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iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

1,689 hedge funds and large institutions have $46.7B invested in iShares Russell 1000 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 479 increasing their positions, 722 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,689
Holders Change
+5
Holders Change %
+0.3%
% of All Funds
27.03%
Holding in Top 10
172
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+8.18%
% of All Funds
2.75%
New
120
Increased
479
Reduced
722
Closed
82
Calls
$85.8M
Puts
$28.4M
Net Calls
+$57.4M
Net Calls Change
+$36M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$408M
2
CM
Churchill Management
California
$198M
3
Cerity Partners
Cerity Partners
New York
$181M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$388M
5
BlackRock
BlackRock
New York
$373M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$8.42B
2
Polen Capital Management
Polen Capital Management
Florida
$33.5M
3
AllianceBernstein
AllianceBernstein
Tennessee
$51.4M
4
CAM
Cresset Asset Management
Illinois
$63.8M
5
Morgan Stanley
Morgan Stanley
New York
$5.13B
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
626
Monograph Wealth Advisors
California
$2.13M – – –
QPWM
627
Quadrant Private Wealth Management
Pennsylvania
$2.12M -$370K -1,514 -15%
CWM
628
Congress Wealth Management
Massachusetts
$2.11M -$8.84M -36,196 -81%
OWM
629
Olympus Wealth Management
Utah
$2.11M -$1.68M -6,894 -44%
FNT
630
First National Trust
Pennsylvania
$2.11M -$361K -1,479 -15%
VCP
631
Vista Capital Partners
Oregon
$2.11M -$12.5K -51 -0.6%
AL
632
Aspiriant LLC
California
$2.1M +$55K +225 +3%
BTWM
633
Baker Tilly Wealth Management
Wisconsin
$2.08M +$883K +3,612 +74%
OFG
634
Oxford Financial Group
Indiana
$2.08M – – –
SG Americas Securities
635
SG Americas Securities
New York
$2.06M -$3.18K -13 -0.2%
ETIA
636
Epic Trust Investment Advisors
Washington
$2.05M +$118K +481 +6%
AF
637
Advisornet Financial
Minnesota
$2.05M +$37.4K +153 +2%
LIM
638
Leavell Investment Management
Alabama
$2.05M +$130K +533 +7%
SGA
639
Sustainable Growth Advisers
Connecticut
$2.05M -$9.73M -39,796 -83%
AP
640
Americana Partners
Texas
$2.05M -$974K -3,985 -32%
WS
641
Wedbush Securities
California
$2.04M +$22K +90 +1%
OMC
642
Old Mission Capital
Illinois
$2.04M +$2.04M +8,349 New
MWM
643
Meridian Wealth Management
Kentucky
$2.03M +$53.3K +218 +3%
JHCP
644
Jackson Hole Capital Partners
Oklahoma
$2.03M +$977 +4 +0%
JPG
645
Jordan Park Group
California
$2.03M +$2.03M +8,308 New
CA
646
Crewe Advisors
Utah
$2.03M +$114K +468 +6%
EFS
647
Essex Financial Services
Connecticut
$2.02M +$127K +521 +7%
PCIA
648
Prime Capital Investment Advisors
Kansas
$2.01M -$948K -3,880 -32%
TFO
649
Tarbox Family Office
California
$2.01M – – –
KF
650
Krilogy Financial
Missouri
$2.01M -$41K -168 -2%
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