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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
KFA
651
Kapstone Financial Advisors
Ohio
$2.21M -$7.12K -112 -0.4%
PWMG
652
Provence Wealth Management Group
California
$2.2M +$392K +6,160 +24%
CIC
653
Carnegie Investment Counsel
Ohio
$2.2M -$203K -3,188 -9%
OWM
654
Olympus Wealth Management
Utah
$2.2M -$169K -2,660 -8%
EWA
655
Etesian Wealth Advisors
Oregon
$2.19M -$60K -944 -3%
SSA
656
Schonfeld Strategic Advisors
New York
$2.18M +$2.01M +31,636 New
AWM
657
Avitas Wealth Management
California
$2.17M -$26.7K -420 -1%
FIA
658
Foundations Investment Advisors
Arizona
$2.16M +$723K +11,376 +57%
USCWA
659
U.S. Capital Wealth Advisors
Texas
$2.16M -$950K -14,944 -32%
SW
660
Simplicity Wealth
New Jersey
$2.15M +$605K +9,516 +44%
FNT
661
First National Trust
Pennsylvania
$2.15M -$210K -3,308 -10%
ATC
662
Argent Trust Co
Tennessee
$2.13M +$111K +1,748 +6%
CT
663
Caldwell Trust
Florida
$2.13M +$706K +11,100 +56%
AssetMark Inc
664
AssetMark Inc
California
$2.12M +$1.95M +30,596 +14,165%
HI
665
Harbour Investments
Wisconsin
$2.12M +$274K +4,312 +16%
PCWA
666
Pacific Capital Wealth Advisors
California
$2.12M -$496K -7,800 -20%
AWS
667
AJ Wealth Strategies
New York
$2.11M +$2.29K +36 +0.1%
MOS
668
MGO One Seven
Ohio
$2.11M -$5.25M -82,552 -73%
AP
669
Americana Partners
Texas
$2.11M -$181K -2,840 -8%
SWA
670
Sax Wealth Advisors
New Jersey
$2.08M -$316K -4,972 -14%
MWM
671
Meridian Wealth Management
Kentucky
$2.08M -$198K -3,112 -9%
RWP
672
Revolve Wealth Partners
New Jersey
$2.06M -$116K -1,820 -6%
DFA
673
DHK Financial Advisors
New Hampshire
$2.05M
WFAG
674
Wescott Financial Advisory Group
Pennsylvania
$2.05M -$23.9K -376 -1%
BIA
675
Biondo Investment Advisors
Pennsylvania
$2.05M +$44.5K +700 +2%

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.