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iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

1,761 hedge funds and large institutions have $53B invested in iShares Russell 1000 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 528 increasing their positions, 683 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,761
Holders Change
+72
Holders Change %
+4.26%
% of All Funds
27.77%
Holding in Top 10
186
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+8.14%
% of All Funds
2.93%
New
144
Increased
528
Reduced
683
Closed
54
Calls
$110M
Puts
$42.5M
Net Calls
+$67.4M
Net Calls Change
+$10.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$373M
2
CM
Churchill Management
California
+$186M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$169M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$85.8M
5
Cerity Partners
Cerity Partners
New York
+$67.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$453M
2
Bank of America
Bank of America
North Carolina
-$312M
3
Morgan Stanley
Morgan Stanley
New York
-$252M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$243M
5
SW
SVB Wealth
Massachusetts
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
401
Wexford Capital
Florida
$5.8M – – –
EWM
402
EPG Wealth Management
Georgia
$5.74M -$87K -316 -1%
TWP
403
TFO Wealth Partners
Ohio
$5.74M -$37.4K -136 -0.6%
LA
404
Legacy Advisors
Pennsylvania
$5.74M +$2.8M +10,162 +95%
NB
405
Nicolet Bankshares
Wisconsin
$5.72M -$107K -390 -2%
AWA
406
Arete Wealth Advisors
Illinois
$5.71M +$1.46M +5,303 +34%
TWM
407
Tolleson Wealth Management
Texas
$5.71M -$133K -485 -2%
DFS
408
Dixon Fnancial Services
California
$5.68M – – –
BFS
409
Bard Financial Services
Connecticut
$5.66M +$55K +200 +1%
BMCM
410
Bryn Mawr Capital Management
Pennsylvania
$5.66M -$418K -1,519 -7%
PFS
411
Prospera Financial Services
Texas
$5.65M -$3.1M -11,264 -35%
AI
412
Atria Investments
North Carolina
$5.65M +$1.93M +7,031 +52%
CCM
413
Colorado Capital Management
Colorado
$5.63M -$153K -556 -3%
NAM
414
NTV Asset Management
West Virginia
$5.61M +$550 +2 +0%
NG
415
Northstar Group
New York
$5.6M -$4.68K -17 -0.1%
MC
416
Mathes Company
New York
$5.57M +$5.57M +20,250 New
RA
417
Ruggaard & Associates
Ohio
$5.56M -$27.5K -100 -0.5%
GBT
418
Grove Bank & Trust
Florida
$5.55M – – –
BWA
419
Beam Wealth Advisors
Louisiana
$5.54M +$1.33M +4,838 +32%
KTC
420
Kistler-Tiffany Companies
Pennsylvania
$5.5M -$42.9K -156 -0.8%
Franklin Resources
421
Franklin Resources
California
$5.48M -$99.1K -360 -2%
Neuberger Berman Group
422
Neuberger Berman Group
New York
$5.47M -$12M -43,462 -69%
FFM
423
Forum Financial Management
Illinois
$5.45M -$60K -218 -1%
HCA
424
Harbour Capital Advisors
Virginia
$5.45M -$165K -600 -3%
MA
425
Mutual Advisors
Nebraska
$5.43M +$402K +1,460 +8%
15 16
17
18 19