We are live on ! Find out more
IWF icon

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
WW
301
Westshore Wealth
California
$8.56M +$921K +14,476 +13%
PA
302
Procyon Advisors
Connecticut
$8.54M +$537K +8,444 +7%
CI
303
CX Institutional
Indiana
$8.51M +$296K +4,656 +4%
CAG
304
Curtis Advisory Group
California
$8.46M +$2.5M +39,384 +47%
CIA
305
Choate Investment Advisors
Massachusetts
$8.4M +$19.1K +300 +0.2%
Bessemer Group
306
Bessemer Group
New Jersey
$8.3M -$201K -3,160 -3%
WB
307
West Bancorporation
Iowa
$8.28M +$125K +1,968 +2%
WT
308
Whittier Trust
California
$8.24M
RWA
309
Redhawk Wealth Advisors
Minnesota
$8.23M +$7.61M +119,612 New
HIMCH
310
Hartford Investment Management Co (HIMCO)
Connecticut
$8.17M -$7.4M -116,400 -49%
FCA
311
FLC Capital Advisors
California
$8.16M -$20.3K -320 -0.3%
AIFAIM
312
American Institute for Advanced Investment Management
Arizona
$8.15M +$297K +4,672 +4%
TFA
313
Tobias Financial Advisors
Florida
$8.14M +$54.4K +856 +0.7%
MPM
314
Meritage Portfolio Management
Kansas
$8.11M -$125K -1,968 -2%
FLPIM
315
F.L. Putnam Investment Management
Massachusetts
$8.06M -$569K -8,952 -7%
CWM
316
Connecticut Wealth Management
Connecticut
$8.05M -$254K -4,000 -3%
KPWS
317
Kestra Private Wealth Services
Texas
$8.05M +$535K +8,420 +8%
AWMNH
318
Arcadia Wealth Management (New Hampshire)
New Hampshire
$7.98M +$7.37M +115,968 New
X
319
Xponance
Pennsylvania
$7.97M +$2.34M +36,816 +47%
CWM
320
ClientFirst Wealth Management
Arkansas
$7.96M
BFG
321
Bleakley Financial Group
New Jersey
$7.95M -$516K -8,120 -7%
I2I
322
Insight 2811 Inc
Illinois
$7.93M -$54.9K -864 -0.7%
FMP
323
Financial Management Professionals
Texas
$7.86M +$7.26M +114,200 New
BB
324
Busey Bank
Illinois
$7.83M -$439K -6,896 -6%
OFS
325
Oldfather Financial Services
Nebraska
$7.83M -$145K -2,288 -2%

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.