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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
RhumbLine Advisers
326
RhumbLine Advisers
Massachusetts
$9.41M -$2.67M -37,820 -23%
CCWA
327
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.2M -$218K -3,076 -2%
CAG
328
Curtis Advisory Group
California
$9.2M -$115K -1,632 -1%
PFS
329
Prospera Financial Services
Texas
$9.14M +$1.55M +21,952 +22%
Neuberger Berman Group
330
Neuberger Berman Group
New York
$9.13M +$3.21M +45,372 +60%
CWM
331
Connecticut Wealth Management
Connecticut
$8.99M +$408K +5,776 +5%
PCM
332
Pointe Capital Management
Michigan
$8.83M +$321K +4,536 +4%
AF
333
Apexium Financial
Texas
$8.79M +$2.95M +41,700 +56%
Millennium Management
334
Millennium Management
New York
$8.79M +$7.88M +111,396 +2,465%
TFA
335
Tobias Financial Advisors
Florida
$8.76M -$71.8K -1,016 -0.9%
BFG
336
Bleakley Financial Group
New Jersey
$8.75M +$330K +4,672 +4%
HFA
337
Highland Financial Advisors
New Jersey
$8.72M +$125K +1,764 +2%
T. Rowe Price Associates
338
T. Rowe Price Associates
Maryland
$8.72M -$4.96M -70,084 -38%
RWA
339
Redhawk Wealth Advisors
Minnesota
$8.72M -$338K -4,784 -4%
Bessemer Group
340
Bessemer Group
New Jersey
$8.7M +$4.53K +64 +0.1%
BB
341
Busey Bank
Illinois
$8.69M +$12.4K +176 +0.2%
OFS
342
Oldfather Financial Services
Nebraska
$8.66M +$174K +2,456 +2%
FCA
343
FLC Capital Advisors
California
$8.61M -$272K -3,848 -3%
NCM
344
Narwhal Capital Management
Georgia
$8.59M -$10.7K -152 -0.1%
TI
345
Truepoint Inc
Ohio
$8.56M +$124K +1,748 +2%
AIFAIM
346
American Institute for Advanced Investment Management
Arizona
$8.55M -$130K -1,840 -2%
ICM
347
IMS Capital Management
Oregon
$8.55M +$99K +1,400 +1%
ATC
348
Argent Trust Co
Tennessee
$8.53M -$536K -7,576 -6%
CVA
349
Central Valley Advisors
California
$8.5M +$7.93M +112,180 New
UFA
350
US Financial Advisors
Massachusetts
$8.5M +$162K +2,284 +2%

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.