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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 %
OAM
251
Occidental Asset Management
California
$16.6M +$17.3K +57 +0.1%
SWM
252
Spire Wealth Management
Virginia
$16.3M +$39K +125 +0.2%
CFO
253
Callan Family Office
Pennsylvania
$16.2M -$3.43M -11,302 -17%
SFG
254
Sunburst Financial Group
Alabama
$16.1M
RBC
255
Roble Belko & Company
Pennsylvania
$16M +$125K +412 +0.8%
SFB
256
STAR Financial Bank
Indiana
$16M +$298K +982 +2%
PA
257
Procyon Advisors
Connecticut
$15.8M +$6.46M +21,309 +69%
PWM
258
Proathlete Wealth Management
Florida
$15.7M +$15.7M +51,863 New
American Century Companies
259
American Century Companies
Missouri
$15.7M -$2.23M -7,372 -12%
UB
260
UMB Bank
Missouri
$15.6M -$382K -1,259 -2%
DWT
261
Dorsey & Whitney Trust
South Dakota
$15.5M +$274K +904 +2%
KP
262
Keel Point
Alabama
$15.5M +$386K +1,272 +3%
AAS
263
Ameritas Advisory Services
Nebraska
$15.1M -$1.07M -3,276 -7%
SMC
264
Smith, Moore & Co
Missouri
$14.7M +$2.84M +9,362 +24%
PP
265
Prudential plc
United Kingdom
$14.7M +$10.5M +34,567 +247%
BFS
266
Bradley Foster & Sargent
Connecticut
$14.4M -$284K -937 -2%
Financial Engines Advisors
267
Financial Engines Advisors
California
$14.4M -$424K -1,399 -3%
AWG
268
Altus Wealth Group
Colorado
$14.3M -$63.7K -210 -0.4%
CGA
269
Crescent Grove Advisors
Illinois
$14.3M -$880K -2,902 -6%
OBWP
270
O'Brien Wealth Partners
Massachusetts
$13.9M -$643K -2,120 -4%
E
271
ETFidea
New York
$13.9M +$427K +1,407 +3%
National Bank of Canada
272
National Bank of Canada
Quebec, Canada
$13.8M -$227K -760 -2%
WW
273
Westshore Wealth
California
$13.5M +$727K +2,399 +6%
GM
274
GeoWealth Management
Illinois
$13.4M +$10.5M +34,678 +368%
SCA
275
Stillwater Capital Advisors
Pennsylvania
$13.3M +$728K +2,401 +6%