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iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

1,761 hedge funds and large institutions have $53B invested in iShares Russell 1000 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 528 increasing their positions, 683 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,761
Holders Change
+72
Holders Change %
+4.26%
% of All Funds
27.77%
Holding in Top 10
186
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+8.14%
% of All Funds
2.93%
New
144
Increased
528
Reduced
683
Closed
54
Calls
$110M
Puts
$42.5M
Net Calls
+$67.4M
Net Calls Change
+$10.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$373M
2
CM
Churchill Management
California
+$186M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$169M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$85.8M
5
Cerity Partners
Cerity Partners
New York
+$67.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$453M
2
Bank of America
Bank of America
North Carolina
-$312M
3
Morgan Stanley
Morgan Stanley
New York
-$252M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$243M
5
SW
SVB Wealth
Massachusetts
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
JF
476
JSF Financial
California
$4.35M -$359K -1,306 -8%
AWA
477
Alta Wealth Advisors
Massachusetts
$4.33M -$11.8K -43 -0.3%
CCM
478
Canal Capital Management
Virginia
$4.26M -$30.5K -111 -0.7%
PIA
479
Perennial Investment Advisors
California
$4.25M +$18.7K +68 +0.4%
IWM
480
IHT Wealth Management
Illinois
$4.24M +$384K +1,396 +10%
D
481
Dentgroup
Louisiana
$4.22M +$361K +1,311 +9%
Macquarie Group
482
Macquarie Group
Australia
$4.2M +$618K +2,244 +17%
GLA
483
Great Lakes Advisors
Illinois
$4.14M -$369K -1,342 -8%
OPCM
484
Osborne Partners Capital Management
California
$4.13M -$8.26K -30 -0.2%
LNWWM
485
Laird Norton Wetherby Wealth Management
California
$4.13M – – –
CI
486
Conning Inc
Connecticut
$4.12M – – –
ZB
487
Zions Bancorporation
Utah
$4.08M -$553K -2,009 -12%
OSAM
488
O'Shaughnessy Asset Management
Connecticut
$4.07M -$816K -2,967 -17%
WFS
489
Widmann Financial Services
Maryland
$4.06M -$43.8K -159 -1%
MBTD
490
Mechanics Bank - Trust Department
California
$4.06M -$308K -1,120 -7%
EIP
491
Ellis Investment Partners
Pennsylvania
$4.06M -$3.58K -13 -0.1%
NEPWA
492
New England Private Wealth Advisors
Massachusetts
$4.04M +$657K +2,386 +19%
PP
493
Pegasus Partners
Wisconsin
$4.02M +$350K +1,273 +10%
ML
494
McAdam LLC
Pennsylvania
$3.99M -$123K -446 -3%
Wealth Enhancement Advisory Services
495
Wealth Enhancement Advisory Services
Minnesota
$3.93M -$530K -1,926 -12%
DCM
496
Dimension Capital Management
Florida
$3.93M +$354K +1,287 +10%
ASN
497
Advisory Services Network
Georgia
$3.93M +$223K +810 +6%
MFGP
498
Marshall Financial Group (Pennsylvania)
Pennsylvania
$3.93M -$61.9K -225 -2%
AWA
499
Amplius Wealth Advisors
Pennsylvania
$3.83M -$146K -531 -4%
BWA
500
BDO Wealth Advisors
Florida
$3.82M -$27.2K -99 -0.7%
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