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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
BWA
451
Beam Wealth Advisors
Louisiana
$5.79M +$58.3K +824 +1%
DFS
452
Dixon Fnancial Services
California
$5.78M -$444K -6,272 -8%
CWP
453
CFM Wealth Partners
Texas
$5.77M +$961K +13,596 +22%
CWM
454
Chicago Wealth Management
Illinois
$5.76M +$5.37M +75,940 New
MWP
455
MYCIO Wealth Partners
Pennsylvania
$5.75M +$8.49K +120 +0.2%
WJA
456
Willis Johnson & Associates
Texas
$5.72M -$164K -2,316 -3%
BCM
457
BluePointe Capital Management
California
$5.71M +$5.33M +75,364 New
BRWA
458
B. Riley Wealth Advisors
Florida
$5.71M +$112K +1,588 +2%
CA
459
Cornerstone Advisory
Maryland
$5.69M -$43K -608 -0.8%
MA
460
Mutual Advisors
Nebraska
$5.68M -$99.9K -1,412 -2%
SHF
461
Stage Harbor Financial
Massachusetts
$5.67M +$5.29M +74,852 New
AA
462
Alesco Advisors
New York
$5.66M
HCA
463
Harbour Capital Advisors
Virginia
$5.63M -$134K -1,900 -2%
TWM
464
Tolleson Wealth Management
Texas
$5.61M -$393K -5,560 -7%
BFM
465
Boston Financial Management
Massachusetts
$5.58M -$156K -2,200 -3%
RCAG
466
Rehmann Capital Advisory Group
Michigan
$5.58M +$610K +8,620 +13%
PCIA
467
Prime Capital Investment Advisors
Kansas
$5.53M +$1.54M +21,824 +43%
FCP
468
Fidelis Capital Partners
Florida
$5.52M +$3.61M +51,016 +234%
CWA
469
Cornerstone Wealth Advisors
Minnesota
$5.5M -$638K -9,016 -11%
MCM
470
Mitchell Capital Management
Kansas
$5.43M -$263K -3,716 -5%
OC
471
Oarsman Capital
Wisconsin
$5.41M +$4.74M +67,016 +1,519%
CIS
472
Custom Index Systems
New York
$5.4M +$5.04M +71,296 New
FMWA
473
Forvis Mazars Wealth Advisors
Missouri
$5.38M -$132K -1,864 -3%
R
474
Rebalance
California
$5.38M -$72.4K -1,024 -1%
DFA
475
DHJJ Financial Advisors
Illinois
$5.33M -$61.9K -876 -1%

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.