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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
Bank of America
1
Bank of America
North Carolina
$9.3B -$332M -4,698,176 -3%
Morgan Stanley
2
Morgan Stanley
New York
$5.13B -$280M -3,958,576 -5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$3.32B -$163M -2,304,800 -5%
Goldman Sachs
4
Goldman Sachs
New York
$2.54B +$60.2M +851,628 +2%
JP Morgan Chase
5
JP Morgan Chase
New York
$2.18B +$236M +3,334,460 +12%
UBS Group
6
UBS Group
Switzerland
$1.61B -$3.05M -43,144 -0.2%
N
7
Nuveen
North Carolina
$1.44B +$895M +12,647,340 +152%
Wells Fargo
8
Wells Fargo
California
$1.35B -$47.5M -670,872 -3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.25B -$5.29M -74,784 -0.4%
Northern Trust
10
Northern Trust
Illinois
$1.02B -$6.25M -88,416 -0.6%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$852M -$18M -255,156 -2%
TF
12
TIAA FSB
Florida
$794M -$35.7M -505,212 -4%
RJA
13
Raymond James & Associates
Florida
$785M -$847K -11,976 -0.1%
SF
14
Synovus Financial
Georgia
$785M +$24.1M +341,172 +3%
LPL Financial
15
LPL Financial
California
$702M +$53.6M +757,184 +8%
Truist Financial
16
Truist Financial
North Carolina
$568M +$344K +4,868 +0.1%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$566M +$7.36M +104,104 +1%
M&T Bank
18
M&T Bank
New York
$533M -$14M -198,328 -2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$520M -$3.32M -46,936 -0.6%
Ameriprise
20
Ameriprise
Minnesota
$453M +$159M +2,240,812 +51%
JMPWA
21
JP Morgan Private Wealth Advisors
California
$447M +$19M +268,912 +4%
SW
22
SVB Wealth
Massachusetts
$425M -$21M -296,760 -5%
CAM
23
Cresset Asset Management
Illinois
$422M +$1.41M +19,916 +0.3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$371M +$349K +4,932 +0.1%
Stifel Financial
25
Stifel Financial
Missouri
$363M +$14.7M +207,184 +4%

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.