We are live on ! Find out more
IWF icon

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
ABC
576
Associated Banc-Corp
Wisconsin
$3.56M +$137K +1,932 +4%
OIS
577
Okabena Investment Services
Minnesota
$3.55M +$3.31M +46,804 New
PPC
578
Park Place Capital
Alabama
$3.53M +$88.5K +1,252 +3%
PWPS
579
Pinnacle Wealth Planning Services
Ohio
$3.53M -$120K -1,700 -4%
FFA
580
Founders Financial Alliance
North Carolina
$3.52M -$11.6K -164 -0.4%
SWRP
581
Summit Wealth & Retirement Planning
California
$3.52M -$200K -2,832 -6%
SCP
582
Stevens Capital Partners
Nebraska
$3.52M +$146K +2,068 +5%
FFWM
583
Future Financial Wealth Management
Ohio
$3.52M +$43K +608 +1%
MBTD
584
Mechanics Bank - Trust Department
California
$3.51M -$779K -11,020 -19%
SIC
585
Sigma Investment Counselors
Michigan
$3.51M -$160K -2,256 -5%
PFWA
586
Paces Ferry Wealth Advisors
Georgia
$3.5M -$33.7K -476 -1%
LA
587
Legacy Advisors
Pennsylvania
$3.48M -$225K -3,180 -6%
WAP
588
Wealthcare Advisory Partners
Pennsylvania
$3.47M +$50.9K +720 +2%
MAM
589
McCarthy Asset Management
California
$3.47M -$14.7K -208 -0.5%
CCWM
590
Cassaday & Co Wealth Management
Virginia
$3.45M -$262K -3,704 -8%
CW
591
Channel Wealth
California
$3.43M +$3.2M +45,248 New
KFP
592
KMG Fiduciary Partners
Ohio
$3.42M -$70.2K -992 -2%
SIG
593
Stonegate Investment Group
Alabama
$3.41M
CAG
594
Crestwood Advisors Group
Massachusetts
$3.39M -$1.9M -26,876 -38%
AWMNH
595
Arcadia Wealth Management (New Hampshire)
New Hampshire
$3.34M -$4.91M -69,372 -61%
WBG
596
Wharton Business Group
Pennsylvania
$3.32M +$4.24K +60 +0.1%
MSFS
597
Main Street Financial Solutions
Pennsylvania
$3.29M +$15.8K +224 +0.5%
WH
598
Willner & Heller
California
$3.28M +$3.06M +43,340 New
GG
599
GenWealth Group
New Jersey
$3.27M -$71.8K -1,016 -2%
UWM
600
USAdvisors Wealth Management
Minnesota
$3.25M +$40.2K +568 +1%

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.