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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
RW
801
Regimen Wealth
Georgia
$1.88M +$791K +11,188 +82%
GFP
802
Gryphon Financial Partners
Ohio
$1.88M +$4.53K +64 +0.3%
IA
803
IFP Advisors
Florida
$1.88M -$54K -764 -3%
GF
804
Gries Financial
Ohio
$1.88M -$10.2K -144 -0.6%
WCM
805
WealthBridge Capital Management
Ohio
$1.88M +$6.22K +88 +0.4%
BWL
806
Bogart Wealth LLC
Virginia
$1.87M
TCMP
807
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.87M -$225K -3,176 -11%
BMC
808
Beaton Management Company
Massachusetts
$1.87M
BCM
809
Becker Capital Management
Oregon
$1.86M -$114K -1,608 -6%
SFM
810
Signet Financial Management
New Jersey
$1.86M -$3.39K -48 -0.2%
PMFA
811
Plante Moran Financial Advisors
Michigan
$1.85M +$164K +2,316 +10%
FFN
812
Focus Financial Network
Minnesota
$1.84M +$439K +6,212 +34%
CT
813
Colonial Trust
South Carolina
$1.83M +$143K +2,024 +9%
SIC
814
Sterling Investment Counsel
New York
$1.82M
PI
815
Pachira Investments
California
$1.81M +$5.66K +80 +0.3%
SIA
816
SkyView Investment Advisors
New Jersey
$1.79M +$1.67M +23,664 New
CWM
817
Cornerstone Wealth Management
Missouri
$1.78M -$37.6K -532 -2%
CS
818
Cannell & Spears
New York
$1.77M
FC
819
Forte Capital
New York
$1.77M +$92.8K +1,312 +6%
TD Asset Management
820
TD Asset Management
Ontario, Canada
$1.77M +$1.65M +23,292 New
OCM
821
Objective Capital Management
Ohio
$1.75M
CWM
822
CCG Wealth Management
California
$1.75M
AGP
823
Autumn Glory Partners
Texas
$1.74M
GPA
824
Guidance Point Advisors
Massachusetts
$1.72M -$25.5K -360 -2%
CA
825
Cullinan Associates
Kentucky
$1.7M

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.