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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 %
FCM
501
Family Capital Management
Michigan
$3.8M +$26.4K +96 +0.7%
SYBT
502
Stock Yards Bank & Trust
Kentucky
$3.8M +$206K +748 +6%
PMG
503
ProVise Management Group
Florida
$3.8M -$135K -490 -3%
1IA
504
1834 Investment Advisors
Wisconsin
$3.74M -$544K -1,977 -13%
LCWP
505
Legacy Capital Wealth Partners
Arkansas
$3.73M -$6.42M -23,328 -63%
NC
506
NovaPoint Capital
Georgia
$3.73M +$2.08M +7,545 +126%
LTL
507
Lowery Thomas LLC
California
$3.71M +$5.23K +19 +0.1%
MAA
508
Matrix Asset Advisors
New York
$3.7M +$385K +1,400 +12%
CB
509
Cadence Bank
Mississippi
$3.7M -$237K -861 -6%
FDCC
510
Foster Dykema Cabot & Co
Massachusetts
$3.66M -$5.78K -21 -0.2%
AF
511
Affiance Financial
Minnesota
$3.63M +$506K +1,837 +16%
CPC
512
Consolidated Planning Corp
Georgia
$3.61M -$11.8K -43 -0.3%
HIA
513
Harbor Investment Advisory
Maryland
$3.6M +$13.8K +50 +0.4%
NFW
514
Noble Family Wealth
Florida
$3.59M -$2.2K -8 -0.1%
SFWC
515
Strategic Family Wealth Counselors
New Jersey
$3.58M +$33.6K +122 +0.9%
MMA
516
Miracle Mile Advisors
California
$3.53M +$127K +463 +4%
PCIA
517
Prime Capital Investment Advisors
Kansas
$3.52M +$1.26M +4,578 +56%
DAS
518
Dynamic Advisor Solutions
Arizona
$3.52M -$85.3K -310 -2%
ACA
519
Affinity Capital Advisors
California
$3.5M -$84.2K -306 -2%
SPC
520
Sigma Planning Corp
Michigan
$3.49M +$39.4K +143 +1%
LFG
521
Larson Financial Group
Missouri
$3.44M -$159K -578 -4%
PWPS
522
Pinnacle Wealth Planning Services
Ohio
$3.42M -$157K -572 -4%
MIM
523
MTM Investment Management
South Carolina
$3.42M +$54.5K +198 +2%
SIC
524
Sigma Investment Counselors
Michigan
$3.42M – – –
CWP
525
CFM Wealth Partners
Texas
$3.42M -$330K -1,199 -9%
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