IWF icon

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 %
MWA
676
Meridian Wealth Advisors
Texas
$2.04M +$5.78K +21 +0.3%
GTAM
677
Global Trust Asset Management
Florida
$2.03M +$22K +80 +1%
SC
678
Stephens Consulting
Michigan
$2.01M -$29.4K -107 -1%
CTA
679
Chesley Taft & Associates
Illinois
$2.01M +$29.4K +107 +1%
FTWA
680
Fifth Third Wealth Advisors
Ohio
$2M +$2M +7,286 New
ACM
681
Alamar Capital Management
California
$2M -$97.7K -355 -5%
AFFA
682
ALM First Financial Advisors
Texas
$2M +$2M +7,271 New
QPWM
683
Quadrant Private Wealth Management
Pennsylvania
$2M -$385K -1,399 -16%
Walleye Trading
684
Walleye Trading
New York
$1.99M +$1.21M +4,400 +154%
PCA
685
Peddock Capital Advisors
Massachusetts
$1.99M -$15.1K -55 -0.8%
SFPG
686
Stonebridge Financial Planning Group
Florida
$1.99M -$49K -178 -2%
MFG
687
Marmo Financial Group
Tennessee
$1.99M -$102K -371 -5%
DWM
688
Darwin Wealth Management
Florida
$1.98M +$328K +1,198 +20%
CG
689
Clifford Group
Massachusetts
$1.98M -$99.1K -360 -5%
EPA
690
Element Pointe Advisors
Florida
$1.94M – – –
TWI
691
Thomas White International
Illinois
$1.94M – – –
WS
692
Wedbush Securities
California
$1.93M -$374K -1,358 -16%
1WM
693
1900 Wealth Management
Texas
$1.92M +$272K +987 +16%
FNBSF
694
First National Bank Sioux Falls
South Dakota
$1.92M – – –
AIP
695
Almanack Investment Partners
Pennsylvania
$1.92M -$56.4K -205 -3%
SFG
696
Summit Financial Group
West Virginia
$1.91M +$30K +109 +2%
WF
697
Welch & Forbes
Massachusetts
$1.91M +$476K +1,730 +33%
TFO
698
Tarbox Family Office
California
$1.9M -$357K -1,299 -16%
LFAS
699
Level Four Advisory Services
Texas
$1.9M +$346K +1,259 +22%
CWM
700
Cornerstone Wealth Management
Missouri
$1.9M +$1.27M +4,618 +202%
26 27
28
29 30