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
CCC
151
Crescent Capital Consulting
Louisiana
$28M +$18.6M +263,124 +6%
DWM
152
Dakota Wealth Management
Florida
$27.7M -$816K -11,536 -3%
PSUF
153
People's United Financial
Connecticut
$27.7M +$766K +10,832 +3%
OWA
154
One Wealth Advisors
California
$27.6M -$4.55M -64,312 -14%
Brown Advisory
155
Brown Advisory
Maryland
$27.6M -$6.81M -96,216 -19%
PWM
156
Paulson Wealth Management
Illinois
$27.1M -$256K -3,620 -0.9%
PWAG
157
Polaris Wealth Advisory Group
California
$27M +$6.86M +96,908 +33%
LNC
158
Lincoln National Corp
Pennsylvania
$26M -$13.5M -190,636 -33%
GL
159
Graypoint LLC
New York
$25.6M +$2.5M +35,328 +10%
BJL
160
Brighton Jones LLC
Washington
$25.5M +$995K +14,064 +4%
William Blair & Company
161
William Blair & Company
Illinois
$25.4M +$2.17M +30,624 +9%
Franklin Resources
162
Franklin Resources
California
$25.1M +$13.3M +187,460 +105%
BCA
163
Berman Capital Advisors
Georgia
$24.4M +$34K +480 +0.1%
BSW
164
Buckingham Strategic Wealth
Missouri
$24.3M +$1.85M +26,112 +8%
BPWM
165
Badgley Phelps Wealth Managers
Washington
$24.1M +$24.9M +352,172 New
HCMT
166
Highland Capital Management (Tennessee)
Tennessee
$24M -$178K -2,520 -0.7%
JFGIW
167
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24M -$2.05M -28,940 -8%
BWM
168
BT Wealth Management
Georgia
$23.9M +$3.05M +43,060 +14%
WFA
169
Wellspring Financial Advisors
Ohio
$23.8M -$281K -3,976 -1%
SG Americas Securities
170
SG Americas Securities
New York
$23.5M +$13.7M +193,300 +130%
FA
171
FDx Advisors
Illinois
$23.3M -$1.3M -18,308 -5%
MGIA
172
Moneta Group Investment Advisors
Missouri
$23.3M +$4.94M +69,784 +26%
UWPG
173
Ullmann Wealth Partners Group
Florida
$23.1M +$166K +2,348 +0.7%
FB
174
Fulton Bank
Pennsylvania
$23M -$372K -5,256 -2%
CCT
175
Country Club Trust
Missouri
$22.9M -$976K -13,792 -4%

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.