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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
PSP
351
Pacific Sage Partners
Washington
$7.04M +$162K +2,552 +3%
SWA
352
SOA Wealth Advisors
New York
$7.01M -$320K -5,036 -5%
WLPWM
353
Walled Lake Planning & Wealth Management
Illinois
$6.99M -$25.2K -396 -0.4%
CF
354
Copperwynd Financial
Arizona
$6.97M +$6.44M +101,260 New
IWC
355
Integrated Wealth Concepts
Massachusetts
$6.96M +$1.42M +22,356 +28%
ASBI
356
American State Bank (Iowa)
Iowa
$6.95M -$403K -6,332 -6%
AIM
357
Allen Investment Management
New York
$6.92M -$46.4M -730,432 -88%
NF
358
Nikulski Financial
Iowa
$6.88M +$123K +1,936 +2%
CA
359
Cresta Advisors
Texas
$6.79M -$643K -10,104 -9%
BBHC
360
Brown Brothers Harriman & Co
New York
$6.73M +$67.4K +1,060 +1%
VVP
361
Venture Visionary Partners
Ohio
$6.68M -$79.4K -1,248 -1%
CB
362
Community Bank
New York
$6.67M -$67.4K -1,060 -1%
QC
363
Quent Capital
New York
$6.66M -$44.3K -696 -0.7%
OAM
364
Oppenheimer Asset Management
New York
$6.65M -$749K -11,780 -11%
RIL
365
Rothschild Investment LLC
Illinois
$6.64M -$126K -1,980 -2%
HFP
366
Holistic Financial Partners
Indiana
$6.53M -$1.06M -16,604 -15%
Jennison Associates
367
Jennison Associates
New York
$6.53M -$3.19M -50,164 -35%
BCG
368
Breakwater Capital Group
New Jersey
$6.49M +$755K +11,880 +14%
EP
369
EPIQ Partners
Minnesota
$6.47M -$23.1K -364 -0.4%
Winslow Capital Management
370
Winslow Capital Management
Minnesota
$6.47M -$18.6M -291,860 -76%
CHC
371
City Holding Co
West Virginia
$6.44M -$410K -6,448 -6%
Wellington Management Group
372
Wellington Management Group
Massachusetts
$6.4M -$419M -6,581,704 -99%
Jacobs Levy Equity Management
373
Jacobs Levy Equity Management
New Jersey
$6.36M -$2.31M -36,400 -28%
PA
374
Parallel Advisors
California
$6.35M +$1.55M +24,420 +36%
SI
375
Saxon Interests
Texas
$6.31M +$2.14M +33,688 +58%

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.