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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
MA
276
Montag & Associates
Georgia
$13.3M -$714K -10,096 -5%
RA
277
RFG Advisory
Alabama
$13.1M +$889K +12,576 +8%
DWM
278
Dakota Wealth Management
Florida
$13M -$210K -2,968 -2%
SDWMA
279
Schneider Downs Wealth Management Advisors
Pennsylvania
$12.9M -$1.22M -17,292 -9%
Susquehanna International Group
280
Susquehanna International Group
Pennsylvania
$12.7M +$9.45M +133,592 +387%
Jennison Associates
281
Jennison Associates
New York
$12.7M +$2.31M +32,720 +24%
HSA
282
HBK Sorce Advisory
Pennsylvania
$12.6M -$1.29M -18,232 -10%
GVAG
283
Great Valley Advisor Group
Delaware
$12.6M -$767K -10,852 -6%
CW
284
Cooksen Wealth
Texas
$12.6M +$11.7M +166,060 New
NCA
285
Newbrook Capital Advisors
New York
$12.5M -$6.89M -97,380 -37%
FA
286
Fermata Advisors
California
$12.5M +$2.73M +38,628 +31%
CFGF
287
Compass Financial Group (Florida)
Florida
$12.4M -$95K -1,344 -0.8%
CAM
288
Congress Asset Management
Massachusetts
$12.2M +$8.25M +116,604 +260%
CIA
289
Choate Investment Advisors
Massachusetts
$12.1M +$812K +11,480 +8%
OWA
290
One Wealth Advisors
California
$12.1M -$79.5K -1,124 -0.7%
BWM
291
Brickley Wealth Management
California
$12M -$338K -4,776 -3%
PRWA
292
Platte River Wealth Advisors
Colorado
$11.9M -$29.1K -412 -0.3%
SCG
293
Sonata Capital Group
Washington
$11.9M -$37.6K -532 -0.3%
CPRC
294
Consolidated Portfolio Review Corp
New York
$11.9M -$227K -3,212 -2%
IP
295
Investment Partners
Ohio
$11.9M -$931K -13,160 -8%
NF
296
Nvest Financial
New Hampshire
$11.9M +$726K +10,260 +7%
NA
297
Nottingham Advisors
New York
$11.7M -$59.7K -844 -0.5%
AO
298
Advisor OS
Illinois
$11.7M +$1.95M +27,584 +22%
CRC
299
Curi RMB Capital
Illinois
$11.7M +$142K +2,012 +1%
Vanguard Group
300
Vanguard Group
Pennsylvania
$11.6M +$97K +1,372 +0.9%

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.