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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
BNP Paribas Financial Markets
201
BNP Paribas Financial Markets
France
$13.5M +$7.43M +141,036 +130%
HSA
202
HBK Sorce Advisory
Pennsylvania
$13.4M -$127K -2,416 -1%
Neuberger Berman Group
203
Neuberger Berman Group
New York
$13.4M -$1.61M -30,512 -11%
AllianceBernstein
204
AllianceBernstein
Tennessee
$13.2M -$579K -10,996 -4%
CP
205
Covenant Partners
Tennessee
$13M -$1.28M -24,252 -9%
HR
206
Hardy Reed
Mississippi
$13M
SIAS
207
Shine Investment Advisory Services
Colorado
$12.9M -$54.4K -1,032 -0.4%
TA
208
Tiedemann Advisors
New York
$12.9M +$1.34M +25,468 +12%
KP
209
Keel Point
Alabama
$12.8M -$1.2M -22,768 -9%
HCMT
210
Highland Capital Management (Tennessee)
Tennessee
$12.7M -$636K -12,072 -5%
Qube Research & Technologies (QRT)
211
Qube Research & Technologies (QRT)
United Kingdom
$12.2M -$3.61M -68,588 -23%
CCFM
212
Clear Creek Financial Management
Washington
$12.2M +$10.8M +204,884 +1,042%
RBC
213
Roble Belko & Company
Pennsylvania
$12.1M
GIA
214
GHP Investment Advisors
Colorado
$11.9M +$18.5K +352 +0.2%
Kayne Anderson Rudnick Investment Management
215
Kayne Anderson Rudnick Investment Management
California
$11.9M -$298K -5,652 -3%
BCM
216
BTC Capital Management
Iowa
$11.9M -$169K -3,216 -1%
SWMG
217
Strategic Wealth Management Group
Maryland
$11.8M -$431K -8,188 -4%
CFGF
218
Compass Financial Group (Florida)
Florida
$11.3M -$208K -3,944 -2%
AFP
219
Ausdal Financial Partners
Iowa
$11.2M +$1.85M +35,064 +20%
NCA
220
Newbrook Capital Advisors
New York
$11M -$15.5M -294,180 -59%
BWA
221
BDO Wealth Advisors
Florida
$10.9M -$3.21M -60,992 -23%
IP
222
Investment Partners
Ohio
$10.8M +$39.2K +744 +0.4%
WAG
223
Winthrop Advisory Group
Massachusetts
$10.8M -$162K -3,068 -2%
DFG
224
Demars Financial Group
Washington
$10.7M -$71.9K -1,364 -0.7%
SWM
225
Southern Wealth Management
Texas
$10.6M +$8.21M +155,792 +387%

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.