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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
SVWAG
401
Sound View Wealth Advisors Group
Georgia
$7.01M -$179K -2,536 -3%
CHC
402
City Holding Co
West Virginia
$7M +$37.9K +536 +0.6%
AA
403
Ancora Advisors
Ohio
$6.93M +$1.84M +26,044 +40%
OSAM
404
O'Shaughnessy Asset Management
Connecticut
$6.92M +$70.7K +1,000 +1%
CV
405
Counterweight Ventures
North Carolina
$6.88M +$6.42M +90,760 New
AG
406
AlTi Global
New York
$6.85M +$6.39M +90,428 New
EP
407
EPIQ Partners
Minnesota
$6.83M -$45K -636 -0.7%
Legal & General Group
408
Legal & General Group
United Kingdom
$6.79M +$3.54M +50,124 +127%
GIA
409
Gladstone Institutional Advisory
Florida
$6.77M -$26.9K -380 -0.4%
AWM
410
Axxcess Wealth Management
California
$6.73M +$920K +13,008 +17%
PG
411
Patten Group
Tennessee
$6.72M -$70.2K -992 -1%
SI
412
Saxon Interests
Texas
$6.67M +$6.23M +88,044 New
EWM
413
EPG Wealth Management
Georgia
$6.65M -$57.4K -812 -1%
SCA
414
Snowden Capital Advisors
New York
$6.63M +$541K +7,656 +10%
GSIS
415
Global Strategic Investment Solutions
Arizona
$6.58M +$8.2K +116 +0.1%
FNBT
416
FineMark National Bank & Trust
Florida
$6.57M +$144K +2,040 +2%
RA
417
Ruggaard & Associates
Ohio
$6.51M +$375K +5,304 +7%
CTC
418
Central Trust Company
Missouri
$6.48M -$127K -1,796 -2%
GBT
419
Grove Bank & Trust
Florida
$6.48M +$73.5K +1,040 +1%
GC
420
Gratus Capital
Georgia
$6.46M -$309K -4,364 -5%
MSWMA
421
Market Street Wealth Management Advisors
Indiana
$6.44M -$182K -2,580 -3%
TCWM
422
Total Clarity Wealth Management
Illinois
$6.41M +$269K +3,800 +5%
AWA
423
Aaron Wealth Advisors
Illinois
$6.4M -$1.13K -16 -0%
SHWM
424
Smith & Howard Wealth Management
Georgia
$6.31M -$72.1K -1,020 -1%
NAM
425
NTV Asset Management
West Virginia
$6.27M +$283 +4 +0%

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.