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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
CWM
26
Circle Wealth Management
New Jersey
$391M +$1.13K +16 +0%
BlackRock
27
BlackRock
New York
$376M -$59.6M -842,272 -14%
HighTower Advisors
28
HighTower Advisors
Illinois
$352M +$2.89M +40,904 +0.9%
GI
29
GLOBALT Investments
Georgia
$351M +$327M +4,630,592 New
US Bancorp
30
US Bancorp
Minnesota
$344M -$6.43M -90,972 -2%
Prudential Financial
31
Prudential Financial
New Jersey
$277M +$114M +1,617,876 +79%
Osaic Holdings
32
Osaic Holdings
Arizona
$262M -$89.9M -1,271,744 -27%
Cerity Partners
33
Cerity Partners
New York
$252M +$11.9M +167,612 +5%
Corient Private Wealth
34
Corient Private Wealth
Florida
$241M -$95.9M -1,355,776 -30%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$237M +$2.42M +34,156 +1%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$232M -$8.88M -125,548 -4%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$225M +$5.14M +72,628 +3%
WPW
38
Waldron Private Wealth
Pennsylvania
$207M -$10M -141,524 -5%
Citigroup
39
Citigroup
New York
$206M +$8.37M +118,384 +5%
CAN
40
Cetera Advisor Networks
California
$204M -$4.15M -58,724 -2%
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$201M +$14.2M +200,996 +8%
Two Sigma Investments
42
Two Sigma Investments
New York
$190M +$64.5M +912,800 +57%
1SB
43
1ST Source Bank
Indiana
$184M -$2.84M -40,096 -2%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$183M -$11.9M -168,816 -7%
Comerica Bank
45
Comerica Bank
Texas
$181M -$2.1M -29,740 -1%
WSTAM
46
Wilbanks Smith & Thomas Asset Management
Virginia
$174M +$5.1M +72,136 +3%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$173M -$949K -13,424 -0.6%
JFGIW
48
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$171M +$52.3M +739,024 +49%
Mariner
49
Mariner
Kansas
$169M +$4.6M +64,988 +3%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$163M +$8.85M +125,096 +6%

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.