We are live on ! Find out more
IWF icon

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
EPA
751
Element Pointe Advisors
Florida
$2.19M +$14.4K +204 +0.7%
CFG
752
Citizens Financial Group
Rhode Island
$2.19M -$667K -9,436 -25%
SFPG
753
Stonebridge Financial Planning Group
Florida
$2.18M +$6.51K +92 +0.3%
CFS
754
Cannon Financial Strategists
Georgia
$2.18M +$765K +10,816 +60%
GC
755
Grimes & Company
Massachusetts
$2.18M -$33.1K -468 -2%
SSB
756
Sandy Spring Bank
Maryland
$2.16M +$16.1K +228 +0.8%
RAM
757
Ramirez Asset Management
New York
$2.14M
ESB
758
Essex Savings Bank
Connecticut
$2.14M +$941K +13,308 +89%
BFA
759
Beaumont Financial Advisors
Massachusetts
$2.13M +$31.4K +444 +2%
LFAS
760
Level Four Advisory Services
Texas
$2.12M +$262K +3,708 +15%
VOYA Investment Management
761
VOYA Investment Management
Georgia
$2.12M -$580K -8,200 -23%
Janus Henderson Group
762
Janus Henderson Group
United Kingdom
$2.11M +$596K +8,432 +43%
FNBSF
763
First National Bank Sioux Falls
South Dakota
$2.1M -$566 -8 -0%
TFO
764
Tarbox Family Office
California
$2.1M +$849 +12 +0%
USCWA
765
U.S. Capital Wealth Advisors
Texas
$2.1M -$136K -1,924 -6%
NFG
766
Norris Financial Group
South Carolina
$2.09M +$1.95M +27,596 New
WFAG
767
Wescott Financial Advisory Group
Pennsylvania
$2.08M +$3.11K +44 +0.2%
CFO
768
Colony Family Offices
North Carolina
$2.08M +$753K +10,644 +64%
EWA
769
Exencial Wealth Advisors
Oklahoma
$2.07M +$1.41K +20 +0.1%
AI
770
Auour Investments
Massachusetts
$2.07M -$3.96K -56 -0.2%
TPI
771
Trust Point Inc
Wisconsin
$2.07M +$1.93M +27,248 New
SEM
772
Suncoast Equity Management
Florida
$2.06M
ST
773
Sabal Trust
Florida
$2.04M +$27.7K +392 +1%
ACM
774
Alamar Capital Management
California
$2.04M -$142K -2,004 -7%
TCA
775
Transcend Capital Advisors
New Jersey
$2.03M +$132K +1,860 +7%

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.