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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 %
KPWS
251
Kestra Private Wealth Services
Texas
$12.9M +$5.09M +19,136 +65%
OBWP
252
O'Brien Wealth Partners
Massachusetts
$12.8M -$203K -762 -2%
AWG
253
Altus Wealth Group
Colorado
$12.6M -$104K -392 -0.8%
SDWMA
254
Schneider Downs Wealth Management Advisors
Pennsylvania
$12.5M -$666K -2,504 -5%
FCH
255
Freestone Capital Holdings
Washington
$12.5M +$1.25M +4,706 +11%
National Bank of Canada
256
National Bank of Canada
Quebec, Canada
$12.5M -$220K -829 -2%
HWM
257
HB Wealth Management
Georgia
$12.4M +$117K +440 +1%
MA
258
Montag & Associates
Georgia
$12.4M +$303K +1,138 +3%
T. Rowe Price Associates
259
T. Rowe Price Associates
Maryland
$12.3M -$196K -735 -2%
HSA
260
HBK Sorce Advisory
Pennsylvania
$12.3M -$425K -1,596 -3%
E
261
ETFidea
New York
$11.9M +$36.7K +138 +0.3%
GVAG
262
Great Valley Advisor Group
Delaware
$11.8M -$293K -1,102 -2%
DWM
263
Dakota Wealth Management
Florida
$11.6M -$1.07M -4,004 -8%
CG
264
Cynosure Group
Utah
$11.3M +$325K +1,223 +3%
IP
265
Investment Partners
Ohio
$11.3M -$227K -855 -2%
WW
266
Westshore Wealth
California
$11.2M +$2.95M +11,101 +36%
RPWA
267
Regent Peak Wealth Advisors
Georgia
$11.2M +$148K +556 +1%
SCA
268
Stillwater Capital Advisors
Pennsylvania
$11M +$505K +1,899 +5%
CFGF
269
Compass Financial Group (Florida)
Florida
$10.9M -$31.9K -120 -0.3%
BWM
270
Brickley Wealth Management
California
$10.8M -$606K -2,279 -5%
RhumbLine Advisers
271
RhumbLine Advisers
Massachusetts
$10.8M +$3.21M +12,055 +42%
Allspring Global Investments
272
Allspring Global Investments
North Carolina
$10.7M +$2.03M +7,620 +23%
KAH
273
Kathryn A. Hall
$10.7M – – –
OWA
274
One Wealth Advisors
California
$10.7M -$81.1K -305 -0.8%
CPRC
275
Consolidated Portfolio Review Corp
New York
$10.7M -$410K -1,541 -4%
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