We are live on ! Find out more
IWF icon

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
OAM
251
Occidental Asset Management
California
$16.6M +$16.1K +228 +0.1%
SWM
252
Spire Wealth Management
Virginia
$16.3M +$35.4K +500 +0.2%
CFO
253
Callan Family Office
Pennsylvania
$16.2M -$3.2M -45,208 -17%
SFG
254
Sunburst Financial Group
Alabama
$16.1M
RBC
255
Roble Belko & Company
Pennsylvania
$16M +$117K +1,648 +0.8%
SFB
256
STAR Financial Bank
Indiana
$16M +$278K +3,928 +2%
PA
257
Procyon Advisors
Connecticut
$15.8M +$6.03M +85,236 +69%
PWM
258
Proathlete Wealth Management
Florida
$15.7M +$14.7M +207,452 New
American Century Companies
259
American Century Companies
Missouri
$15.7M -$2.09M -29,488 -12%
UB
260
UMB Bank
Missouri
$15.6M -$356K -5,036 -2%
DWT
261
Dorsey & Whitney Trust
South Dakota
$15.5M +$256K +3,616 +2%
KP
262
Keel Point
Alabama
$15.5M +$360K +5,088 +3%
AAS
263
Ameritas Advisory Services
Nebraska
$15.1M -$927K -13,104 -7%
SMC
264
Smith, Moore & Co
Missouri
$14.7M +$2.65M +37,448 +24%
PP
265
Prudential plc
United Kingdom
$14.7M +$9.78M +138,268 +247%
BFS
266
Bradley Foster & Sargent
Connecticut
$14.4M -$265K -3,748 -2%
Financial Engines Advisors
267
Financial Engines Advisors
California
$14.4M -$396K -5,596 -3%
AWG
268
Altus Wealth Group
Colorado
$14.3M -$59.4K -840 -0.4%
CGA
269
Crescent Grove Advisors
Illinois
$14.3M -$821K -11,608 -6%
OBWP
270
O'Brien Wealth Partners
Massachusetts
$13.9M -$600K -8,480 -4%
E
271
ETFidea
New York
$13.9M +$398K +5,628 +3%
National Bank of Canada
272
National Bank of Canada
Quebec, Canada
$13.8M -$215K -3,040 -2%
WW
273
Westshore Wealth
California
$13.5M +$679K +9,596 +6%
GM
274
GeoWealth Management
Illinois
$13.4M +$9.81M +138,712 +368%
SCA
275
Stillwater Capital Advisors
Pennsylvania
$13.3M +$679K +9,604 +6%

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.