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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
RA
276
RFG Advisory
Alabama
$10.7M +$2.49M +39,232 +34%
NCG
277
Newport Capital Group
New Jersey
$10.6M +$9.81M +154,260 New
BAMG
278
Brand Asset Management Group
Missouri
$10.5M -$120K -1,892 -1%
Vanguard Group
279
Vanguard Group
Pennsylvania
$10.5M +$9.69M +152,428 New
CHAM
280
Clear Harbor Asset Management
Connecticut
$10.3M +$59.8K +940 +0.6%
IFPG
281
Intrepid Financial Planning Group
Indiana
$10.2M -$77.1K -1,212 -0.8%
Legal & General Group
282
Legal & General Group
United Kingdom
$10.2M +$3.95M +62,040 +71%
NF
283
Nvest Financial
New Hampshire
$10M +$2.22M +34,916 +32%
SWP
284
Stratos Wealth Partners
Ohio
$9.97M -$18.8K -296 -0.2%
GRP
285
Global Retirement Partners
California
$9.94M -$39.2K -616 -0.4%
WSFS
286
Wilmington Savings Fund Society
Delaware
$9.73M -$1.58M -24,880 -15%
CAM
287
Congress Asset Management
Massachusetts
$9.72M -$10.8M -169,276 -55%
SMC
288
Smith, Moore & Co
Missouri
$9.42M +$42.7K +672 +0.5%
TDWM
289
Topel & Distasi Wealth Management
California
$9.11M -$65.6K -1,032 -0.8%
JFG
290
JMG Financial Group
Illinois
$9.01M -$284K -4,460 -3%
Allspring Global Investments
291
Allspring Global Investments
North Carolina
$9M +$16.3K +256 +0.2%
WLIM
292
White Lighthouse Investment Management
Massachusetts
$8.98M -$380K -5,968 -4%
AWP
293
Accretive Wealth Partners
New Jersey
$8.9M +$330K +5,188 +4%
CCWA
294
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.85M -$603K -9,476 -7%
C
295
Certuity
Florida
$8.8M +$96.2K +1,512 +1%
MA
296
MJP Associates
Connecticut
$8.8M +$8.13M +127,908 New
VFA
297
Valeo Financial Advisors
Indiana
$8.76M -$283K -4,448 -3%
KP
298
Keel Point
Alabama
$8.73M +$249K +3,920 +3%
SFG
299
Sage Financial Group
Pennsylvania
$8.65M -$8.9K -140 -0.1%
GAG
300
GM Advisory Group
New York
$8.62M +$919K +14,444 +13%

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.