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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
LAS
826
Lloyd Advisory Services
Georgia
$1.68M +$1.57M +22,216 New
SCA
827
St. Clair Advisors
Ohio
$1.68M +$678K +9,584 +76%
NRC
828
New Republic Capital
North Carolina
$1.68M -$6.22K -88 -0.4%
SFS
829
Summit Financial Strategies
Ohio
$1.67M -$57.7K -816 -4%
AIC
830
Archer Investment Corporation
Indiana
$1.67M +$38.5K +544 +3%
SL
831
Salomon & Ludwin
Virginia
$1.67M
BFO
832
Biltmore Family Office
North Carolina
$1.67M
LGG
833
Luts & Greenleigh Group
Maryland
$1.66M +$52.3K +740 +3%
HIA
834
HTG Investment Advisors
Connecticut
$1.64M +$1.7K +24 +0.1%
BFG
835
Beacon Financial Group
Texas
$1.64M +$370K +5,228 +32%
BF
836
Blankinship & Foster
California
$1.64M -$43.3K -612 -3%
BLC
837
Brown, Lisle/Cummings
Rhode Island
$1.63M
IAG
838
Investment Advisory Group
Massachusetts
$1.62M +$32.5K +460 +2%
AWM
839
Arista Wealth Management
Nevada
$1.62M
RRA
840
Round Rock Advisors
Connecticut
$1.62M -$5.66K -80 -0.4%
RW
841
RVW Wealth
California
$1.61M +$18.7K +264 +1%
EWP
842
Elevation Wealth Partners
California
$1.61M
ADL
843
Asset Dedication LLC
California
$1.61M -$131K -1,856 -8%
AIM
844
Acropolis Investment Management
Missouri
$1.61M -$70.7K -1,000 -4%
PCA
845
Providence Capital Advisors
North Carolina
$1.61M
SMA
846
Seven Mile Advisory
New Jersey
$1.61M +$574K +8,116 +62%
VWM
847
Valley Wealth Managers
New Jersey
$1.6M +$315K +4,460 +27%
AWM
848
Aprio Wealth Management
Georgia
$1.6M -$2.55K -36 -0.2%
CB
849
Centennial Bank
Arkansas
$1.59M +$1.32M +18,716 +825%
BAM
850
Belpointe Asset Management
Nevada
$1.57M +$216K +3,056 +17%

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.