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iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$14.8B
2
Ameriprise
Ameriprise
Minnesota
$1.39B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.36B
4
Bank of America
Bank of America
North Carolina
$9.78B
5
Goldman Sachs
Goldman Sachs
New York
$3.03B

Top Sellers

1
SF
Synovus Financial
Georgia
$393M
2
Corient Private Wealth
Corient Private Wealth
Florida
$241M
3
Osaic Holdings
Osaic Holdings
Arizona
$262M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$3.02B
5
SW
SVB Wealth
Massachusetts
$73.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
276
Montag & Associates
Georgia
$13.3M -$765K -2,524 -5%
RA
277
RFG Advisory
Alabama
$13.1M +$953K +3,144 +8%
DWM
278
Dakota Wealth Management
Florida
$13M -$225K -742 -2%
SDWMA
279
Schneider Downs Wealth Management Advisors
Pennsylvania
$12.9M -$1.31M -4,323 -9%
Susquehanna International Group
280
Susquehanna International Group
Pennsylvania
$12.7M +$10.1M +33,398 +387%
Jennison Associates
281
Jennison Associates
New York
$12.7M +$2.48M +8,180 +24%
HSA
282
HBK Sorce Advisory
Pennsylvania
$12.6M -$1.38M -4,558 -10%
GVAG
283
Great Valley Advisor Group
Delaware
$12.6M -$823K -2,713 -6%
CW
284
Cooksen Wealth
Texas
$12.6M +$12.6M +41,515 New
NCA
285
Newbrook Capital Advisors
New York
$12.5M -$7.38M -24,345 -37%
FA
286
Fermata Advisors
California
$12.5M +$2.93M +9,657 +31%
CFGF
287
Compass Financial Group (Florida)
Florida
$12.4M -$102K -336 -0.8%
CAM
288
Congress Asset Management
Massachusetts
$12.2M +$8.84M +29,151 +260%
CIA
289
Choate Investment Advisors
Massachusetts
$12.1M +$870K +2,870 +8%
OWA
290
One Wealth Advisors
California
$12.1M -$85.2K -281 -0.7%
BWM
291
Brickley Wealth Management
California
$12M -$362K -1,194 -3%
PRWA
292
Platte River Wealth Advisors
Colorado
$11.9M -$31.2K -103 -0.3%
SCG
293
Sonata Capital Group
Washington
$11.9M -$40.3K -133 -0.3%
CPRC
294
Consolidated Portfolio Review Corp
New York
$11.9M -$243K -803 -2%
IP
295
Investment Partners
Ohio
$11.9M -$997K -3,290 -8%
NF
296
Nvest Financial
New Hampshire
$11.9M +$778K +2,565 +7%
NA
297
Nottingham Advisors
New York
$11.7M -$55.1K -211 -0.5%
AO
298
Advisor OS
Illinois
$11.7M +$2.09M +6,896 +22%
CRC
299
Curi RMB Capital
Illinois
$11.7M +$152K +503 +1%
Vanguard Group
300
Vanguard Group
Pennsylvania
$11.6M +$104K +343 +0.9%
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