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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
MFG
776
Marmo Financial Group
Tennessee
$2.02M -$137K -1,940 -7%
GCM
777
G2 Capital Management
Ohio
$2.02M +$47K +664 +3%
CA
778
CGN Advisors
Kansas
$2.02M -$47.2K -668 -2%
HI
779
Harbour Investments
Wisconsin
$2.01M -$132K -1,860 -7%
CA
780
Cambridge Advisors
Nebraska
$2M
MAWA
781
Moss Adams Wealth Advisors
Washington
$1.99M +$16.4K +232 +0.9%
MWA
782
Midland Wealth Advisors
Illinois
$1.99M +$1.86M +26,276 New
MCA
783
Maryland Capital Advisors
Maryland
$1.98M -$85.7K -1,212 -4%
MYIA
784
Mount Yale Investment Advisors
Colorado
$1.98M +$588K +8,316 +47%
MAM
785
MMA Asset Management
Pennsylvania
$1.98M -$3.96K -56 -0.2%
CG
786
Clifford Group
Massachusetts
$1.98M -$92.5K -1,308 -5%
HC
787
Hoese & Co
Minnesota
$1.97M
AWMG
788
Alliance Wealth Management Group
New Jersey
$1.96M +$1.83M +25,896 New
EFG
789
Embree Financial Group
Illinois
$1.96M +$1.83M +25,864 New
EWMCB
790
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.96M -$46.4K -656 -2%
PAM
791
Palisade Asset Management
Minnesota
$1.95M -$28.3K -400 -2%
SWM
792
SeaCrest Wealth Management
New York
$1.94M +$307K +4,340 +20%
CGL
793
Clarius Group LLC
Washington
$1.93M
WS
794
Wedbush Securities
California
$1.93M -$849 -12 -0%
IAG
795
Investmark Advisory Group
Connecticut
$1.92M +$33.1K +468 +2%
SAG
796
SageView Advisory Group
California
$1.91M +$230K +3,252 +16%
PA
797
PFG Advisors
Arizona
$1.9M +$297K +4,204 +20%
NPF
798
Norris Perne & French
Michigan
$1.9M -$28.3K -400 -2%
PCG
799
Prosperity Consulting Group
Maryland
$1.9M -$58K -820 -3%
MCM
800
Manchester Capital Management
Vermont
$1.89M -$76.1K -1,076 -4%

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.