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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
MML Investors Services
51
MML Investors Services
Massachusetts
$156M +$2.17M +30,692 +2%
RFC
52
Regions Financial Corp
Alabama
$152M -$4.77M -67,476 -3%
SWPG
53
Strategic Wealth Partners Group
Illinois
$151M +$1.8M +25,444 +1%
GW
54
GW & Wade
Massachusetts
$148M +$5.94M +83,988 +4%
CAM
55
Cresset Asset Management
Illinois
$147M -$591K -8,360 -0.4%
CB
56
Commerce Bank
Missouri
$146M -$793K -11,208 -0.6%
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$145M -$4.21M -59,540 -3%
AIA
58
Alera Investment Advisors
Illinois
$143M +$2.02M +28,580 +2%
CL
59
Choreo LLC
Illinois
$132M -$206K -2,916 -0.2%
SCA
60
STALEY CAPITAL ADVISERS
Pennsylvania
$132M +$43.3K +612 +0%
OC
61
Oakworth Capital
Alabama
$131M -$6.53M -92,388 -5%
Creative Planning
62
Creative Planning
Kansas
$130M +$6.96M +98,380 +6%
Two Sigma Advisers
63
Two Sigma Advisers
New York
$129M +$45.9M +649,600 +62%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$120M +$429K +6,072 +0.4%
DADC
65
D.A. Davidson & Co
Montana
$117M +$189K +2,672 +0.2%
EH
66
Equitable Holdings
New York
$112M -$7.13M -100,892 -6%
BCI
67
Brinker Capital Investments
Pennsylvania
$110M +$5.89M +83,220 +6%
OPS
68
Orion Portfolio Solutions
Nebraska
$110M +$5.89M +83,220 +6%
CFB
69
Cullen/Frost Bankers
Texas
$110M +$13.7M +194,392 +16%
MCM
70
MAI Capital Management
Ohio
$109M +$85.4K +1,208 +0.1%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$107M +$8.07M +114,048 +9%
SAM
72
Silvercrest Asset Management
New York
$105M -$2.06M -29,136 -2%
PAG
73
Private Advisor Group
New Jersey
$98.7M -$2.21M -31,196 -2%
CA
74
Cetera Advisors
Colorado
$98.5M -$2.53M -35,708 -3%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$98.5M +$141K +1,996 +0.2%

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.