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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 %
ES
526
Eagle Strategies
New York
$3.41M -$174K -634 -5%
IWP
527
Icon Wealth Partners
Texas
$3.4M -$30K -109 -0.9%
KFP
528
KMG Fiduciary Partners
Ohio
$3.38M -$592K -2,150 -15%
CCWM
529
Cassaday & Co Wealth Management
Virginia
$3.37M +$119K +434 +4%
MAM
530
McCarthy Asset Management
California
$3.36M -$119K -434 -3%
SWRP
531
Summit Wealth & Retirement Planning
California
$3.36M -$175K -637 -5%
BG
532
Bollard Group
Massachusetts
$3.36M +$4.95K +18 +0.1%
HS
533
Horan Securities
United States
$3.35M -$90.3K -328 -3%
PWM
534
Perigon Wealth Management
California
$3.33M +$179K +652 +6%
WAL
535
W Advisors LLC
Tennessee
$3.3M – – –
MWP
536
MYCIO Wealth Partners
Pennsylvania
$3.3M +$5.78K +21 +0.2%
PFWA
537
Paces Ferry Wealth Advisors
Georgia
$3.29M -$52.8K -192 -2%
FA
538
Flagstar Advisors
New York
$3.28M -$597K -2,170 -15%
WBG
539
Wharton Business Group
Pennsylvania
$3.28M -$615K -2,235 -16%
KWM
540
Kingsview Wealth Management
Oregon
$3.25M +$226K +823 +7%
FT
541
Fiduciary Trust
Massachusetts
$3.24M -$266K -965 -8%
PVI
542
Pine Valley Investments
New Jersey
$3.24M -$13.2K -48 -0.4%
AWM
543
Axxcess Wealth Management
California
$3.23M +$231K +839 +8%
LC
544
Lavaca Capital
Texas
$3.22M – – –
FFA
545
Founders Financial Alliance
North Carolina
$3.21M +$1.38K +5 +0%
LT
546
Legacy Trust
Michigan
$3.2M +$82.6K +300 +3%
MPPLM
547
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.2M +$3.2M +11,623 New
GG
548
GenWealth Group
New Jersey
$3.2M -$60.3K -219 -2%
PPC
549
Park Place Capital
Alabama
$3.18M -$116K -420 -4%
VCA
550
Verdence Capital Advisors
Maryland
$3.18M +$660K +2,400 +26%
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