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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
Kayne Anderson Rudnick Investment Management
251
Kayne Anderson Rudnick Investment Management
California
$13M -$80.4K -1,264 -0.7%
T. Rowe Price Associates
252
T. Rowe Price Associates
Maryland
$12.9M +$2.44M +38,372 +26%
HWM
253
HB Wealth Management
Georgia
$12.7M -$177K -2,776 -1%
AAS
254
Ameritas Advisory Services
Nebraska
$12.7M -$800K -12,584 -6%
NA
255
Nottingham Advisors
New York
$12.5M -$1.15M -18,040 -9%
GVAG
256
Great Valley Advisor Group
Delaware
$12.5M -$473K -7,436 -4%
MA
257
Montag & Associates
Georgia
$12.5M +$427K +6,716 +4%
E
258
ETFidea
New York
$12.2M +$520K +8,184 +5%
IP
259
Investment Partners
Ohio
$11.9M -$778K -12,232 -7%
CGA
260
Crescent Grove Advisors
Illinois
$11.8M +$27K +424 +0.2%
BWM
261
Brickley Wealth Management
California
$11.8M -$1.74M -27,400 -14%
FCH
262
Freestone Capital Holdings
Washington
$11.6M +$3.72M +58,472 +53%
CPRC
263
Consolidated Portfolio Review Corp
New York
$11.5M +$414K +6,504 +4%
RPWA
264
Regent Peak Wealth Advisors
Georgia
$11.4M -$174K -2,732 -2%
CG
265
Cynosure Group
Utah
$11.4M +$10.5M +165,656 New
CFGF
266
Compass Financial Group (Florida)
Florida
$11.3M -$500K -7,864 -5%
State Street
267
State Street
Massachusetts
$11.3M -$677K -10,640 -6%
CRC
268
Curi RMB Capital
Illinois
$11.2M -$346K -5,444 -3%
OWA
269
One Wealth Advisors
California
$11.1M +$21.1K +332 +0.2%
SS
270
Simplicity Solutions
Minnesota
$11.1M +$796K +12,524 +8%
KAH
271
Kathryn A. Hall
$11M
SCA
272
Stillwater Capital Advisors
Pennsylvania
$10.9M +$156K +2,448 +2%
SCG
273
Sonata Capital Group
Washington
$10.9M -$258K -4,056 -2%
PRWA
274
Platte River Wealth Advisors
Colorado
$10.9M -$118K -1,860 -1%
OIA
275
OneDigital Investment Advisors
Kansas
$10.8M -$102K -1,604 -1%

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.