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iShares Russell 1000 Growth ETF

1,743 hedge funds and large institutions have $59.2B invested in iShares Russell 1000 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 299 funds opening new positions, 507 increasing their positions, 585 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

464% more first-time investments, than exits

New positions opened: 299 | Existing positions closed: 53

18% more funds holding in top 10

Funds holding in top 10: 172203 (+31)

15% more funds holding

Funds holding: 1,5221,743 (+221)

12% more capital invested

Capital invested by funds: $53B → $59.2B (+$6.24B)

4.87% more ownership

Funds ownership: 297.29%302.16% (+4.9%)

13% less repeat investments, than reductions

Existing positions increased: 507 | Existing positions reduced: 585

67% less call options, than puts

Call options by funds: $129M | Put options by funds: $384M

Holders
1,743
Holders Change
+221
Holders Change %
+14.52%
% of All Funds
26.82%
Holding in Top 10
203
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+18.02%
% of All Funds
3.12%
New
299
Increased
507
Reduced
585
Closed
53
Calls
$129M
Puts
$384M
Net Calls
-$255M
Net Calls Change
-$159M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$10.7B +$329M +4,436,508 +3%
Morgan Stanley
2
Morgan Stanley
New York
$6.08B +$341M +4,606,172 +6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$3.72B +$18.9M +254,896 +0.5%
Goldman Sachs
4
Goldman Sachs
New York
$2.8B -$36.3M -489,080 -1%
JP Morgan Chase
5
JP Morgan Chase
New York
$2.42B -$17.7M -238,340 -0.7%
UBS Group
6
UBS Group
Switzerland
$1.76B -$25.5M -344,324 -1%
Wells Fargo
7
Wells Fargo
California
$1.52B +$14.9M +201,292 +1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.47B +$73M +984,072 +5%
Northern Trust
9
Northern Trust
Illinois
$1.2B +$56.4M +760,232 +5%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$1.02B +$72M +970,648 +8%
SF
11
Synovus Financial
Georgia
$914M +$37.3M +502,952 +4%
RJA
12
Raymond James & Associates
Florida
$895M +$19.4M +262,132 +2%
TF
13
TIAA FSB
Florida
$849M -$34.2M -461,460 -4%
LPL Financial
14
LPL Financial
California
$802M +$19.1M +257,424 +3%
Truist Financial
15
Truist Financial
North Carolina
$647M +$12.9M +174,580 +2%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$640M +$8.7M +117,344 +1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$582M +$1.97M +26,564 +0.3%
M&T Bank
18
M&T Bank
New York
$581M -$13.4M -180,164 -2%
CAM
19
Cresset Asset Management
Illinois
$557M +$84M +1,133,664 +18%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$509M +$10.1M +136,476 +2%
SW
21
SVB Wealth
Massachusetts
$459M -$14.5M -195,928 -3%
Stifel Financial
22
Stifel Financial
Missouri
$456M +$49.8M +672,452 +13%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$453M +$38.5M +518,916 +10%
BlackRock
24
BlackRock
New York
$410M +$32.1M +433,592 +9%
N
25
Nuveen
North Carolina
$388M -$1.18B -15,893,016 -76%

IWF Hedge Fund Activity: Q4 2021 in Review

1,743 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q4 2021, worth a combined $59.2B — up 12% from $53B a quarter earlier.

Buyers outnumbered sellers: 299 funds opened new IWF positions and 53 closed out — a net gain of 246 holders — while 507 added to existing stakes and 585 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $341M. The largest seller was Nuveen, cutting an estimated $1.18B.

  • 1,743 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q4 2021, up from 1,522 in Q3 2021.
  • Funds reported $59.2B of iShares Russell 1000 Growth ETF stock for Q4 2021, up 12% quarter-over-quarter.
  • 299 funds opened new iShares Russell 1000 Growth ETF positions in Q4 2021 and 53 closed out, a net change of +246 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q4 2021 was Morgan Stanley, an estimated $341M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q4 2021 was Nuveen, an estimated $1.18B sold.

Based on aggregated 13F filings for Q4 2021.