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iShares Russell 1000 Growth ETF

1,776 hedge funds and large institutions have $51.7B invested in iShares Russell 1000 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 468 increasing their positions, 739 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more call options, than puts

Call options by funds: $117M | Put options by funds: $30.1M

32% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 74

11.25% more ownership

Funds ownership: 296.52%307.77% (+11%)

0% more funds holding

Funds holding: 1,7701,776 (+6)

2% less capital invested

Capital invested by funds: $53B → $51.7B (-$1.32B)

4% less funds holding in top 10

Funds holding in top 10: 187179 (-8)

37% less repeat investments, than reductions

Existing positions increased: 468 | Existing positions reduced: 739

Holders
1,776
Holders Change
+6
Holders Change %
+0.34%
% of All Funds
28.18%
Holding in Top 10
179
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-4.28%
% of All Funds
2.84%
New
98
Increased
468
Reduced
739
Closed
74
Calls
$117M
Puts
$30.1M
Net Calls
+$87.1M
Net Calls Change
+$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TSS
701
Two Sigma Securities
New York
$1.89M +$1.96M +28,352 New
HI
702
Harbour Investments
Wisconsin
$1.88M -$170K -2,468 -8%
SSB
703
Sandy Spring Bank
Maryland
$1.88M +$49.4K +716 +3%
RAM
704
Ramirez Asset Management
New York
$1.88M +$1.95M +28,200 New
VC
705
Veracity Capital
Georgia
$1.86M +$35.1K +508 +2%
TCMP
706
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.85M +$289K +4,184 +18%
FNBSF
707
First National Bank Sioux Falls
South Dakota
$1.85M -$9.39K -136 -0.5%
BFA
708
Beaumont Financial Advisors
Massachusetts
$1.84M +$34.2K +496 +2%
TFO
709
Tarbox Family Office
California
$1.84M
MA
710
MONECO Advisors
Connecticut
$1.83M +$95.6K +1,384 +5%
WFAG
711
Wescott Financial Advisory Group
Pennsylvania
$1.82M -$165K -2,392 -8%
MCA
712
Maryland Capital Advisors
Maryland
$1.82M
CG
713
Clifford Group
Massachusetts
$1.82M -$96.9K -1,404 -5%
EWA
714
Exencial Wealth Advisors
Oklahoma
$1.82M -$276 -4 -0%
CW
715
CreativeOne Wealth
Kansas
$1.82M -$3.43M -49,720 -65%
CA
716
CGN Advisors
Kansas
$1.81M +$745K +10,784 +65%
AI
717
Auour Investments
Massachusetts
$1.81M -$13K -188 -0.7%
QCM
718
Quantinno Capital Management
New York
$1.81M +$389K +5,628 +26%
GJIA
719
Glass Jacobson Investment Advisors
Maryland
$1.81M -$27.6K -400 -1%
HC
720
Hoese & Co
Minnesota
$1.8M
SEM
721
Suncoast Equity Management
Florida
$1.8M +$872K +12,624 +87%
ATC
722
Adirondack Trust Company
New York
$1.78M +$109K +1,584 +6%
SFG
723
Summit Financial Group
West Virginia
$1.77M -$82.9K -1,200 -4%
ST
724
Sabal Trust
Florida
$1.76M +$659K +9,540 +56%
EWMCB
725
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.76M -$406K -5,884 -18%

IWF Hedge Fund Activity: Q3 2023 in Review

1,776 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2023, worth a combined $51.7B — down 2.5% from $53B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new IWF positions and 74 closed out — a net gain of 24 holders — while 468 added to existing stakes and 739 trimmed.

The largest buyer was Pathstone Family Office, adding an estimated $1.55B. The largest seller was Fidelity Investments, cutting an estimated $526M.

  • 1,776 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2023, up from 1,770 in Q2 2023.
  • Funds reported $51.7B of iShares Russell 1000 Growth ETF stock for Q3 2023, down 2.5% quarter-over-quarter.
  • 98 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2023 and 74 closed out, a net change of +24 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2023 was Pathstone Family Office, an estimated $1.55B added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2023 was Fidelity Investments, an estimated $526M sold.

Based on aggregated 13F filings for Q3 2023.