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iShares Russell 1000 Growth ETF

1,776 hedge funds and large institutions have $51.7B invested in iShares Russell 1000 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 468 increasing their positions, 739 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more call options, than puts

Call options by funds: $117M | Put options by funds: $30.1M

32% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 74

11.25% more ownership

Funds ownership: 296.52%307.77% (+11%)

0% more funds holding

Funds holding: 1,7701,776 (+6)

2% less capital invested

Capital invested by funds: $53B → $51.7B (-$1.32B)

4% less funds holding in top 10

Funds holding in top 10: 187179 (-8)

37% less repeat investments, than reductions

Existing positions increased: 468 | Existing positions reduced: 739

Holders
1,776
Holders Change
+6
Holders Change %
+0.34%
% of All Funds
28.18%
Holding in Top 10
179
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-4.28%
% of All Funds
2.84%
New
98
Increased
468
Reduced
739
Closed
74
Calls
$117M
Puts
$30.1M
Net Calls
+$87.1M
Net Calls Change
+$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
876
Clarkston Capital Partners
Michigan
$1.17M -$97.5K -1,412 -7%
HAS
877
HBW Advisory Services
California
$1.16M -$268K -3,888 -18%
PP
878
PrairieView Partners
Minnesota
$1.16M
BFG
879
Beacon Financial Group
Texas
$1.16M -$1.57M -22,680 -58%
TWM
880
Thrive Wealth Management
Pennsylvania
$1.16M +$173K +2,504 +17%
OCM
881
Orser Capital Management
Texas
$1.16M -$2.76K -40 -0.2%
NRW
882
Nova R Wealth
Kansas
$1.15M
MCM
883
Mattern Capital Management
Colorado
$1.15M +$1.2M +17,312 New
TCBWMS
884
Texas Capital Bank Wealth Management Services
Texas
$1.15M -$2.21K -32 -0.2%
Koshinski Asset Management
885
Koshinski Asset Management
Illinois
$1.15M -$21.8K -316 -2%
EWA
886
ERTS Wealth Advisors
Michigan
$1.15M -$829 -12 -0.1%
SAM
887
S.A. Mason
Michigan
$1.15M +$4.14K +60 +0.3%
AWM
888
Angeles Wealth Management
California
$1.14M -$19.3K -280 -2%
EWA
889
EverSource Wealth Advisors
Alabama
$1.14M +$260K +3,760 +28%
EWM
890
Evermay Wealth Management
Virginia
$1.14M +$23.2K +336 +2%
DCP
891
DSM Capital Partners
Florida
$1.14M +$278K +4,024 +31%
FMN
892
Financial Management Network
California
$1.13M -$34.5K -500 -3%
EIA
893
Eldridge Investment Advisors
New Hampshire
$1.13M
FHB
894
First Hawaiian Bank
Hawaii
$1.13M -$580K -8,400 -33%
TAM
895
Tocqueville Asset Management
New York
$1.12M
PSCM
896
Per Stirling Capital Management
Texas
$1.12M -$20.2K -292 -2%
CFO
897
Colony Family Offices
North Carolina
$1.12M
PL
898
Plancorp LLC
Missouri
$1.12M -$2.76K -40 -0.2%
BBPWM
899
Blue Bell Private Wealth Management
Pennsylvania
$1.12M
EWP
900
Engrave Wealth Partners
Texas
$1.11M -$88.1K -1,276 -7%

IWF Hedge Fund Activity: Q3 2023 in Review

1,776 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2023, worth a combined $51.7B — down 2.5% from $53B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new IWF positions and 74 closed out — a net gain of 24 holders — while 468 added to existing stakes and 739 trimmed.

The largest buyer was Pathstone Family Office, adding an estimated $1.55B. The largest seller was Fidelity Investments, cutting an estimated $526M.

  • 1,776 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2023, up from 1,770 in Q2 2023.
  • Funds reported $51.7B of iShares Russell 1000 Growth ETF stock for Q3 2023, down 2.5% quarter-over-quarter.
  • 98 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2023 and 74 closed out, a net change of +24 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2023 was Pathstone Family Office, an estimated $1.55B added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2023 was Fidelity Investments, an estimated $526M sold.

Based on aggregated 13F filings for Q3 2023.