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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
LB
601
Leo Brokerage
Texas
$2.63M -$216K -3,396 -8%
CIA
602
Capital Investment Advisors
Georgia
$2.62M -$48.1K -756 -2%
WWM
603
Western Wealth Management
Colorado
$2.61M +$72.7K +1,144 +3%
CWM
604
Cordatus Wealth Management
Pennsylvania
$2.61M +$2.41M +37,960 New
GC
605
GFG Capital
Florida
$2.6M +$23.4K +368 +2%
ZIM
606
Zacks Investment Management
Illinois
$2.6M -$197K -3,104 -8%
AWA
607
Arkadios Wealth Advisors
Georgia
$2.6M +$58.5K +920 +2%
MM
608
Meridian Management
Arkansas
$2.6M
SWM
609
Sendero Wealth Management
Texas
$2.59M -$111K -1,748 -4%
ETIA
610
Epic Trust Investment Advisors
Washington
$2.59M +$258K +4,052 +12%
CG
611
Caprock Group
Idaho
$2.57M -$62.6K -984 -3%
IAN
612
Integrated Advisors Network
Texas
$2.57M +$18.6K +292 +0.8%
LFGO
613
Legacy Financial Group (Oklahoma)
Oklahoma
$2.56M -$180K -2,836 -7%
ML
614
Mayport LLC
Massachusetts
$2.56M
GT
615
Glenview Trust
Kentucky
$2.55M -$74.8K -1,176 -3%
SCM
616
SOL Capital Management
Maryland
$2.53M
WA
617
Wealthstream Advisors
New York
$2.52M +$254 +4 +0%
VA
618
Valmark Advisers
Ohio
$2.52M -$46.8K -736 -2%
CA
619
Clearstead Advisors
Ohio
$2.52M +$240K +3,768 +11%
HCM
620
Howland Capital Management
Massachusetts
$2.51M -$61.3K -964 -3%
HWA
621
Hillcrest Wealth Advisors
New Jersey
$2.51M -$745K -11,720 -24%
CAC
622
Certified Advisory Corp
Florida
$2.51M +$24.7K +388 +1%
SCA
623
Stonebridge Capital Advisors
Minnesota
$2.48M +$66.6K +1,048 +3%
PFA
624
Pure Financial Advisors
California
$2.45M -$79.4K -1,248 -3%
BTI
625
Blue Trust Inc
Georgia
$2.44M -$151K -2,376 -6%

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.