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iShares Russell 1000 Growth ETF

1,472 hedge funds and large institutions have $47.2B invested in iShares Russell 1000 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 386 increasing their positions, 689 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.57% more ownership

Funds ownership: 297.46%299.03% (+1.6%)

5% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 78

1% less funds holding

Funds holding: 1,4851,472 (-13)

2% less capital invested

Capital invested by funds: $48B → $47.2B (-$846M)

8% less funds holding in top 10

Funds holding in top 10: 181166 (-15)

44% less repeat investments, than reductions

Existing positions increased: 386 | Existing positions reduced: 689

67% less call options, than puts

Call options by funds: $85.6M | Put options by funds: $257M

Holders
1,472
Holders Change
-13
Holders Change %
-0.88%
% of All Funds
25.85%
Holding in Top 10
166
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-8.29%
% of All Funds
2.91%
New
82
Increased
386
Reduced
689
Closed
78
Calls
$85.6M
Puts
$257M
Net Calls
-$171M
Net Calls Change
-$60.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$8.51B -$558M -9,163,396 -6%
Morgan Stanley
2
Morgan Stanley
New York
$4.87B +$100M +1,650,776 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$3.01B -$152M -2,505,372 -5%
Goldman Sachs
4
Goldman Sachs
New York
$2.16B +$34.4M +565,932 +2%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.76B -$90M -1,478,772 -5%
UBS Group
6
UBS Group
Switzerland
$1.42B -$53.5M -879,516 -4%
Wells Fargo
7
Wells Fargo
California
$1.27B -$80.7M -1,325,856 -6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.1B -$23.7M -388,908 -2%
BL
9
Balentine LLC
Georgia
$1B +$36.8M +605,204 +4%
Northern Trust
10
Northern Trust
Illinois
$936M +$6.21M +102,016 +0.7%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$813M -$59.9M -984,864 -7%
TF
12
TIAA FSB
Florida
$765M -$22.5M -368,952 -3%
RJA
13
Raymond James & Associates
Florida
$687M -$3.71M -60,932 -0.5%
SF
14
Synovus Financial
Georgia
$660M -$34.8M -571,060 -5%
LPL Financial
15
LPL Financial
California
$574M +$3.68M +60,392 +0.6%
M&T Bank
16
M&T Bank
New York
$511M -$58.7M -964,060 -10%
Truist Financial
17
Truist Financial
North Carolina
$502M -$22.3M -365,708 -4%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$489M +$3.05M +50,036 +0.6%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$468M -$2.17M -35,728 -0.5%
SW
20
SVB Wealth
Massachusetts
$453M -$18.5M -304,304 -4%
PPA
21
Parametric Portfolio Associates
Washington
$397M +$59.3M +973,764 +17%
Citigroup
22
Citigroup
New York
$392M -$4.2M -68,928 -1%
N
23
Nuveen
North Carolina
$382M -$72.8M -1,196,332 -16%
CAM
24
Cresset Asset Management
Illinois
$373M +$1.26M +20,684 +0.3%
BlackRock
25
BlackRock
New York
$351M -$31.9M -524,504 -8%

IWF Hedge Fund Activity: Q1 2021 in Review

1,472 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2021, worth a combined $47.2B — down 1.8% from $48B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new IWF positions and 78 closed out — a net gain of 4 holders — while 386 added to existing stakes and 689 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $114M. The largest seller was Bank of America, cutting an estimated $558M.

  • 1,472 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2021, down from 1,485 in Q4 2020.
  • Funds reported $47.2B of iShares Russell 1000 Growth ETF stock for Q1 2021, down 1.8% quarter-over-quarter.
  • 82 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2021 and 78 closed out, a net change of +4 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2021 was Brinker Capital Investments, an estimated $114M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2021 was Bank of America, an estimated $558M sold.

Based on aggregated 13F filings for Q1 2021.