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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
PSUF
151
People's United Financial
Connecticut
$24.1M +$854K +14,036 +4%
JFGIW
152
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23.9M +$352K +5,776 +1%
GLA
153
Great Lakes Advisors
Illinois
$23.8M -$1.31M -21,540 -5%
RWG
154
Regal Wealth Group
California
$23.6M -$303K -4,984 -1%
FA
155
FDx Advisors
Illinois
$23.5M -$964K -15,836 -4%
BC
156
Brio Consultants
California
$23M +$1.6M +26,220 +7%
BJL
157
Brighton Jones LLC
Washington
$22.6M +$337K +5,532 +2%
TPCW
158
TD Private Client Wealth
New York
$22.5M +$1.16M +18,988 +5%
BSW
159
Buckingham Strategic Wealth
Missouri
$22.4M -$1.17M -19,228 -5%
BCA
160
Berman Capital Advisors
Georgia
$21.9M -$1.47M -24,128 -6%
FB
161
Fulton Bank
Pennsylvania
$21.9M -$1.97M -32,328 -8%
CCT
162
Country Club Trust
Missouri
$21.7M -$127K -2,084 -0.6%
BPB
163
Badgley, Phelps & Bell
Washington
$21.1M -$374K -6,152 -2%
CWC
164
Carolinas Wealth Consulting
North Carolina
$20.9M -$286K -4,704 -1%
NA
165
NewEdge Advisors
Louisiana
$20.7M -$3.07M -50,480 -13%
UWPG
166
Ullmann Wealth Partners Group
Florida
$20.7M -$558K -9,160 -3%
CA
167
Calton & Associates
Florida
$20.1M -$13.4M -220,308 -40%
BAAM
168
Baker Avenue Asset Management
California
$19.9M -$748K -12,292 -4%
HCMT
169
Highland Capital Management (Tennessee)
Tennessee
$19.9M +$6.3M +103,484 +46%
William Blair & Company
170
William Blair & Company
Illinois
$19.8M -$928K -15,240 -4%
SPIA
171
Strategic Point Investment Advisors
Rhode Island
$19.6M +$121K +1,980 +0.6%
PWAG
172
Polaris Wealth Advisory Group
California
$19.5M -$1.56M -25,688 -8%
TC
173
Telemus Capital
Michigan
$19.2M +$438K +7,192 +2%
BWM
174
Brickley Wealth Management
California
$19.1M -$1.1M -18,144 -5%
EIG
175
Ellenbecker Investment Group
Wisconsin
$18.8M -$3.9M -64,152 -17%

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.