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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
FFA
376
First Foundation Advisors
California
$6.29M -$129K -2,032 -2%
GC
377
Gratus Capital
Georgia
$6.26M -$45.3K -712 -0.8%
KDA
378
Kraft Davis & Associates
Missouri
$6.25M +$5.75M +90,472 New
FNBT
379
FineMark National Bank & Trust
Florida
$6.22M -$280K -4,400 -5%
AWA
380
Aaron Wealth Advisors
Illinois
$6.21M +$320K +5,028 +6%
GIA
381
Gladstone Institutional Advisory
Florida
$6.2M -$148K -2,328 -3%
PG
382
Patten Group
Tennessee
$6.19M -$112K -1,756 -2%
SHWM
383
Smith & Howard Wealth Management
Georgia
$6.18M -$506K -7,952 -8%
LBC
384
Lowe Brockenbrough & Co
Virginia
$6.17M +$33.1K +520 +0.6%
SCA
385
Snowden Capital Advisors
New York
$6.15M -$3.81K -60 -0.1%
SVWAG
386
Sound View Wealth Advisors Group
Georgia
$6.14M -$242K -3,800 -4%
UL
387
Unionview LLC
Washington
$6.13M +$179K +2,816 +3%
CS
388
Comerica Securities
Michigan
$6.12M +$808K +12,700 +17%
Amundi
389
Amundi
France
$6.1M -$4.89M -76,892 -46%
CTC
390
Central Trust Company
Missouri
$6.05M -$54.2K -852 -1%
MSWMA
391
Market Street Wealth Management Advisors
Indiana
$6.05M -$85.2K -1,340 -2%
GC
392
Garde Capital
Washington
$6.03M -$108K -1,700 -2%
PGFC
393
Peapack-Gladstone Financial Corp
New Jersey
$5.99M +$121K +1,896 +2%
GSIS
394
Global Strategic Investment Solutions
Arizona
$5.97M -$2.54K -40 -0%
CWA
395
Cornerstone Wealth Advisors
Minnesota
$5.9M -$183K -2,880 -3%
DT
396
Diversified Trust
Tennessee
$5.9M -$126K -1,984 -2%
DWM
397
Denver Wealth Management
Colorado
$5.89M +$7.12K +112 +0.1%
SC
398
Sepio Capital
Utah
$5.86M
VIA
399
Vantagepoint Investment Advisers
District of Columbia
$5.83M
FWTB
400
First Western Trust Bank
Colorado
$5.81M -$180K -2,824 -3%

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.