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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
CFS
851
Cannon Financial Strategists
Georgia
$1.26M -$65.6K -1,032 -5%
SWA
852
Sutton Wealth Advisors
Florida
$1.26M -$14.5K -228 -1%
GWS
853
Glassman Wealth Services
Virginia
$1.26M -$104K -1,632 -8%
IAG
854
Investment Advisory Group
Massachusetts
$1.26M +$66.1K +1,040 +6%
NIM
855
Northeast Investment Management
Massachusetts
$1.25M +$1.16M +18,228 New
SFA
856
Seneca Financial Advisors
New York
$1.25M -$113K -1,776 -9%
CWM
857
Castle Wealth Management
Florida
$1.25M
BC
858
Brio Consultants
California
$1.25M +$23.4K +368 +2%
HCM
859
HMS Capital Management
Tennessee
$1.25M
WCP
860
Wick Capital Partners
Pennsylvania
$1.25M
GA
861
Greenspring Advisors
Maryland
$1.25M -$915K -14,392 -44%
B
862
Bensler
Washington
$1.24M
EWP
863
Engrave Wealth Partners
Texas
$1.24M -$17.3K -272 -1%
CFO
864
Custos Family Office
Texas
$1.24M +$639K +10,052 +127%
MYIA
865
Mount Yale Investment Advisors
Colorado
$1.24M +$77.3K +1,216 +7%
CAM
866
Cidel Asset Management
Ontario, Canada
$1.23M
SIA
867
Stegner Investment Associates
Kentucky
$1.23M
JWBC
868
J.W. Burns & Co
New York
$1.22M -$6.87K -108 -0.6%
VNA
869
Valley National Advisers
Pennsylvania
$1.22M
CT
870
Coastline Trust
Rhode Island
$1.22M -$78.6K -1,236 -7%
Koshinski Asset Management
871
Koshinski Asset Management
Illinois
$1.21M +$74K +1,164 +7%
ClearBridge Investments
872
ClearBridge Investments
New York
$1.2M +$1.11M +17,492 New
FMN
873
Financial Management Network
California
$1.2M
PP
874
PrairieView Partners
Minnesota
$1.2M +$581K +9,144 +110%
AWM
875
Angeles Wealth Management
California
$1.2M

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.