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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
ASBI
376
American State Bank (Iowa)
Iowa
$7.7M +$6.79K +96 +0.1%
AIM
377
Allen Investment Management
New York
$7.63M
WLPWM
378
Walled Lake Planning & Wealth Management
Illinois
$7.59M -$15K -212 -0.2%
GJWM
379
Gilliland Jeter Wealth Management
Arkansas
$7.58M +$7.08M +100,060 New
Loomis, Sayles & Company
380
Loomis, Sayles & Company
Massachusetts
$7.56M +$4.4M +62,272 +166%
PAG
381
Paladin Advisory Group
Iowa
$7.56M +$83.7K +1,184 +1%
AF
382
Affiance Financial
Minnesota
$7.49M +$2.74M +38,812 +65%
SEI Investments
383
SEI Investments
Pennsylvania
$7.47M +$3.8M +53,672 +119%
CB
384
Community Bank
New York
$7.47M +$113K +1,592 +2%
PSP
385
Pacific Sage Partners
Washington
$7.45M -$4.53K -64 -0.1%
IWC
386
Integrated Wealth Concepts
Massachusetts
$7.45M -$522K -7,384 -7%
ATI
387
ARK & TLK Investments
Oklahoma
$7.34M +$6.85M +96,864 New
CI
388
Conning Inc
Connecticut
$7.3M
BBHC
389
Brown Brothers Harriman & Co
New York
$7.3M +$91.6K +1,296 +1%
QC
390
Quent Capital
New York
$7.28M -$7.92K -112 -0.1%
Winslow Capital Management
391
Winslow Capital Management
Minnesota
$7.21M -$3.38M -47,808 -33%
SWA
392
SOA Wealth Advisors
New York
$7.16M -$500K -7,064 -7%
HFP
393
Holistic Financial Partners
Indiana
$7.14M -$27.4K -388 -0.4%
LW
394
Linscomb Wealth
Texas
$7.12M -$324K -4,580 -5%
DT
395
Diversified Trust
Tennessee
$7.1M
4FG
396
4Thought Financial Group
New York
$7.09M +$6.22M +88,000 +1,582%
RIL
397
Rothschild Investment LLC
Illinois
$7.06M -$236K -3,340 -3%
UL
398
Unionview LLC
Washington
$7.05M +$139K +1,972 +2%
HCA
399
Heck Capital Advisors
Wisconsin
$7.04M +$2.38M +33,616 +57%
CA
400
Cresta Advisors
Texas
$7.03M -$52.9K -748 -0.8%

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.