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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
VCA
551
Verdence Capital Advisors
Maryland
$3.18M +$610K +9,600 +26%
ABC
552
Associated Banc-Corp
Wisconsin
$3.1M -$39.9K -628 -1%
SIG
553
Stonegate Investment Group
Alabama
$3.09M -$1.78K -28 -0.1%
WAP
554
Wealthcare Advisory Partners
Pennsylvania
$3.09M -$1.4M -22,004 -33%
FFWM
555
Future Financial Wealth Management
Ohio
$3.07M +$2.84M +44,688 New
LWCFA
556
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.07M +$28.7K +452 +1%
FWP
557
FAS Wealth Partners
Kansas
$3.04M -$7.12K -112 -0.3%
BFG
558
Baron Financial Group
New Jersey
$3.03M -$72.5K -1,140 -3%
SCP
559
Stevens Capital Partners
Nebraska
$3.02M +$2.8K +44 +0.1%
PI
560
PineBridge Investments
New York
$3.02M +$2.79M +43,828 New
CAG
561
Crestwood Advisors Group
Massachusetts
$2.98M -$80.1K -1,260 -3%
MSFS
562
Main Street Financial Solutions
Pennsylvania
$2.97M -$509 -8 -0%
AB
563
Atlas Brown
Kentucky
$2.97M -$24.2K -380 -0.9%
SHJ
564
Sharkey, Howes & Javer
Colorado
$2.95M -$179K -2,816 -6%
SFA
565
Sequoia Financial Advisors
Ohio
$2.95M +$141K +2,224 +5%
MFWP
566
Mosaic Family Wealth Partners
Missouri
$2.94M -$27.7K -436 -1%
DPI
567
Diversified Portfolios Inc
Michigan
$2.91M -$209K -3,284 -7%
ZIG
568
Zuckerman Investment Group
Illinois
$2.91M +$53.4K +840 +2%
HCA
569
Heck Capital Advisors
Wisconsin
$2.89M +$2.67M +42,000 New
VW
570
Vance Wealth
California
$2.88M -$54.4K -856 -2%
CWM
571
Calamos Wealth Management
Illinois
$2.88M -$38.9K -612 -1%
CAAS
572
Capital Asset Advisory Services
Michigan
$2.87M +$145K +2,284 +6%
GIM
573
Goelzer Investment Management
Indiana
$2.87M +$31.8K +500 +1%
TWP
574
Total Wealth Planning
Ohio
$2.86M -$25.2K -396 -0.9%
GWWM
575
Great Waters Wealth Management
Minnesota
$2.85M -$25.7K -404 -1%

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.