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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
CAM
51
Cresset Asset Management
Illinois
$132M +$55.4M +870,436 +83%
OC
52
Oakworth Capital
Alabama
$131M -$509K -8,000 -0.4%
GW
53
GW & Wade
Massachusetts
$125M +$26.3M +413,884 +29%
CL
54
Choreo LLC
Illinois
$124M -$219K -3,448 -0.2%
SCA
55
STALEY CAPITAL ADVISERS
Pennsylvania
$122M -$4.25M -66,760 -4%
EH
56
Equitable Holdings
New York
$114M -$11.1M -174,172 -9%
Creative Planning
57
Creative Planning
Kansas
$112M -$975K -15,340 -0.9%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$109M +$9.08M +142,804 +10%
DADC
59
D.A. Davidson & Co
Montana
$106M +$609K +9,580 +0.6%
SAM
60
Silvercrest Asset Management
New York
$104M +$2.06M +32,352 +2%
JFGIW
61
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$104M -$4.62M -72,580 -5%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$102M +$688K +10,812 +0.7%
MCM
63
MAI Capital Management
Ohio
$100M +$1.13M +17,780 +1%
SP
64
Stairway Partners
Illinois
$98.1M -$1.95M -30,620 -2%
PAG
65
Private Advisor Group
New Jersey
$93.5M -$1.57M -24,700 -2%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$92.6M +$13M +203,960 +18%
CA
67
Cetera Advisors
Colorado
$90.6M +$1.36M +21,416 +2%
BCI
68
Brinker Capital Investments
Pennsylvania
$88.9M -$2.33M -36,580 -3%
OPS
69
Orion Portfolio Solutions
Nebraska
$88.9M -$2.33M -36,580 -3%
CFB
70
Cullen/Frost Bankers
Texas
$86.7M -$578K -9,088 -0.7%
MWM
71
Modera Wealth Management
New Jersey
$80.9M +$1.36M +21,356 +2%
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$76.5M +$1.15M +18,020 +2%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$72.6M +$49.1M +771,636 +271%
KeyBank National Association
74
KeyBank National Association
Ohio
$71.7M -$994K -15,632 -1%
SI
75
Stephens Inc
Arkansas
$70.6M -$488K -7,672 -0.7%

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.