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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
Edgewood Management
726
Edgewood Management
Connecticut
$2.34M +$1.2M +17,012 +122%
OWM
727
Olympus Wealth Management
Utah
$2.33M -$83.4K -1,180 -4%
GJIA
728
Glass Jacobson Investment Advisors
Maryland
$2.33M +$249K +3,520 +13%
WAG
729
Winthrop Advisory Group
Massachusetts
$2.32M -$10.7M -151,036 -73%
CWG
730
Cornerstone Wealth Group
North Carolina
$2.32M +$1.8M +25,476 +502%
AAS
731
Annex Advisory Services
Wisconsin
$2.31M -$236K -3,344 -10%
BIA
732
Biondo Investment Advisors
Pennsylvania
$2.3M +$5.09K +72 +0.2%
SIA
733
Soltis Investment Advisors
Utah
$2.29M +$284K +4,012 +15%
CT
734
Caldwell Trust
Florida
$2.28M -$9.9K -140 -0.5%
GTAM
735
Global Trust Asset Management
Florida
$2.27M +$21.2K +300 +1%
RSWA
736
Robinson Smith Wealth Advisors
Maine
$2.27M +$2.12M +29,960 New
RIA
737
Regal Investment Advisors
Michigan
$2.27M +$41K +580 +2%
TFG
738
Tilson Financial Group
New Jersey
$2.27M -$490K -6,924 -19%
JIC
739
Joel Isaacson & Co
New York
$2.26M +$40.7K +576 +2%
DFA
740
DHK Financial Advisors
New Hampshire
$2.26M
ATC
741
Adirondack Trust Company
New York
$2.25M +$26K +368 +1%
MWA
742
Meridian Wealth Advisors
Texas
$2.25M +$1.13K +16 +0.1%
AIP
743
Almanack Investment Partners
Pennsylvania
$2.25M -$80.6K -1,140 -4%
GC
744
GFG Capital
Florida
$2.23M +$910K +12,864 +78%
SFG
745
Summit Financial Group
West Virginia
$2.23M +$197K +2,784 +10%
FNT
746
First National Trust
Pennsylvania
$2.22M -$15.6K -220 -0.7%
RWP
747
Revolve Wealth Partners
New Jersey
$2.21M -$56.3K -796 -3%
AFFA
748
ALM First Financial Advisors
Texas
$2.21M +$3.96K +56 +0.2%
SC
749
Stephens Consulting
Michigan
$2.2M -$9.34K -132 -0.5%
TCPWM
750
Traverso Chambers Private Wealth Management
California
$2.2M -$40.2K -568 -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.