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iShares Russell 1000 Growth ETF

1,958 hedge funds and large institutions have $69.1B invested in iShares Russell 1000 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 268 funds opening new positions, 646 increasing their positions, 648 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 268 | Existing positions closed: 63

304% more call options, than puts

Call options by funds: $128M | Put options by funds: $31.7M

34% more capital invested

Capital invested by funds: $51.7B → $69.1B (+$17.4B)

29.78% more ownership

Funds ownership: 307.77%337.56% (+30%)

11% more funds holding in top 10

Funds holding in top 10: 179199 (+20)

10% more funds holding

Funds holding: 1,7761,958 (+182)

0% less repeat investments, than reductions

Existing positions increased: 646 | Existing positions reduced: 648

Holders
1,958
Holders Change
+182
Holders Change %
+10.25%
% of All Funds
28.54%
Holding in Top 10
199
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+11.17%
% of All Funds
2.9%
New
268
Increased
646
Reduced
648
Closed
63
Calls
$128M
Puts
$31.7M
Net Calls
+$96.4M
Net Calls Change
+$9.24M
Name Holding Trade Value Shares
Change
Change in
Stake
ECG
226
Edge Capital Group
Georgia
$18.6M +$2.83M +39,952 +19%
SWP
227
Summit Wealth Partners
Florida
$18.5M -$404K -5,716 -2%
SW
228
SlateStone Wealth
Florida
$18.4M -$285K -4,024 -2%
HWM
229
HB Wealth Management
Georgia
$18.2M +$3.72M +52,568 +28%
BP
230
Ballentine Partners
Massachusetts
$18M -$1.4M -19,820 -8%
DIP
231
DT Investment Partners
Pennsylvania
$18M +$1.3M +18,380 +9%
OAM
232
Oppenheimer Asset Management
New York
$18M +$9.58M +135,420 +133%
Sands Capital Management
233
Sands Capital Management
Virginia
$17.8M +$16.4M +232,532 +12,776%
CCM
234
Condor Capital Management
New Jersey
$17.7M +$545K +7,712 +3%
FCBT
235
First Citizens Bank & Trust
North Carolina
$17.7M +$451K +6,380 +3%
CAWM
236
Capital Advisors Wealth Management
Washington
$17.5M +$5.6M +79,148 +52%
CI
237
CX Institutional
Indiana
$17.5M -$272K -3,848 -2%
FCH
238
Freestone Capital Holdings
Washington
$17.1M +$2.69M +37,988 +20%
VWA
239
Visionary Wealth Advisors
Illinois
$17.1M -$311K -4,404 -2%
RIS
240
Retirement Income Solutions
Michigan
$17M -$661K -9,352 -4%
MCWS
241
McKinley Carter Wealth Services
West Virginia
$17M -$735K -10,388 -4%
VCS
242
Vaughan & Co Securities
New Jersey
$17M -$1.22M -17,304 -7%
FA
243
FDx Advisors
Illinois
$17M -$8.71M -123,208 -35%
MG
244
Mather Group
Illinois
$16.9M -$939K -13,284 -6%
GRP
245
Global Retirement Partners
California
$16.8M +$5.24M +74,124 +51%
PAS
246
Park Avenue Securities
New York
$16.8M -$505K -7,148 -3%
BWA
247
Blodgett Wealth Advisors
California
$16.8M -$97K -1,372 -0.6%
GIA
248
GHP Investment Advisors
Colorado
$16.8M -$40.5K -572 -0.3%
Kayne Anderson Rudnick Investment Management
249
Kayne Anderson Rudnick Investment Management
California
$16.7M -$4.25M -60,144 -21%
ATPW
250
Ashton Thomas Private Wealth
Arizona
$16.6M +$1.1M +15,576 +8%

IWF Hedge Fund Activity: Q4 2023 in Review

1,958 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q4 2023, worth a combined $69.1B — up 34% from $51.7B a quarter earlier.

Buyers outnumbered sellers: 268 funds opened new IWF positions and 63 closed out — a net gain of 205 holders — while 646 added to existing stakes and 648 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.05B. The largest seller was Synovus Financial, cutting an estimated $335M.

  • 1,958 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q4 2023, up from 1,776 in Q3 2023.
  • Funds reported $69.1B of iShares Russell 1000 Growth ETF stock for Q4 2023, up 34% quarter-over-quarter.
  • 268 funds opened new iShares Russell 1000 Growth ETF positions in Q4 2023 and 63 closed out, a net change of +205 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $7.05B added.
  • The largest iShares Russell 1000 Growth ETF seller in Q4 2023 was Synovus Financial, an estimated $335M sold.

Based on aggregated 13F filings for Q4 2023.