We are live on ! Find out more
IWF icon

iShares Russell 1000 Growth ETF

1,771 hedge funds and large institutions have $53B invested in iShares Russell 1000 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 530 increasing their positions, 685 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 54

159% more call options, than puts

Call options by funds: $110M | Put options by funds: $42.5M

14% more capital invested

Capital invested by funds: $46.7B → $53B (+$6.32B)

8% more funds holding in top 10

Funds holding in top 10: 173187 (+14)

4% more funds holding

Funds holding: 1,6971,771 (+74)

1.12% less ownership

Funds ownership: 297.65%296.52% (-1.1%)

23% less repeat investments, than reductions

Existing positions increased: 530 | Existing positions reduced: 685

Holders
1,771
Holders Change
+74
Holders Change %
+4.36%
% of All Funds
27.8%
Holding in Top 10
187
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+8.09%
% of All Funds
2.94%
New
146
Increased
530
Reduced
685
Closed
54
Calls
$110M
Puts
$42.5M
Net Calls
+$67.4M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
226
GHP Investment Advisors
Colorado
$15.2M -$199K -3,136 -1%
AAS
227
Avantax Advisory Services
Texas
$14.8M +$2.18M +34,260 +19%
HR
228
Hardy Reed
Mississippi
$14.8M -$26.2K -412 -0.2%
DIP
229
DT Investment Partners
Pennsylvania
$14.8M
SFB
230
STAR Financial Bank
Indiana
$14.8M -$311K -4,896 -2%
SFG
231
Sunburst Financial Group
Alabama
$14.6M
TFGT
232
TS Financial Group (TSFG)
Illinois
$14.5M -$3.47M -54,544 -21%
RBC
233
Roble Belko & Company
Pennsylvania
$14.4M -$126K -1,980 -0.9%
Financial Engines Advisors
234
Financial Engines Advisors
California
$14.4M -$321K -5,052 -2%
WAG
235
Winthrop Advisory Group
Massachusetts
$14.4M -$346K -5,436 -3%
SWM
236
Spire Wealth Management
Virginia
$14.4M +$25.9K +408 +0.2%
OCM
237
One Capital Management
California
$14.4M +$6.22M +97,784 +88%
DWT
238
Dorsey & Whitney Trust
South Dakota
$14.3M -$666K -10,476 -5%
CFO
239
Callan Family Office
Pennsylvania
$14M +$426K +6,700 +3%
SDWMA
240
Schneider Downs Wealth Management Advisors
Pennsylvania
$13.6M -$865K -13,608 -6%
XF
241
XML Financial
Maryland
$13.6M +$111K +1,748 +0.9%
OBWP
242
O'Brien Wealth Partners
Massachusetts
$13.5M -$1.53K -24 -0%
BFS
243
Bradley Foster & Sargent
Connecticut
$13.3M -$33.8K -532 -0.3%
SFS
244
Sowell Financial Services
Arkansas
$13.2M +$3.73M +58,696 +44%
AWG
245
Altus Wealth Group
Colorado
$13.2M +$176K +2,764 +1%
ATPW
246
Ashton Thomas Private Wealth
Arizona
$13.2M +$903K +14,204 +8%
DWM
247
Dakota Wealth Management
Florida
$13.1M -$120K -1,892 -1%
HSA
248
HBK Sorce Advisory
Pennsylvania
$13.1M -$129K -2,036 -1%
National Bank of Canada
249
National Bank of Canada
Quebec, Canada
$13.1M +$11.7M +183,952 +2,694%
ECG
250
Edge Capital Group
Georgia
$13.1M -$392K -6,160 -3%

IWF Hedge Fund Activity: Q2 2023 in Review

1,771 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2023, worth a combined $53B — up 14% from $46.7B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new IWF positions and 54 closed out — a net gain of 92 holders — while 530 added to existing stakes and 685 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $344M. The largest seller was Wellington Management Group, cutting an estimated $419M.

  • 1,771 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2023, up from 1,697 in Q1 2023.
  • Funds reported $53B of iShares Russell 1000 Growth ETF stock for Q2 2023, up 14% quarter-over-quarter.
  • 146 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2023 and 54 closed out, a net change of +92 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2023 was Fidelity Investments, an estimated $344M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2023 was Wellington Management Group, an estimated $419M sold.

Based on aggregated 13F filings for Q2 2023.