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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
BWA
501
BDO Wealth Advisors
Florida
$3.82M -$25.2K -396 -0.7%
FCM
502
Family Capital Management
Michigan
$3.8M +$24.4K +384 +0.7%
SYBT
503
Stock Yards Bank & Trust
Kentucky
$3.8M +$190K +2,992 +6%
PMG
504
ProVise Management Group
Florida
$3.8M -$125K -1,960 -3%
1IA
505
1834 Investment Advisors
Wisconsin
$3.74M -$503K -7,908 -13%
LCWP
506
Legacy Capital Wealth Partners
Arkansas
$3.73M -$5.93M -93,312 -63%
NC
507
NovaPoint Capital
Georgia
$3.73M +$1.92M +30,180 +126%
LTL
508
Lowery Thomas LLC
California
$3.71M +$4.83K +76 +0.1%
MAA
509
Matrix Asset Advisors
New York
$3.7M +$356K +5,600 +12%
CB
510
Cadence Bank
Mississippi
$3.7M -$219K -3,444 -6%
FDCC
511
Foster Dykema Cabot & Co
Massachusetts
$3.66M -$5.34K -84 -0.2%
AF
512
Affiance Financial
Minnesota
$3.63M +$467K +7,348 +16%
CPC
513
Consolidated Planning Corp
Georgia
$3.61M -$10.9K -172 -0.3%
HIA
514
Harbor Investment Advisory
Maryland
$3.6M +$12.7K +200 +0.4%
NFW
515
Noble Family Wealth
Florida
$3.59M -$2.04K -32 -0.1%
SFWC
516
Strategic Family Wealth Counselors
New Jersey
$3.58M +$31K +488 +0.9%
MMA
517
Miracle Mile Advisors
California
$3.53M +$118K +1,852 +4%
PCIA
518
Prime Capital Investment Advisors
Kansas
$3.52M +$1.16M +18,312 +56%
DAS
519
Dynamic Advisor Solutions
Arizona
$3.52M -$78.9K -1,240 -2%
ACA
520
Affinity Capital Advisors
California
$3.5M -$77.8K -1,224 -2%
SPC
521
Sigma Planning Corp
Michigan
$3.49M +$36.4K +572 +1%
LFG
522
Larson Financial Group
Missouri
$3.44M -$147K -2,312 -4%
PWPS
523
Pinnacle Wealth Planning Services
Ohio
$3.42M -$145K -2,288 -4%
MIM
524
MTM Investment Management
South Carolina
$3.42M +$50.4K +792 +2%
SIC
525
Sigma Investment Counselors
Michigan
$3.42M

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.