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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
FLPIM
351
F.L. Putnam Investment Management
Massachusetts
$8.49M -$113K -1,600 -1%
AI
352
Atria Investments
North Carolina
$8.47M -$801K -11,324 -9%
HR
353
Hardy Reed
Mississippi
$8.47M -$7.3M -103,300 -48%
ZIM
354
Zacks Investment Management
Illinois
$8.46M +$4.91M +69,372 +164%
HF
355
Halpern Financial
Virginia
$8.45M -$26K -368 -0.3%
PPP
356
Private Portfolio Partners
New Jersey
$8.45M -$20.6K -292 -0.3%
SC
357
Sepio Capital
Utah
$8.44M +$1.85M +26,192 +31%
IWM
358
IHT Wealth Management
Illinois
$8.43M +$1.7M +24,100 +28%
TFCP
359
Twin Focus Capital Partners
Massachusetts
$8.38M
MPM
360
Meritage Portfolio Management
Kansas
$8.37M -$497K -7,032 -6%
P
361
Pitcairn
Pennsylvania
$8.3M +$265K +3,752 +4%
PFA
362
Pettinga Financial Advisors
Indiana
$8.27M -$130K -1,844 -2%
PFP
363
Paragon Financial Partners
California
$8.19M +$107K +1,508 +1%
SC
364
Sapient Capital
Indiana
$8.01M +$7.47M +105,628 New
AIA
365
Arbor Investment Advisors
North Carolina
$7.93M -$239K -3,376 -3%
BI
366
Ballast Inc
Kentucky
$7.82M +$123K +1,744 +2%
VVP
367
Venture Visionary Partners
Ohio
$7.81M +$461K +6,520 +7%
SPIA
368
Strategic Point Investment Advisors
Rhode Island
$7.79M -$43.8K -620 -0.6%
CF
369
Copperwynd Financial
Arizona
$7.77M +$169K +2,396 +2%
CCM
370
Coldstream Capital Management
Washington
$7.77M -$129K -1,820 -2%
RCIM
371
Red Cedar Investment Management
Michigan
$7.73M -$6.86M -96,980 -49%
EAM
372
Eukles Asset Management
Ohio
$7.72M +$55.2K +780 +0.8%
KDA
373
Kraft Davis & Associates
Missouri
$7.71M +$589K +8,336 +9%
NF
374
Nikulski Financial
Iowa
$7.71M +$87.4K +1,236 +1%
BAM
375
Berkshire Asset Management
Pennsylvania
$7.7M -$399K -5,648 -5%

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.