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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
HIP
851
HUB Investment Partners
Texas
$1.57M +$419K +5,928 +40%
FGA
852
Fortis Group Advisors
New Jersey
$1.56M +$729K +10,308 +100%
CCG
853
Cypress Capital Group
Florida
$1.56M -$1.41K -20 -0.1%
BFM
854
Broadview Financial Management
Wisconsin
$1.54M -$42.4K -600 -3%
SIC
855
Salem Investment Counselors
North Carolina
$1.54M -$12.4K -176 -0.9%
WCP
856
Wick Capital Partners
Pennsylvania
$1.54M +$40.2K +568 +3%
ACM
857
Advisors Capital Management
New Jersey
$1.54M +$19.2K +272 +1%
MPCG
858
Matrix Private Capital Group
New York
$1.53M +$28.6K +404 +2%
GT
859
Greenleaf Trust
Michigan
$1.53M -$131K -1,852 -8%
TNB
860
Thomasville National Bank
Georgia
$1.53M
MAM
861
MWA Asset Management
Massachusetts
$1.52M -$26.6K -376 -2%
HP
862
Hyperion Partners
Pennsylvania
$1.52M +$2.26K +32 +0.2%
TCOTS
863
Trust Company of the South
North Carolina
$1.52M +$1.42M +20,028 New
IA
864
IFG Advisors
Missouri
$1.51M +$36.2K +512 +3%
FCG
865
Financial Connections Group
California
$1.51M +$1.41M +19,904 New
V
866
VeraBank
Texas
$1.5M +$34.8K +492 +3%
TP
867
Tranquility Partners
Tennessee
$1.49M -$117K -1,648 -8%
BCM
868
Brookmont Capital Management
Texas
$1.49M +$362K +5,120 +35%
IB
869
Intrust Bank
Kansas
$1.49M -$5.94K -84 -0.4%
ECM
870
Evergreen Capital Management
Washington
$1.48M +$74.7K +1,056 +6%
DCM
871
Donaldson Capital Management
Indiana
$1.48M -$8.77K -124 -0.6%
TC
872
Trilogy Capital
California
$1.48M -$124K -1,748 -8%
FI
873
Financial Insights
Washington
$1.47M -$46.1K -652 -3%
AFC
874
AFT Forsyth & Company
Florida
$1.47M +$29.1K +412 +2%
LSAG
875
Lake Street Advisors Group
New Hampshire
$1.47M +$1.37M +19,360 New

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.