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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
CWC
176
Carolinas Wealth Consulting
North Carolina
$22.6M -$174K -2,464 -0.7%
BAAM
177
Baker Avenue Asset Management
California
$22.1M -$416K -5,876 -2%
Rafferty Asset Management
178
Rafferty Asset Management
New York
$22M +$5.73M +80,932 +34%
RWG
179
Regal Wealth Group
California
$21.7M -$496K -7,012 -2%
SPIA
180
Strategic Point Investment Advisors
Rhode Island
$21.7M -$101K -1,428 -0.4%
BWM
181
Brickley Wealth Management
California
$21.3M -$169K -2,396 -0.8%
SWP
182
Summit Wealth Partners
Florida
$21.1M +$301K +4,252 +1%
SWP
183
Stratos Wealth Partners
Ohio
$21.1M +$347K +4,908 +2%
UB
184
UMB Bank
Missouri
$21M -$401K -5,672 -2%
SAS
185
SMI Advisory Services
Indiana
$20.5M +$21.2M +299,312 New
GLA
186
Great Lakes Advisors
Illinois
$20.5M -$3.32M -46,912 -14%
JWA
187
JFS Wealth Advisors
Pennsylvania
$20.1M +$18.8M +265,652 +981%
TWM
188
Tradition Wealth Management
Minnesota
$19.9M +$10.9M +154,332 +113%
MCWS
189
McKinley Carter Wealth Services
West Virginia
$19.8M -$522K -7,384 -2%
EWM
190
Evercore Wealth Management
New York
$19.8M +$2.83K +40 +0%
CG
191
Corundum Group
Colorado
$19.8M -$281K -3,976 -1%
TC
192
Telemus Capital
Michigan
$19.7M -$1.73M -24,452 -8%
CAM
193
Congress Asset Management
Massachusetts
$19.2M +$16.9M +238,752 +568%
BCM
194
BTC Capital Management
Iowa
$19.2M -$971K -13,720 -5%
JRP
195
Jasper Ridge Partners
California
$19.1M
FCBT
196
First Citizens Bank & Trust
North Carolina
$18.9M -$1.25M -17,628 -6%
WIC
197
Whitegate Investment Counselors
New Hampshire
$18.5M -$927K -13,104 -5%
GVAG
198
Great Valley Advisor Group
Delaware
$18M +$329K +4,644 +2%
Polen Capital Management
199
Polen Capital Management
Florida
$18M -$35.7M -505,096 -66%
RJT
200
Raymond James Trust
Florida
$17.8M -$403K -5,696 -2%

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.