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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
CFS
626
CRA Financial Services
New Jersey
$2.43M -$30.8K -484 -1%
JJBC
627
James J. Burns & Company
New York
$2.43M -$202K -3,172 -8%
FWM
628
Fairhaven Wealth Management
Illinois
$2.4M +$2.22M +34,928 New
AAS
629
Annex Advisory Services
Wisconsin
$2.4M -$1.02K -16 -0%
MWA
630
Monograph Wealth Advisors
California
$2.4M
LIM
631
Leavell Investment Management
Alabama
$2.39M +$79.1K +1,244 +4%
AL
632
Aspiriant LLC
California
$2.39M +$27.7K +436 +1%
EFS
633
Essex Financial Services
Connecticut
$2.36M +$76.1K +1,196 +4%
VCP
634
Vista Capital Partners
Oregon
$2.35M -$22.1K -348 -1%
BTWM
635
Baker Tilly Wealth Management
Wisconsin
$2.34M +$509 +8 +0%
CFG
636
Cooper Financial Group
California
$2.34M -$115K -1,812 -5%
OFG
637
Oxford Financial Group
Indiana
$2.34M
SG Americas Securities
638
SG Americas Securities
New York
$2.32M
IAIM
639
International Assets Investment Management
Florida
$2.31M +$683K +10,736 +47%
JHCP
640
Jackson Hole Capital Partners
Oklahoma
$2.29M +$509 +8 +0%
JPG
641
Jordan Park Group
California
$2.29M
CA
642
Crewe Advisors
Utah
$2.28M
Empower Advisory Group
643
Empower Advisory Group
Colorado
$2.26M -$239K -3,756 -10%
VOYA Investment Management
644
VOYA Investment Management
Georgia
$2.25M -$935K -14,696 -31%
MWM
645
Merriman Wealth Management
Washington
$2.25M +$875K +13,764 +73%
FAIM
646
Financial Advocates Investment Management
Washington
$2.25M -$368K -5,784 -15%
MC
647
Middleton & Co
Massachusetts
$2.23M -$14K -220 -0.7%
FRA
648
Frank Rimerman Advisors
California
$2.23M +$159K +2,496 +8%
EWMCB
649
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.23M -$282K -4,436 -12%
Fisher Asset Management
650
Fisher Asset Management
Washington
$2.21M +$504K +7,932 +33%

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.