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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
LFAS
701
Level Four Advisory Services
Texas
$1.9M +$320K +5,036 +22%
CWM
702
Cornerstone Wealth Management
Missouri
$1.9M +$1.17M +18,472 +202%
SSB
703
Sandy Spring Bank
Maryland
$1.9M +$115K +1,812 +7%
GJIA
704
Glass Jacobson Investment Advisors
Maryland
$1.9M +$1.76M +27,600 New
VC
705
Veracity Capital
Georgia
$1.89M -$40.2K -632 -2%
MCA
706
Maryland Capital Advisors
Maryland
$1.88M
EWA
707
Exencial Wealth Advisors
Oklahoma
$1.88M +$155K +2,444 +10%
CWM
708
Congress Wealth Management
Massachusetts
$1.88M -$461K -7,244 -21%
SIA
709
Soltis Investment Advisors
Utah
$1.88M -$7.88K -124 -0.5%
RIA
710
Regal Investment Advisors
Michigan
$1.88M -$21.9K -344 -1%
GC
711
Grimes & Company
Massachusetts
$1.88M +$2.04K +32 +0.1%
BFA
712
Beaumont Financial Advisors
Massachusetts
$1.87M -$61.8K -972 -3%
IA
713
IFP Advisors
Florida
$1.87M -$486K -7,644 -22%
HC
714
Hoese & Co
Minnesota
$1.87M
JIC
715
Joel Isaacson & Co
New York
$1.86M +$362K +5,688 +27%
UBS AM
716
UBS AM
Illinois
$1.86M
AWMG
717
Alliance Wealth Management Group
New Jersey
$1.85M -$3.81K -60 -0.2%
CA
718
Cambridge Advisors
Nebraska
$1.83M +$50.9K +800 +3%
VWA
719
V Wealth Advisors
Kansas
$1.83M -$158K -2,488 -9%
AI
720
Auour Investments
Massachusetts
$1.83M +$1.69M +26,576 New
CPG
721
Cornerstone Planning Group
New Jersey
$1.82M +$1.69M +26,504 New
PAM
722
Palisade Asset Management
Minnesota
$1.81M -$12.5K -196 -0.7%
BCM
723
Becker Capital Management
Oregon
$1.8M
MAM
724
MMA Asset Management
Pennsylvania
$1.8M +$1.13M +17,748 +211%
ATC
725
Adirondack Trust Company
New York
$1.8M +$65.4K +1,028 +4%

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.