IWF icon

iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

1,765 hedge funds and large institutions have $51.7B invested in iShares Russell 1000 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 465 increasing their positions, 738 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,765
Holders Change
+4
Holders Change %
+0.23%
% of All Funds
28.14%
Holding in Top 10
178
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-4.3%
% of All Funds
2.84%
New
96
Increased
465
Reduced
738
Closed
74
Calls
$117M
Puts
$30.1M
Net Calls
+$87.1M
Net Calls Change
+$19.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$6.34B
2
CWM
Circle Wealth Management
New Jersey
$343M
3
Comerica Bank
Comerica Bank
Texas
$161M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$105M
5
Corient Private Wealth
Corient Private Wealth
Florida
$252M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.73B
2
Bank of America
Bank of America
North Carolina
$8.43B
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$391M
4
SF
Synovus Financial
Georgia
$660M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.72B
Name Holding Trade Value Shares
Change 		Shares
Change %
FCBT
226
First Citizens Bank & Trust
North Carolina
$15.1M -$1.18M -4,436 -7%
GIA
227
GHP Investment Advisors
Colorado
$15.1M -$84.4K -310 -0.6%
CCM
228
Condor Capital Management
New Jersey
$15M +$24.5K +92 +0.2%
EC
229
Estate Counselors
Wisconsin
$14.9M -$2.39K -9 -0%
TFGT
230
TS Financial Group (TSFG)
Illinois
$14.9M +$863K +3,243 +6%
BWA
231
Blodgett Wealth Advisors
California
$14.8M +$34K +128 +0.2%
OAM
232
Occidental Asset Management
California
$14.6M -$2.36M -8,859 -14%
HR
233
Hardy Reed
Mississippi
$14.3M – – –
SFG
234
Sunburst Financial Group
Alabama
$14.1M – – –
UB
235
UMB Bank
Missouri
$14M -$4.46M -16,756 -24%
RBC
236
Roble Belko & Company
Pennsylvania
$14M -$6.65K -25 -0%
SWM
237
Spire Wealth Management
Virginia
$13.9M -$42K -158 -0.3%
DIP
238
DT Investment Partners
Pennsylvania
$13.8M – – –
WAG
239
Winthrop Advisory Group
Massachusetts
$13.8M -$141K -528 -1%
SFB
240
STAR Financial Bank
Indiana
$13.7M -$526K -1,978 -4%
ECG
241
Edge Capital Group
Georgia
$13.6M +$1.02M +3,822 +8%
XF
242
XML Financial
Maryland
$13.6M +$457K +1,718 +3%
ATPW
243
Ashton Thomas Private Wealth
Arizona
$13.5M +$806K +3,029 +6%
AAS
244
Ameritas Advisory Services
Nebraska
$13.4M +$756K +2,796 +6%
DWT
245
Dorsey & Whitney Trust
South Dakota
$13.4M -$425K -1,596 -3%
BFS
246
Bradley Foster & Sargent
Connecticut
$13.3M – – –
CGA
247
Crescent Grove Advisors
Illinois
$13.3M +$1.84M +6,919 +16%
KP
248
Keel Point
Alabama
$13.2M +$4.81M +18,088 +57%
RCIM
249
Red Cedar Investment Management
Michigan
$13.2M -$1.7M -6,405 -11%
Financial Engines Advisors
250
Financial Engines Advisors
California
$13M -$917K -3,442 -7%
8 9
10
11 12