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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
LBC
426
Lowe Brockenbrough & Co
Virginia
$6.24M -$504K -7,132 -8%
DWM
427
Denver Wealth Management
Colorado
$6.23M -$164K -2,324 -3%
WIA
428
Wetzel Investment Advisors
Indiana
$6.21M +$5.79M +81,932 New
SGA
429
Sustainable Growth Advisers
Connecticut
$6.21M +$3.72M +52,576 +179%
PA
430
Parallel Advisors
California
$6.19M -$24.9K -352 -0.4%
TWP
431
TFO Wealth Partners
Ohio
$6.15M -$163K -2,300 -3%
FFA
432
First Foundation Advisors
California
$6.12M -$1.34M -18,948 -19%
NG
433
Northstar Group
New York
$6.09M -$65.9K -932 -1%
AWA
434
Arete Wealth Advisors
Illinois
$6.09M +$4.14M +58,580 +269%
1WM
435
1900 Wealth Management
Texas
$6.09M +$178K +2,516 +3%
TFA
436
TPG Financial Advisors
Oregon
$6.04M -$315K -4,460 -5%
NB
437
Nicolet Bankshares
Wisconsin
$6.01M -$208K -2,948 -4%
PWA
438
Provenance Wealth Advisors
Florida
$5.96M +$3.96K +56 +0.1%
SLT
439
St Louis Trust
Missouri
$5.95M
LC
440
Landaas & Company
Wisconsin
$5.94M +$20.1K +284 +0.4%
GC
441
Garde Capital
Washington
$5.94M -$640K -9,052 -10%
NLP
442
Next Level Private
New York
$5.93M +$5.09K +72 +0.1%
CCM
443
Colorado Capital Management
Colorado
$5.91M -$290K -4,100 -5%
FFM
444
Forum Financial Management
Illinois
$5.91M -$79.8K -1,128 -1%
JWCA
445
J.W. Cole Advisors
Florida
$5.91M +$277K +3,920 +5%
FWTB
446
First Western Trust Bank
Colorado
$5.9M -$169K -2,396 -3%
X
447
Xponance
Pennsylvania
$5.85M -$1.81M -25,652 -25%
PGFC
448
Peapack-Gladstone Financial Corp
New Jersey
$5.82M -$847K -11,980 -13%
SYBT
449
Stock Yards Bank & Trust
Kentucky
$5.81M +$904K +12,784 +20%
BSHC
450
Breed's Hill Capital
Massachusetts
$5.81M +$5.42M +76,604 New

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.