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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
CWP
526
CFM Wealth Partners
Texas
$3.42M -$305K -4,796 -9%
ES
527
Eagle Strategies
New York
$3.41M -$161K -2,536 -5%
IWP
528
Icon Wealth Partners
Texas
$3.4M -$27.7K -436 -0.9%
KFP
529
KMG Fiduciary Partners
Ohio
$3.38M -$547K -8,600 -15%
CCWM
530
Cassaday & Co Wealth Management
Virginia
$3.37M +$110K +1,736 +4%
MAM
531
McCarthy Asset Management
California
$3.36M -$110K -1,736 -3%
SWRP
532
Summit Wealth & Retirement Planning
California
$3.36M -$162K -2,548 -5%
BG
533
Bollard Group
Massachusetts
$3.36M +$4.58K +72 +0.1%
HS
534
Horan Securities
United States
$3.35M -$83.4K -1,312 -3%
PWM
535
Perigon Wealth Management
California
$3.33M +$166K +2,608 +6%
WAL
536
W Advisors LLC
Tennessee
$3.3M
MWP
537
MYCIO Wealth Partners
Pennsylvania
$3.3M +$5.34K +84 +0.2%
PFWA
538
Paces Ferry Wealth Advisors
Georgia
$3.29M -$48.8K -768 -2%
FA
539
Flagstar Advisors
New York
$3.28M -$552K -8,680 -15%
WBG
540
Wharton Business Group
Pennsylvania
$3.28M -$569K -8,940 -16%
KWM
541
Kingsview Wealth Management
Oregon
$3.25M +$209K +3,292 +7%
FT
542
Fiduciary Trust
Massachusetts
$3.24M -$245K -3,860 -8%
PVI
543
Pine Valley Investments
New Jersey
$3.24M -$12.2K -192 -0.4%
AWM
544
Axxcess Wealth Management
California
$3.23M +$213K +3,356 +8%
LC
545
Lavaca Capital
Texas
$3.22M
FFA
546
Founders Financial Alliance
North Carolina
$3.21M +$1.27K +20 +0%
LT
547
Legacy Trust
Michigan
$3.2M +$76.3K +1,200 +3%
MPPLM
548
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.2M +$2.96M +46,492 New
GG
549
GenWealth Group
New Jersey
$3.2M -$55.7K -876 -2%
PPC
550
Park Place Capital
Alabama
$3.18M -$107K -1,680 -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.