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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
MA
426
Mutual Advisors
Nebraska
$5.43M +$371K +5,840 +8%
SLT
427
St Louis Trust
Missouri
$5.4M
ONB
428
Old National Bancorp
Indiana
$5.38M -$3.6M -56,664 -42%
WP
429
WealthShield Partners
North Carolina
$5.37M +$77.1K +1,212 +2%
Millennium Management
430
Millennium Management
New York
$5.35M -$4.26M -66,960 -46%
NLP
431
Next Level Private
New York
$5.33M -$46K -724 -0.9%
CW
432
CreativeOne Wealth
Kansas
$5.3M -$2.28M -35,932 -32%
CA
433
Cornerstone Advisory
Maryland
$5.29M -$126K -1,984 -3%
BFM
434
Boston Financial Management
Massachusetts
$5.24M -$362K -5,692 -7%
WJA
435
Willis Johnson & Associates
Texas
$5.23M -$264K -4,148 -5%
LC
436
Landaas & Company
Wisconsin
$5.22M +$249K +3,916 +5%
MCM
437
Mitchell Capital Management
Kansas
$5.2M -$59.5K -936 -1%
CSPIA
438
Cary Street Partners Investment Advisory
Virginia
$5.18M +$2.53M +39,740 +112%
BRWA
439
B. Riley Wealth Advisors
Florida
$5.17M -$121K -1,896 -2%
TFA
440
TPG Financial Advisors
Oregon
$5.17M +$73.8K +1,160 +2%
AA
441
Alesco Advisors
New York
$5.14M
SEI Investments
442
SEI Investments
Pennsylvania
$5.12M -$1.54M -24,228 -25%
AF
443
Apexium Financial
Texas
$5.11M -$6.11K -96 -0.1%
FMWA
444
Forvis Mazars Wealth Advisors
Missouri
$5.11M -$501K -7,880 -10%
JWCA
445
J.W. Cole Advisors
Florida
$5.1M -$44.5K -700 -0.9%
TA
446
Tiedemann Advisors
New York
$5.03M -$592K -9,308 -11%
BWM
447
Baystate Wealth Management
Massachusetts
$5.01M +$377K +5,932 +9%
Loomis, Sayles & Company
448
Loomis, Sayles & Company
Massachusetts
$4.99M
PA
449
Pinnacle Associates
New York
$4.99M +$58K +912 +1%
R
450
Rebalance
California
$4.95M -$236K -3,708 -5%

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.