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iShares Russell 1000 Growth ETF

1,942 hedge funds and large institutions have $69B invested in iShares Russell 1000 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 643 increasing their positions, 643 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,942
Holders Change
+177
Holders Change %
+10.03%
% of All Funds
28.47%
Holding in Top 10
198
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+11.24%
% of All Funds
2.9%
New
263
Increased
643
Reduced
643
Closed
63
Calls
$128M
Puts
$31.7M
Net Calls
+$96.4M
Net Calls Change
+$9.24M
Name Holding Trade Value Shares
Change
Shares
Change %
ECG
226
Edge Capital Group
Georgia
$18.6M +$3.03M +9,988 +19%
SWP
227
Summit Wealth Partners
Florida
$18.5M -$433K -1,429 -2%
SW
228
SlateStone Wealth
Florida
$18.4M -$305K -1,006 -2%
HWM
229
HB Wealth Management
Georgia
$18.2M +$3.98M +13,142 +28%
BP
230
Ballentine Partners
Massachusetts
$18M -$1.5M -4,955 -8%
DIP
231
DT Investment Partners
Pennsylvania
$18M +$1.46M +4,595 +9%
OAM
232
Oppenheimer Asset Management
New York
$18M +$10.3M +33,855 +133%
Sands Capital Management
233
Sands Capital Management
Virginia
$17.8M +$17.6M +58,133 +12,776%
CCM
234
Condor Capital Management
New Jersey
$17.7M +$585K +1,928 +3%
FCBT
235
First Citizens Bank & Trust
North Carolina
$17.7M +$484K +1,595 +3%
CAWM
236
Capital Advisors Wealth Management
Washington
$17.5M +$6M +19,787 +52%
CI
237
CX Institutional
Indiana
$17.5M -$292K -962 -2%
FCH
238
Freestone Capital Holdings
Washington
$17.1M +$2.88M +9,497 +20%
VWA
239
Visionary Wealth Advisors
Illinois
$17.1M -$334K -1,101 -2%
RIS
240
Retirement Income Solutions
Michigan
$17M -$709K -2,338 -4%
MCWS
241
McKinley Carter Wealth Services
West Virginia
$17M -$787K -2,597 -4%
VCS
242
Vaughan & Co Securities
New Jersey
$17M -$1.31M -4,326 -7%
FA
243
FDx Advisors
Illinois
$17M -$9.34M -30,802 -35%
MG
244
Mather Group
Illinois
$16.9M -$1.01M -3,321 -6%
GRP
245
Global Retirement Partners
California
$16.8M +$5.65M +18,531 +51%
PAS
246
Park Avenue Securities
New York
$16.8M -$542K -1,787 -3%
BWA
247
Blodgett Wealth Advisors
California
$16.8M -$104K -343 -0.6%
GIA
248
GHP Investment Advisors
Colorado
$16.8M -$43.4K -143 -0.3%
Kayne Anderson Rudnick Investment Management
249
Kayne Anderson Rudnick Investment Management
California
$16.7M -$4.56M -15,036 -21%
ATPW
250
Ashton Thomas Private Wealth
Arizona
$16.6M +$1.18M +3,894 +8%