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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
BWM
526
Baystate Wealth Management
Massachusetts
$4.32M -$690K -9,760 -15%
LNWWM
527
Laird Norton Wetherby Wealth Management
California
$4.2M -$53.7K -760 -1%
EIA
528
Eldridge Investment Advisors
New Hampshire
$4.19M +$2.71M +38,392 +227%
1IA
529
1834 Investment Advisors
Wisconsin
$4.18M -$45.5K -644 -1%
AWA
530
Amplius Wealth Advisors
Pennsylvania
$4.17M
WFS
531
Widmann Financial Services
Maryland
$4.17M -$164K -2,320 -4%
ML
532
McAdam LLC
Pennsylvania
$4.16M -$172K -2,428 -4%
NS
533
NBC Securities
Alabama
$4.13M
SWA
534
Stratos Wealth Advisors
Ohio
$4.11M +$2.02M +28,592 +111%
BW
535
Bison Wealth
Georgia
$4.1M +$1.48M +20,948 +63%
CPC
536
Consolidated Planning Corp
Georgia
$4.06M -$87.7K -1,240 -2%
Nomura Asset Management
537
Nomura Asset Management
Japan
$4.05M +$481K +6,800 +15%
MMG
538
Monetary Management Group
Missouri
$4.05M -$736K -10,412 -16%
PMG
539
ProVise Management Group
Florida
$4.04M -$73.3K -1,036 -2%
AWA
540
Alta Wealth Advisors
Massachusetts
$4.03M -$674K -9,532 -15%
SFWC
541
Strategic Family Wealth Counselors
New Jersey
$4.03M +$22.6K +320 +0.6%
D
542
Dentgroup
Louisiana
$4.01M +$346K +4,888 +10%
Simplex Trading
543
Simplex Trading
Illinois
$4M -$2.4M -33,920 -39%
CB
544
Cadence Bank
Mississippi
$3.99M -$129K -1,824 -3%
HIA
545
Harbor Investment Advisory
Maryland
$3.98M +$6.51K +92 +0.2%
VCA
546
Verdence Capital Advisors
Maryland
$3.96M -$241K -3,412 -6%
MW
547
Marcum Wealth
Ohio
$3.95M +$333K +4,716 +10%
MCM
548
MidAtlantic Capital Management
Virginia
$3.93M +$3.66M +51,824 New
PIA
549
Perennial Investment Advisors
California
$3.92M -$692K -9,788 -16%
MFGP
550
Marshall Financial Group (Pennsylvania)
Pennsylvania
$3.91M -$58.3K -824 -2%

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.