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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
PAS
176
Park Avenue Securities
New York
$15.7M -$441K -8,376 -3%
V
177
Veritable
Delaware
$15.7M -$130K -2,472 -0.8%
SQA
178
Simon Quick Advisors
New Jersey
$15.6M -$319K -6,064 -2%
Deutsche Bank
179
Deutsche Bank
Germany
$15.3M +$1.4M +26,500 +10%
RJT
180
Raymond James Trust
Florida
$15.3M -$1.14M -21,620 -7%
FCBT
181
First Citizens Bank & Trust
North Carolina
$15.2M -$2.5M -47,548 -15%
JRP
182
Jasper Ridge Partners
California
$15.1M
BWM
183
BT Wealth Management
Georgia
$15.1M +$687K +13,036 +5%
MLICM
184
Metropolitan Life Insurance Company (MetLife)
New York
$14.8M +$2.99M +56,800 +26%
AF
185
Advisornet Financial
Minnesota
$14.8M -$1.46M -27,780 -9%
Brown Advisory
186
Brown Advisory
Maryland
$14.8M +$949K +18,016 +7%
QI
187
QS Investors
New York
$14.8M
Squarepoint
188
Squarepoint
New York
$14.6M -$1.95M -36,928 -12%
SWP
189
Strategic Wealth Partners
Ohio
$14.4M +$3.52M +66,884 +34%
SWP
190
Summit Wealth Partners
Florida
$14.4M +$617K +11,720 +5%
BSW
191
Buckingham Strategic Wealth
Missouri
$14M -$565K -10,732 -4%
SFS
192
Sowell Financial Services
Arkansas
$14M +$8.85M +168,068 +187%
WAM
193
Wealthspire Advisors (Maryland)
Maryland
$13.9M +$5.26M +99,896 +63%
TFGT
194
TS Financial Group (TSFG)
Illinois
$13.8M +$621K +11,780 +5%
IWA
195
Intercontinental Wealth Advisors
Texas
$13.8M +$1.04M +19,780 +8%
VCS
196
Vaughan & Co Securities
New Jersey
$13.8M -$135K -2,564 -1%
Cetera Investment Advisers
197
Cetera Investment Advisers
Illinois
$13.7M -$190K -3,600 -1%
GMA
198
Goldstein Munger & Associates
California
$13.6M -$6.53K -124 -0%
CM
199
Churchill Management
California
$13.6M -$132K -2,512 -1%
OBWP
200
O'Brien Wealth Partners
Massachusetts
$13.5M -$666K -12,644 -5%

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.