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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
CA
726
Cambridge Advisors
Nebraska
$1.76M -$16.3K -236 -0.9%
FA
727
Fiducient Advisors
Illinois
$1.75M +$1.81M +26,212 New
BCM
728
Becker Capital Management
Oregon
$1.74M
PAM
729
Palisade Asset Management
Minnesota
$1.74M -$13.8K -200 -0.8%
SIA
730
Soltis Investment Advisors
Utah
$1.74M -$80.9K -1,172 -4%
MAM
731
MMA Asset Management
Pennsylvania
$1.74M -$1.66K -24 -0.1%
MAWA
732
Moss Adams Wealth Advisors
Washington
$1.74M
GCM
733
G2 Capital Management
Ohio
$1.73M
QCM
734
QRG Capital Management
Illinois
$1.73M +$1.79M +25,972 New
MCM
735
Manchester Capital Management
Vermont
$1.73M
PCG
736
Prosperity Consulting Group
Maryland
$1.72M +$1.58M +22,888 +776%
SWA
737
Stratos Wealth Advisors
Ohio
$1.71M +$238K +3,440 +15%
IA
738
IFP Advisors
Florida
$1.7M -$106K -1,536 -6%
CGL
739
Clarius Group LLC
Washington
$1.7M -$14.1K -204 -0.8%
WS
740
Wedbush Securities
California
$1.7M -$172K -2,488 -9%
NPF
741
Norris Perne & French
Michigan
$1.69M
FHA
742
Flagship Harbor Advisors
Massachusetts
$1.68M +$623K +9,028 +56%
QPWM
743
Quadrant Private Wealth Management
Pennsylvania
$1.67M -$273K -3,948 -14%
SL
744
Salomon & Ludwin
Virginia
$1.67M +$22.1K +320 +1%
GF
745
Gries Financial
Ohio
$1.66M +$140K +2,028 +9%
TCA
746
Transcend Capital Advisors
New Jersey
$1.65M +$56.6K +820 +3%
IAG
747
Investmark Advisory Group
Connecticut
$1.65M -$11K -160 -0.6%
GFP
748
Gryphon Financial Partners
Ohio
$1.65M -$18.8K -272 -1%
BWL
749
Bogart Wealth LLC
Virginia
$1.64M
WCM
750
WealthBridge Capital Management
Ohio
$1.64M +$1.93K +28 +0.1%

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.