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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
MIAN
176
Mariner Independent Advisor Network
Kansas
$19.5M +$18.4M +323,232 New
MCWS
177
McKinley Carter Wealth Services
West Virginia
$19.2M +$8.6M +151,168 +91%
WIC
178
Whitegate Investment Counselors
New Hampshire
$18.2M +$96.5K +1,696 +0.6%
PAS
179
Park Avenue Securities
New York
$18.1M +$646K +11,356 +4%
EWM
180
Evercore Wealth Management
New York
$18.1M +$257K +4,508 +2%
TC
181
Telemus Capital
Michigan
$18M +$81.3K +1,428 +0.5%
FCBT
182
First Citizens Bank & Trust
North Carolina
$17.9M +$934K +16,416 +6%
CG
183
Corundum Group
Colorado
$17.6M -$2.75M -48,292 -14%
SWP
184
Summit Wealth Partners
Florida
$17.1M +$1.1M +19,348 +7%
JRP
185
Jasper Ridge Partners
California
$16.8M
BWM
186
BT Wealth Management
Georgia
$16.8M +$2.73K +48 +0%
RJT
187
Raymond James Trust
Florida
$16.6M -$389K -6,836 -2%
JF
188
JSF Financial
California
$16.5M -$2.65M -46,632 -15%
Citadel Advisors
189
Citadel Advisors
Florida
$16.4M +$14.5M +255,400 +1,614%
SQA
190
Simon Quick Advisors
New Jersey
$16.1M -$1.2M -21,064 -7%
Kayne Anderson Rudnick Investment Management
191
Kayne Anderson Rudnick Investment Management
California
$16.1M +$2.66M +46,708 +21%
IWA
192
Intercontinental Wealth Advisors
Texas
$16M +$614K +10,784 +4%
SFG
193
Sunburst Financial Group
Alabama
$15.6M -$2.09M -36,772 -12%
TA
194
Tiedemann Advisors
New York
$15.6M +$1.17M +20,628 +9%
VCS
195
Vaughan & Co Securities
New Jersey
$15.4M +$29.1K +512 +0.2%
WANY
196
Wealthspire Advisors (New York)
New York
$15.3M +$9.55M +167,836 +193%
Polen Capital Management
197
Polen Capital Management
Florida
$15.3M +$8.78M +154,280 +156%
TC
198
TownSquare Capital
Utah
$15.2M +$5.8M +101,836 +68%
UFA
199
US Financial Advisors
Massachusetts
$15.2M +$14.4M +252,320 New
AllianceBernstein
200
AllianceBernstein
Tennessee
$15.2M +$435K +7,648 +3%

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.