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iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

1,942 hedge funds and large institutions have $69B invested in iShares Russell 1000 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 643 increasing their positions, 643 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,942
Holders Change
+177
Holders Change %
+10.03%
% of All Funds
28.47%
Holding in Top 10
198
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+11.24%
% of All Funds
2.9%
New
263
Increased
643
Reduced
643
Closed
63
Calls
$128M
Puts
$31.7M
Net Calls
+$96.4M
Net Calls Change
+$9.24M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$14.8B
2
Ameriprise
Ameriprise
Minnesota
$1.39B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.36B
4
Bank of America
Bank of America
North Carolina
$9.78B
5
Goldman Sachs
Goldman Sachs
New York
$3.03B

Top Sellers

1
SF
Synovus Financial
Georgia
$393M
2
Corient Private Wealth
Corient Private Wealth
Florida
$241M
3
Osaic Holdings
Osaic Holdings
Arizona
$262M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$3.02B
5
SW
SVB Wealth
Massachusetts
$73.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FLPIM
351
F.L. Putnam Investment Management
Massachusetts
$8.49M -$121K -400 -1%
AI
352
Atria Investments
North Carolina
$8.47M -$858K -2,831 -9%
HR
353
Hardy Reed
Mississippi
$8.47M -$7.83M -25,825 -48%
ZIM
354
Zacks Investment Management
Illinois
$8.46M +$5.26M +17,343 +164%
HF
355
Halpern Financial
Virginia
$8.45M -$27.2K -92 -0.3%
PPP
356
Private Portfolio Partners
New Jersey
$8.45M -$22.1K -73 -0.3%
SC
357
Sepio Capital
Utah
$8.44M +$1.99M +6,548 +31%
IWM
358
IHT Wealth Management
Illinois
$8.43M +$1.83M +6,025 +28%
TFCP
359
Twin Focus Capital Partners
Massachusetts
$8.38M – – –
MPM
360
Meritage Portfolio Management
Kansas
$8.37M -$533K -1,758 -6%
P
361
Pitcairn
Pennsylvania
$8.3M +$284K +938 +4%
PFA
362
Pettinga Financial Advisors
Indiana
$8.27M -$140K -461 -2%
PFP
363
Paragon Financial Partners
California
$8.19M +$114K +377 +1%
SC
364
Sapient Capital
Indiana
$8.01M +$8.01M +26,407 New
AIA
365
Arbor Investment Advisors
North Carolina
$7.93M -$256K -844 -3%
BI
366
Ballast Inc
Kentucky
$7.82M +$132K +436 +2%
VVP
367
Venture Visionary Partners
Ohio
$7.81M +$494K +1,630 +7%
SPIA
368
Strategic Point Investment Advisors
Rhode Island
$7.79M -$47K -155 -0.6%
CF
369
Copperwynd Financial
Arizona
$7.77M +$182K +599 +2%
CCM
370
Coldstream Capital Management
Washington
$7.77M -$138K -455 -2%
RCIM
371
Red Cedar Investment Management
Michigan
$7.73M -$7.35M -24,245 -49%
EAM
372
Eukles Asset Management
Ohio
$7.72M +$59.1K +195 +0.8%
KDA
373
Kraft Davis & Associates
Missouri
$7.71M +$657K +2,084 +9%
NF
374
Nikulski Financial
Iowa
$7.71M +$93.7K +309 +1%
BAM
375
Berkshire Asset Management
Pennsylvania
$7.7M -$428K -1,412 -5%
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