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iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

1,761 hedge funds and large institutions have $53B invested in iShares Russell 1000 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 528 increasing their positions, 683 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,761
Holders Change
+72
Holders Change %
+4.26%
% of All Funds
27.77%
Holding in Top 10
186
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+8.14%
% of All Funds
2.93%
New
144
Increased
528
Reduced
683
Closed
54
Calls
$110M
Puts
$42.5M
Net Calls
+$67.4M
Net Calls Change
+$10.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$373M
2
CM
Churchill Management
California
+$186M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$169M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$85.8M
5
Cerity Partners
Cerity Partners
New York
+$67.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$453M
2
Bank of America
Bank of America
North Carolina
-$312M
3
Morgan Stanley
Morgan Stanley
New York
-$252M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$243M
5
SW
SVB Wealth
Massachusetts
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
JJBC
626
James J. Burns & Company
New York
$2.43M -$218K -793 -8%
FWM
627
Fairhaven Wealth Management
Illinois
$2.4M +$2.4M +8,732 New
AAS
628
Annex Advisory Services
Wisconsin
$2.4M -$1.1K -4 -0%
MWA
629
Monograph Wealth Advisors
California
$2.4M – – –
LIM
630
Leavell Investment Management
Alabama
$2.39M +$85.6K +311 +4%
AL
631
Aspiriant LLC
California
$2.39M +$30K +109 +1%
EFS
632
Essex Financial Services
Connecticut
$2.36M +$82.3K +299 +4%
VCP
633
Vista Capital Partners
Oregon
$2.35M -$23.9K -87 -1%
BTWM
634
Baker Tilly Wealth Management
Wisconsin
$2.34M +$550 +2 +0%
CFG
635
Cooper Financial Group
California
$2.34M -$125K -453 -5%
OFG
636
Oxford Financial Group
Indiana
$2.34M – – –
SG Americas Securities
637
SG Americas Securities
New York
$2.32M – – –
IAIM
638
International Assets Investment Management
Florida
$2.31M +$739K +2,684 +47%
JHCP
639
Jackson Hole Capital Partners
Oklahoma
$2.29M +$550 +2 +0%
JPG
640
Jordan Park Group
California
$2.29M – – –
CA
641
Crewe Advisors
Utah
$2.28M – – –
Empower Advisory Group
642
Empower Advisory Group
Colorado
$2.26M -$258K -939 -10%
VOYA Investment Management
643
VOYA Investment Management
Georgia
$2.25M -$1.01M -3,674 -31%
MWM
644
Merriman Wealth Management
Washington
$2.25M +$947K +3,441 +73%
FAIM
645
Financial Advocates Investment Management
Washington
$2.25M -$398K -1,446 -15%
MC
646
Middleton & Co
Massachusetts
$2.23M -$15.1K -55 -0.7%
FRA
647
Frank Rimerman Advisors
California
$2.23M +$172K +624 +8%
EWMCB
648
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.23M -$305K -1,109 -12%
Fisher Asset Management
649
Fisher Asset Management
Washington
$2.21M +$546K +1,983 +33%
KFA
650
Kapstone Financial Advisors
Ohio
$2.21M -$7.95K -28 -0.4%
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