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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
SFS
201
Sowell Financial Services
Arkansas
$15.1M -$451K -7,932 -3%
HSA
202
HBK Sorce Advisory
Pennsylvania
$15M +$78.1K +1,372 +0.6%
GMA
203
Goldstein Munger & Associates
California
$15M -$98.4K -1,728 -0.7%
CM
204
Churchill Management
California
$15M -$56K -984 -0.4%
WSFS
205
Wilmington Savings Fund Society
Delaware
$15M -$2.52M -44,300 -15%
SSIM
206
Sheets Smith Investment Management
Texas
$14.8M +$14M +245,528 New
IWAG
207
Integer Wealth Advisors Group
Georgia
$14.5M +$3.26M +57,240 +30%
V
208
Veritable
Delaware
$14.5M -$2.78M -48,900 -17%
OBWP
209
O'Brien Wealth Partners
Massachusetts
$14.1M -$823K -14,464 -6%
HR
210
Hardy Reed
Mississippi
$14M -$366K -6,428 -3%
CP
211
Covenant Partners
Tennessee
$13.8M -$612K -10,752 -4%
NA
212
Nottingham Advisors
New York
$13.8M -$4.98M -87,572 -28%
QI
213
QS Investors
New York
$13.8M -$2.53M -44,500 -16%
RBC
214
Roble Belko & Company
Pennsylvania
$13.5M +$33K +580 +0.3%
HCMT
215
Highland Capital Management (Tennessee)
Tennessee
$13.5M -$596K -10,472 -4%
PFA
216
Pettinga Financial Advisors
Indiana
$13.2M +$1.64M +28,824 +15%
BCM
217
BTC Capital Management
Iowa
$13.1M -$58.5K -1,028 -0.5%
GIA
218
GHP Investment Advisors
Colorado
$12.9M -$338K -5,932 -3%
CFGF
219
Compass Financial Group (Florida)
Florida
$12.5M -$107K -1,872 -0.9%
SWMG
220
Strategic Wealth Management Group
Maryland
$12.3M -$840K -14,760 -7%
AIC
221
Ameritas Investment Company
Nebraska
$12.2M +$1.55M +27,192 +15%
IP
222
Investment Partners
Ohio
$12M +$683 +12 +0%
FFA
223
Freedman Financial Associates
Massachusetts
$11.9M +$11.3M +197,660 New
CAM
224
Congress Asset Management
Massachusetts
$11.8M +$6.04M +106,040 +117%
TFGT
225
TS Financial Group (TSFG)
Illinois
$11.8M -$3.33M -58,588 -23%

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.