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iShares Russell 1000 Growth ETF
IWF

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: 179 → 199 (+20)

10% more funds holding

Funds holding: 1,776 → 1,958 (+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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$7.05B
2
Ameriprise
Ameriprise
Minnesota
+$915M
3
JP Morgan Chase
JP Morgan Chase
New York
+$370M
4
Bank of America
Bank of America
North Carolina
+$155M
5
Goldman Sachs
Goldman Sachs
New York
+$138M

Top Sellers

Rank Fund Capital Flow
1
SF
Synovus Financial
Georgia
-$335M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$95.9M
3
Osaic Holdings
Osaic Holdings
Arizona
-$89.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$81M
5
SW
SVB Wealth
Massachusetts
-$65.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
701
Sax Wealth Advisors
New Jersey
$2.48M +$248K +3,508 +12%
GT
702
Glenview Trust
Kentucky
$2.47M -$120K -1,700 -5%
SGAM
703
Smith Group Asset Management
Texas
$2.47M +$2.3M +32,584 New
RVPG
704
Relative Value Partners Group
$2.47M – – –
FRA
705
Frank Rimerman Advisors
California
$2.46M – – –
PWMG
706
Provence Wealth Management Group
California
$2.46M +$33.9K +480 +2%
CCFM
707
Clear Creek Financial Management
Washington
$2.45M +$815K +11,524 +55%
AWM
708
Able Wealth Management
New Jersey
$2.45M +$2.28M +32,276 New
PCWA
709
Pacific Capital Wealth Advisors
California
$2.44M +$102K +1,440 +5%
QPWM
710
Quadrant Private Wealth Management
Pennsylvania
$2.43M +$493K +6,976 +28%
ZB
711
Zions Bancorporation
Utah
$2.43M -$49.5K -700 -2%
PCA
712
Peddock Capital Advisors
Massachusetts
$2.42M +$72.1K +1,020 +3%
CFG
713
Cooper Financial Group
California
$2.39M +$1.13K +16 +0.1%
MC
714
Middleton & Co
Massachusetts
$2.39M -$17.5K -248 -0.8%
MWM
715
Merriman Wealth Management
Washington
$2.38M -$55.4K -784 -2%
Empower Advisory Group
716
Empower Advisory Group
Colorado
$2.38M +$41.9K +592 +2%
Fisher Asset Management
717
Fisher Asset Management
Washington
$2.38M +$73.5K +1,040 +3%
VCP
718
Vista Capital Partners
Oregon
$2.38M -$14.4K -204 -0.6%
FIA
719
Foundations Investment Advisors
Arizona
$2.37M +$73.5K +1,040 +4%
RCM
720
Radnor Capital Management
Pennsylvania
$2.37M +$170K +2,400 +8%
HW
721
Hancock Whitney
Mississippi
$2.36M +$100K +1,416 +5%
CTA
722
Chesley Taft & Associates
Illinois
$2.36M +$97K +1,372 +5%
MA
723
MONECO Advisors
Connecticut
$2.35M +$250K +3,540 +13%
KFA
724
Kapstone Financial Advisors
Ohio
$2.35M -$99.3K -1,404 -4%
FTWA
725
Fifth Third Wealth Advisors
Ohio
$2.35M +$180K +2,552 +9%
27 28
29
30 31

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.