We are live on ! Find out more
IWF icon

iShares Russell 1000 Growth ETF

1,771 hedge funds and large institutions have $53B invested in iShares Russell 1000 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 530 increasing their positions, 685 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 54

159% more call options, than puts

Call options by funds: $110M | Put options by funds: $42.5M

14% more capital invested

Capital invested by funds: $46.7B → $53B (+$6.32B)

8% more funds holding in top 10

Funds holding in top 10: 173187 (+14)

4% more funds holding

Funds holding: 1,6971,771 (+74)

1.12% less ownership

Funds ownership: 297.65%296.52% (-1.1%)

23% less repeat investments, than reductions

Existing positions increased: 530 | Existing positions reduced: 685

Holders
1,771
Holders Change
+74
Holders Change %
+4.36%
% of All Funds
27.8%
Holding in Top 10
187
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+8.09%
% of All Funds
2.94%
New
146
Increased
530
Reduced
685
Closed
54
Calls
$110M
Puts
$42.5M
Net Calls
+$67.4M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MKA
826
M. Kulyk & Associates
Georgia
$1.34M
TTWM
827
TCV Trust & Wealth Management
Virginia
$1.34M
IA
828
IFG Advisors
Missouri
$1.34M +$1.78K +28 +0.1%
LCM
829
Logan Capital Management
Pennsylvania
$1.33M -$271K -4,256 -18%
SGA
830
Sustainable Growth Advisers
Connecticut
$1.33M -$899K -14,132 -42%
ACM
831
Advisors Capital Management
New Jersey
$1.33M +$596K +9,372 +94%
IF
832
Ironwood Financial
Arizona
$1.33M -$24.9K -392 -2%
BFPW
833
BOK Financial Private Wealth
Colorado
$1.32M -$56K -880 -4%
MPCG
834
Matrix Private Capital Group
New York
$1.32M -$22.1K -348 -2%
TAM
835
Townsend Asset Management
North Carolina
$1.32M -$11.4K -180 -0.9%
AFP
836
Ausdal Financial Partners
Iowa
$1.31M +$29.8K +468 +3%
CCP
837
Clarkston Capital Partners
Michigan
$1.31M +$75K +1,180 +7%
PBF
838
Petix & Botte Financial
California
$1.31M +$264K +4,152 +28%
AFC
839
AFT Forsyth & Company
Florida
$1.3M +$15.5K +244 +1%
RFG
840
RFP Financial Group
Georgia
$1.3M +$5.6K +88 +0.5%
AIS
841
American Investment Services
Massachusetts
$1.3M -$254K -3,996 -17%
TGAM
842
TBH Global Asset Management
Tennessee
$1.29M +$205K +3,228 +21%
WHG
843
Westwood Holdings Group
Texas
$1.29M
SXL
844
Summit X LLC
Missouri
$1.29M -$120K -1,888 -9%
BIA
845
BHK Investment Advisors
Alabama
$1.28M -$23.9K -376 -2%
GT
846
Greenleaf Trust
Michigan
$1.28M -$36.4K -572 -3%
ECM
847
Evergreen Capital Management
Washington
$1.27M -$91.1K -1,432 -7%
FPCG
848
Forum Private Client Group
Indiana
$1.27M -$8.14K -128 -0.7%
GCM
849
Gallacher Capital Management
Colorado
$1.27M
CC
850
Courier Capital
New York
$1.27M -$18.6K -292 -2%

IWF Hedge Fund Activity: Q2 2023 in Review

1,771 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2023, worth a combined $53B — up 14% from $46.7B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new IWF positions and 54 closed out — a net gain of 92 holders — while 530 added to existing stakes and 685 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $344M. The largest seller was Wellington Management Group, cutting an estimated $419M.

  • 1,771 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2023, up from 1,697 in Q1 2023.
  • Funds reported $53B of iShares Russell 1000 Growth ETF stock for Q2 2023, up 14% quarter-over-quarter.
  • 146 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2023 and 54 closed out, a net change of +92 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2023 was Fidelity Investments, an estimated $344M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2023 was Wellington Management Group, an estimated $419M sold.

Based on aggregated 13F filings for Q2 2023.