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
OFG
676
Oxford Financial Group
Indiana
$2.66M +$82K +1,160 +3%
AEPWM
677
Atlantic Edge Private Wealth Management
Florida
$2.65M +$2.47M +34,928 New
CIA
678
Capital Investment Advisors
Georgia
$2.64M -$185K -2,616 -7%
MWA
679
Monograph Wealth Advisors
California
$2.64M
TW
680
Towerpoint Wealth
California
$2.64M -$111K -1,568 -4%
CFS
681
CRA Financial Services
New Jersey
$2.63M -$22.3K -316 -0.9%
PTC
682
Private Trust Company
Ohio
$2.63M +$208K +2,936 +9%
VW
683
Vance Wealth
California
$2.62M -$398K -5,624 -14%
VC
684
Veracity Capital
Georgia
$2.62M +$466K +6,584 +23%
QCM
685
Quantinno Capital Management
New York
$2.62M +$515K +7,276 +27%
IFG
686
Independent Financial Group
California
$2.61M -$154K -2,172 -6%
FUBT
687
First United Bank & Trust
Maryland
$2.61M -$302K -4,272 -11%
JJBC
688
James J. Burns & Company
New York
$2.6M -$7.92K -112 -0.3%
MWM
689
Meridian Wealth Management
Kentucky
$2.58M -$1.81M -25,580 -43%
HGERS
690
Householder Group Estate & Retirement Specialist
Arizona
$2.54M
EWA
691
Etesian Wealth Advisors
Oregon
$2.53M -$54K -764 -2%
AL
692
Aspiriant LLC
California
$2.53M -$30K -424 -1%
KWA
693
Kingswood Wealth Advisors
California
$2.53M +$2.03M +28,752 +626%
DWM
694
Darwin Wealth Management
Florida
$2.53M +$139K +1,972 +6%
JHCP
695
Jackson Hole Capital Partners
Oklahoma
$2.52M +$849 +12 +0%
FHA
696
Flagship Harbor Advisors
Massachusetts
$2.52M +$563K +7,956 +31%
JPG
697
Jordan Park Group
California
$2.52M
WCM
698
Weaver Capital Management
Georgia
$2.49M +$2.33M +32,900 New
TC
699
TownSquare Capital
Utah
$2.48M +$759K +10,728 +49%
CA
700
Crewe Advisors
Utah
$2.48M +$3.39K +48 +0.1%

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.