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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
ARG
476
Advisory Resource Group
Oklahoma
$4.36M -$65.4K -1,028 -2%
JF
477
JSF Financial
California
$4.35M -$332K -5,224 -8%
AWA
478
Alta Wealth Advisors
Massachusetts
$4.33M -$10.9K -172 -0.3%
CCM
479
Canal Capital Management
Virginia
$4.26M -$28.2K -444 -0.7%
PIA
480
Perennial Investment Advisors
California
$4.25M +$17.3K +272 +0.4%
IWM
481
IHT Wealth Management
Illinois
$4.24M +$355K +5,584 +10%
D
482
Dentgroup
Louisiana
$4.22M +$333K +5,244 +9%
Macquarie Group
483
Macquarie Group
Australia
$4.2M +$571K +8,976 +17%
GLA
484
Great Lakes Advisors
Illinois
$4.14M -$341K -5,368 -8%
OPCM
485
Osborne Partners Capital Management
California
$4.13M -$7.63K -120 -0.2%
LNWWM
486
Laird Norton Wetherby Wealth Management
California
$4.13M
CI
487
Conning Inc
Connecticut
$4.12M
ZB
488
Zions Bancorporation
Utah
$4.08M -$511K -8,036 -12%
OSAM
489
O'Shaughnessy Asset Management
Connecticut
$4.07M -$755K -11,868 -17%
WFS
490
Widmann Financial Services
Maryland
$4.06M -$40.4K -636 -1%
MBTD
491
Mechanics Bank - Trust Department
California
$4.06M -$285K -4,480 -7%
EIP
492
Ellis Investment Partners
Pennsylvania
$4.06M -$3.31K -52 -0.1%
NEPWA
493
New England Private Wealth Advisors
Massachusetts
$4.04M +$607K +9,544 +19%
PP
494
Pegasus Partners
Wisconsin
$4.02M +$324K +5,092 +10%
ML
495
McAdam LLC
Pennsylvania
$3.99M -$113K -1,784 -3%
Wealth Enhancement Advisory Services
496
Wealth Enhancement Advisory Services
Minnesota
$3.93M -$490K -7,704 -12%
DCM
497
Dimension Capital Management
Florida
$3.93M +$327K +5,148 +10%
ASN
498
Advisory Services Network
Georgia
$3.93M +$206K +3,240 +6%
MFGP
499
Marshall Financial Group (Pennsylvania)
Pennsylvania
$3.93M -$57.2K -900 -2%
AWA
500
Amplius Wealth Advisors
Pennsylvania
$3.83M -$135K -2,124 -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.