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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 %
CA
651
Clearstead Advisors
Ohio
$2.01M – – –
EWA
652
Etesian Wealth Advisors
Oregon
$2M -$97.5K -399 -5%
TCWM
653
Total Clarity Wealth Management
Illinois
$2M -$2.44K -10 -0.1%
MC
654
Middleton & Co
Massachusetts
$2M – – –
GA
655
Greenspring Advisors
Maryland
$1.98M – – –
CWP
656
Cyndeo Wealth Partners
Florida
$1.97M +$109K +446 +6%
Chevy Chase Trust
657
Chevy Chase Trust
Maryland
$1.96M +$844K +3,455 +76%
AWM
658
Avitas Wealth Management
California
$1.95M -$31.3K -128 -2%
RWP
659
Revolve Wealth Partners
New Jersey
$1.94M -$167K -685 -8%
KFA
660
Kapstone Financial Advisors
Ohio
$1.92M -$3.92K -16 -0.2%
CP
661
Castleview Partners
Texas
$1.9M +$977 +4 +0.1%
AWS
662
AJ Wealth Strategies
New York
$1.87M -$838K -3,430 -31%
ACM
663
Alamar Capital Management
California
$1.87M +$531K +2,174 +40%
CPIG
664
Chicago Partners Investment Group
Illinois
$1.86M -$14.6K -60 -0.8%
UBS AM
665
UBS AM
Illinois
$1.86M +$1.54M +6,300 +485%
MFG
666
Marmo Financial Group
Tennessee
$1.86M -$2.05M -8,392 -52%
CG
667
Clifford Group
Massachusetts
$1.85M -$190K -776 -9%
WFAG
668
Wescott Financial Advisory Group
Pennsylvania
$1.84M -$2.45M -10,032 -57%
FRA
669
Frank Rimerman Advisors
California
$1.83M – – –
DFA
670
DHK Financial Advisors
New Hampshire
$1.82M – – –
SC
671
Stephens Consulting
Michigan
$1.81M -$12K -49 -0.7%
SFPG
672
Stonebridge Financial Planning Group
Florida
$1.81M -$161K -658 -8%
TCPWM
673
Traverso Chambers Private Wealth Management
California
$1.81M -$977 -4 -0.1%
MWA
674
Meridian Wealth Advisors
Texas
$1.8M -$4.64K -19 -0.3%
TCM
675
Towercrest Capital Management
Pennsylvania
$1.8M – – –
25 26
27
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