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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
FA
476
Financial Advisors
Massachusetts
$5.28M -$60K -848 -1%
AWM
477
Apollon Wealth Management
South Carolina
$5.27M +$573K +8,108 +13%
KWM
478
Kingsview Wealth Management
Oregon
$5.24M +$709K +10,024 +17%
ITIM
479
Indiana Trust & Investment Management
Indiana
$5.2M
O3W
480
Omni 360 Wealth
New Jersey
$5.18M +$4.84M +68,392 New
CWA
481
CJM Wealth Advisers
Virginia
$5.17M +$73.5K +1,040 +2%
PFG
482
PAX Financial Group
Texas
$5.15M -$912K -12,900 -17%
AIM
483
Avity Investment Management
Connecticut
$5.14M -$3.11K -44 -0.1%
TBWA
484
Three Bridge Wealth Advisors
California
$5.14M +$52.3K +740 +1%
NCM
485
Next Capital Management
New York
$5.13M +$20.1K +284 +0.4%
OS
486
Objectivity Squared
South Carolina
$5.13M +$4.78M +67,628 New
DAS
487
Dynamic Advisor Solutions
Arizona
$5.12M +$1.31M +18,468 +36%
PA
488
Pinnacle Associates
New York
$5.11M -$145K -2,044 -3%
PPWP
489
Premier Path Wealth Partners
New Jersey
$5.1M +$4.76M +67,280 New
WC
490
Wexford Capital
Florida
$5.09M +$4.75M +67,216 New
BCM
491
Brookstone Capital Management
Illinois
$5.08M -$284K -4,012 -6%
TNA
492
True North Advisors
Texas
$5.07M -$51.8K -732 -1%
OWM
493
Opes Wealth Management
California
$5.06M -$768K -10,864 -14%
RFWA
494
RPg Family Wealth Advisory
Massachusetts
$5.02M +$313K +4,420 +7%
SF
495
Summit Financial
New Jersey
$4.99M -$231K -3,264 -5%
MC
496
Mathes Company
New York
$4.96M
TLA
497
Tanglewood Legacy Advisors
Texas
$4.94M +$1.41K +20 +0%
Mirae Asset Global Investments
498
Mirae Asset Global Investments
South Korea
$4.93M +$4.6M +65,080 New
IA
499
IFG Advisory
Georgia
$4.93M -$217K -3,072 -5%
ARG
500
Advisory Resource Group
Oklahoma
$4.87M +$20.1K +284 +0.4%

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.