
$21.9M -$2.54M -44,608 -11%
MAM
160
Meeder Asset Management
Ohio
$21.4M -$1.81M -31,844 -8%
Bank of Nova Scotia
161
Bank of Nova Scotia
Ontario, Canada
$21.3M +$20.1M +353,720 New
BPB
162
Badgley, Phelps & Bell
Washington
$21.3M -$181K -3,184 -0.9%
BC
163
Brio Consultants
California
$21.2M -$2.8M -49,240 -12%
TPCW
164
TD Private Client Wealth
New York
$21.2M +$3.48M +61,072 +21%
RWB
165
RMR Wealth Builders
New Jersey
$21.2M -$30M -527,248 -60%
UWPG
166
Ullmann Wealth Partners Group
Florida
$21.1M -$602K -10,572 -3%
CWC
167
Carolinas Wealth Consulting
North Carolina
$21M -$1.67M -29,296 -8%
BAAM
168
Baker Avenue Asset Management
California
$20.5M +$142K +2,492 +0.7%
IC
169
IEQ Capital
California
$20.4M +$2.19M +38,500 +13%
SWP
170
Stratos Wealth Partners
Ohio
$20.3M -$865K -15,196 -4%
PWAG
171
Polaris Wealth Advisory Group
California
$20.2M -$9.17M -161,124 -33%
BWM
172
Brickley Wealth Management
California
$20M -$6.1M -107,224 -24%
TEE
173
Tibra Equities Europe
United Kingdom
$19.9M +$18.7M +329,404 New
SPIA
174
Strategic Point Investment Advisors
Rhode Island
$19.5M -$292K -5,136 -2%
NW
175
NewEdge Wealth
Pennsylvania
$19.5M +$18.4M +323,356 New

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.