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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
MA
726
MONECO Advisors
Connecticut
$1.8M -$9.92K -156 -0.6%
MAWA
727
Moss Adams Wealth Advisors
Washington
$1.79M -$2.54K -40 -0.2%
GCM
728
G2 Capital Management
Ohio
$1.79M -$4.58K -72 -0.3%
MCM
729
Manchester Capital Management
Vermont
$1.79M
TWA
730
Talisman Wealth Advisors
New Jersey
$1.77M -$54.7K -860 -3%
CGL
731
Clarius Group LLC
Washington
$1.77M
FANJ
732
Financial Architects (New Jersey)
New Jersey
$1.76M -$4.07K -64 -0.2%
DI
733
DFPG Investments
Utah
$1.75M -$703K -11,056 -31%
NPF
734
Norris Perne & French
Michigan
$1.75M -$102K -1,600 -6%
FHB
735
First Hawaiian Bank
Hawaii
$1.74M +$534K +8,400 +50%
JFG
736
Jefferies Financial Group
New York
$1.73M +$376K +5,908 +31%
GFP
737
Gryphon Financial Partners
Ohio
$1.72M -$7.12K -112 -0.4%
LGG
738
Luts & Greenleigh Group
Maryland
$1.72M +$70K +1,100 +5%
IAG
739
Investmark Advisory Group
Connecticut
$1.72M +$61K +960 +4%
SGCA
740
Steel Grove Capital Advisors
Tennessee
$1.71M -$94.1K -1,480 -6%
SL
741
Salomon & Ludwin
Virginia
$1.71M -$4.83K -76 -0.3%
SFM
742
Signet Financial Management
New Jersey
$1.7M -$115K -1,812 -7%
BWL
743
Bogart Wealth LLC
Virginia
$1.7M +$55.2K +868 +4%
BMC
744
Beaton Management Company
Massachusetts
$1.7M
WCM
745
WealthBridge Capital Management
Ohio
$1.69M -$42K -660 -3%
TSW
746
Thompson Siegel & Walmsley
Virginia
$1.69M +$344K +5,416 +28%
TP
747
Tranquility Partners
Tennessee
$1.68M +$39.4K +620 +3%
PWS
748
Peloton Wealth Strategists
Indiana
$1.68M -$76.1K -1,196 -5%
SFS
749
Summit Financial Strategies
Ohio
$1.67M +$213K +3,352 +16%
NRC
750
New Republic Capital
North Carolina
$1.66M

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.