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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
Stifel Financial
26
Stifel Financial
Missouri
$375M +$26.1M +411,060 +8%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$344M -$7.62M -119,884 -2%
US Bancorp
28
US Bancorp
Minnesota
$305M -$4.42M -69,536 -2%
HighTower Advisors
29
HighTower Advisors
Illinois
$291M +$20.9M +329,368 +8%
Osaic Holdings
30
Osaic Holdings
Arizona
$257M -$306K -4,816 -0.1%
Cerity Partners
31
Cerity Partners
New York
$225M +$62.3M +979,020 +43%
Corient Private Wealth
32
Corient Private Wealth
Florida
$219M -$2.95M -46,440 -1%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$216M +$79.3M +1,247,548 +66%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$214M +$7.45M +117,080 +4%
WPW
35
Waldron Private Wealth
Pennsylvania
$205M -$7.09M -111,444 -4%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$194M -$13.5M -212,380 -7%
Citigroup
37
Citigroup
New York
$188M -$14.3M -225,344 -8%
CAN
38
Cetera Advisor Networks
California
$187M +$22.3M +350,728 +15%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$182M -$1.09M -17,172 -0.6%
SW
40
SVB Wealth
Massachusetts
$181M -$137M -2,156,564 -45%
1SB
41
1ST Source Bank
Indiana
$171M +$1.57M +24,632 +1%
Prudential Financial
42
Prudential Financial
New Jersey
$161M -$35.8M -562,200 -19%
CIBC Private Wealth Group
43
CIBC Private Wealth Group
Georgia
$156M +$5.17M +81,332 +4%
WSTAM
44
Wilbanks Smith & Thomas Asset Management
Virginia
$150M -$4.37M -68,728 -3%
RFC
45
Regions Financial Corp
Alabama
$147M -$8.1M -127,360 -6%
Mariner
46
Mariner
Kansas
$146M +$6.22M +97,792 +5%
MML Investors Services
47
MML Investors Services
Massachusetts
$143M +$11.5M +180,072 +9%
CB
48
Commerce Bank
Missouri
$137M -$6.44M -101,216 -5%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$135M +$703K +11,048 +0.6%
SWPG
50
Strategic Wealth Partners Group
Illinois
$132M +$5.15M +81,048 +4%

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.