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
WWM
626
Western Wealth Management
Colorado
$3.03M +$89.7K +1,268 +3%
SHJ
627
Sharkey, Howes & Javer
Colorado
$3.03M
SMA
628
Sage Mountain Advisors
Georgia
$3.02M -$28.3K -400 -1%
TWP
629
Total Wealth Planning
Ohio
$3.01M -$132K -1,872 -4%
GWWM
630
Great Waters Wealth Management
Minnesota
$3M -$33.4K -472 -1%
BA
631
Brightwater Advisory
Florida
$3M +$2.8M +39,556 New
FAM
632
Fred Alger Management
New York
$3M +$2.54M +35,912 +987%
SWM
633
Sendero Wealth Management
Texas
$2.98M +$9.34K +132 +0.3%
BWCS
634
Beirne Wealth Consulting Services
Connecticut
$2.98M +$2.78M +39,332 New
CWM
635
Calamos Wealth Management
Illinois
$2.96M -$48.7K -688 -2%
WCA
636
Waypoint Capital Advisors
Minnesota
$2.96M
BP
637
BBR Partners
New York
$2.96M
GIM
638
Goelzer Investment Management
Indiana
$2.95M -$93.9K -1,328 -3%
FFA
639
Farther Finance Advisors
California
$2.95M +$2.46M +34,800 +855%
MOS
640
MGO One Seven
Ohio
$2.94M +$460K +6,504 +20%
CW
641
CreativeOne Wealth
Kansas
$2.92M +$788K +11,144 +41%
QCM
642
QRG Capital Management
Illinois
$2.91M +$882K +12,476 +48%
CF
643
Corrigan Financial
Rhode Island
$2.91M
CFO
644
Custos Family Office
Texas
$2.91M +$1.45M +20,548 +115%
TWA
645
Talisman Wealth Advisors
New Jersey
$2.9M +$406K +5,736 +18%
CG
646
Caprock Group
Idaho
$2.89M +$56.6K +800 +2%
WDG
647
Wealth Dimensions Group
Ohio
$2.89M -$132K -1,860 -5%
LFGO
648
Legacy Financial Group (Oklahoma)
Oklahoma
$2.89M +$84.6K +1,196 +3%
WB
649
WesBanco Bank
West Virginia
$2.88M -$110K -1,552 -4%
TCM
650
Towercrest Capital Management
Pennsylvania
$2.87M -$78.9K -1,116 -3%

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.