We are live on ! Find out more
IWF icon

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
SWP
301
Stratos Wealth Partners
Ohio
$11.5M -$358K -5,064 -3%
BAMG
302
Brand Asset Management Group
Missouri
$11.1M -$323K -4,572 -3%
Franklin Resources
303
Franklin Resources
California
$11.1M +$5M +70,728 +93%
IFPG
304
Intrepid Financial Planning Group
Indiana
$11M -$146K -2,060 -1%
FWM
305
FMA Wealth Management
Massachusetts
$11M +$10.3M +145,004 New
OIA
306
OneDigital Investment Advisors
Kansas
$11M -$696K -9,840 -6%
RPWA
307
Regent Peak Wealth Advisors
Georgia
$11M -$1.67M -23,612 -14%
CHAM
308
Clear Harbor Asset Management
Connecticut
$10.9M -$289K -4,092 -3%
WB
309
West Bancorporation
Iowa
$10.9M +$736K +10,408 +8%
JFG
310
JMG Financial Group
Illinois
$10.7M +$819K +11,580 +9%
CFG
311
Clayton Financial Group
Missouri
$10.5M +$9.78M +138,352 New
SS
312
Simplicity Solutions
Minnesota
$10.2M +$696K +9,836 +8%
AWP
313
Accretive Wealth Partners
New Jersey
$10.2M -$18.1K -256 -0.2%
C
314
Certuity
Florida
$9.97M +$304K +4,304 +3%
Amundi
315
Amundi
France
$9.89M -$714K -10,096 -7%
VFA
316
Valeo Financial Advisors
Indiana
$9.85M +$151K +2,136 +2%
MA
317
MJP Associates
Connecticut
$9.73M -$71.3K -1,008 -0.8%
CSPIA
318
Cary Street Partners Investment Advisory
Virginia
$9.64M +$1.05M +14,820 +13%
BCG
319
Breakwater Capital Group
New Jersey
$9.61M +$716K +10,120 +9%
BMCM
320
Bryn Mawr Capital Management
Pennsylvania
$9.56M +$830K +11,744 +10%
GAG
321
GM Advisory Group
New York
$9.56M +$56.6K +800 +0.6%
TDWM
322
Topel & Distasi Wealth Management
California
$9.55M -$162K -2,284 -2%
WT
323
Whittier Trust
California
$9.47M +$621K +8,784 +8%
WLIM
324
White Lighthouse Investment Management
Massachusetts
$9.42M -$206K -2,920 -2%
SFG
325
Sage Financial Group
Pennsylvania
$9.41M -$73K -1,032 -0.8%

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.