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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
AFP
876
Ausdal Financial Partners
Iowa
$1.47M +$30.3K +428 +2%
WCWM
877
Willow Creek Wealth Management
California
$1.46M -$18.4K -260 -1%
TAM
878
Townsend Asset Management
North Carolina
$1.46M +$17.5K +248 +1%
TFM
879
Trademark Financial Management
Minnesota
$1.45M +$1.35M +19,144 New
WMA
880
West Michigan Advisors
Michigan
$1.45M -$117K -1,656 -8%
PBF
881
Petix & Botte Financial
California
$1.44M
RB
882
Renasant Bank
Mississippi
$1.44M -$63.1K -892 -4%
VCP
883
Verus Capital Partners
Arizona
$1.43M -$1.13K -16 -0.1%
KIA
884
KCM Investment Advisors
California
$1.43M -$15.6K -220 -1%
BTWM
885
Baker Tilly Wealth Management
Wisconsin
$1.43M +$84K +1,188 +7%
BFPW
886
BOK Financial Private Wealth
Colorado
$1.43M -$20.9K -296 -2%
RFG
887
RFP Financial Group
Georgia
$1.43M
Chevy Chase Trust
888
Chevy Chase Trust
Maryland
$1.42M -$63.9K -904 -5%
CC
889
Courier Capital
New York
$1.42M -$13.6K -192 -1%
TTWM
890
TCV Trust & Wealth Management
Virginia
$1.42M -$51.8K -732 -4%
SC
891
SouthState Corp
Florida
$1.42M -$225K -3,184 -15%
IF
892
Ironwood Financial
Arizona
$1.41M -$13K -184 -1%
IBOK
893
Independence Bank of Kentucky
Kentucky
$1.41M -$135K -1,916 -9%
TGAM
894
TBH Global Asset Management
Tennessee
$1.41M -$8.2K -116 -0.6%
SIM
895
Stratos Investment Management
Ohio
$1.41M +$578K +8,168 +78%
MWS
896
Maxwell Wealth Strategies
California
$1.4M +$1.31M +18,464 New
GCM
897
Gallacher Capital Management
Colorado
$1.4M +$4.53K +64 +0.3%
SCM
898
Sage Capital Management
New Jersey
$1.4M +$1.3M +18,428 New
WF
899
Welch & Forbes
Massachusetts
$1.39M -$8.49K -120 -0.6%
AIS
900
American Investment Services
Massachusetts
$1.39M -$34.8K -492 -3%

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.