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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
OHWP
901
Oak Harbor Wealth Partners
North Carolina
$1.13M
EA
902
Eudaimonia Advisors
Tennessee
$1.13M
FHA
903
Flagship Harbor Advisors
Massachusetts
$1.12M +$142K +2,236 +16%
POIA
904
Pin Oak Investment Advisors
Texas
$1.12M +$93.4K +1,468 +10%
CW
905
CIC Wealth
Maryland
$1.12M -$119K -1,876 -10%
SB
906
Strategic Blueprint
Georgia
$1.12M -$53.9K -848 -5%
MSAM
907
Moloney Securities Asset Management
Missouri
$1.11M -$23.1K -364 -2%
FNBOH
908
First National Bank of Hutchinson
Kansas
$1.11M +$51.9K +816 +5%
RMAM
909
Raab & Moskowitz Asset Management
New Jersey
$1.11M
SCM
910
Schnieders Capital Management
California
$1.11M +$1.27K +20 +0.1%
FFN
911
Focus Financial Network
Minnesota
$1.11M -$17K -268 -2%
AMG
912
Asset Management Group
Connecticut
$1.11M -$8.39K -132 -0.8%
WTA
913
Washington Trust Advisors
Massachusetts
$1.1M -$380K -5,968 -27%
PFGIA
914
Patriot Financial Group Insurance Agency
Massachusetts
$1.1M +$8.14K +128 +0.8%
VWM
915
Venturi Wealth Management
Texas
$1.1M -$254 -4 -0%
SSWM
916
Sheets Smith Wealth Management
North Carolina
$1.09M +$33.8K +532 +3%
AA
917
Addison Advisors
Vermont
$1.09M -$149K -2,348 -13%
FPTW
918
Franklin, Parlapiano, Turner & Welch
Texas
$1.09M -$315K -4,948 -24%
WFA
919
WestHill Financial Advisors
California
$1.09M -$19.8K -312 -2%
RWP
920
RWA Wealth Partners
Massachusetts
$1.07M -$46K -724 -4%
AP
921
Atwood & Palmer
Missouri
$1.07M +$653K +10,268 +194%
EWA
922
Encompass Wealth Advisors
Oregon
$1.07M -$2.54K -40 -0.3%
NRI
923
NFP Retirement Inc
California
$1.07M -$9.16K -144 -0.9%
LWANC
924
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.06M -$10.2K -160 -1%
PIFP
925
Partners in Financial Planning
Virginia
$1.06M

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.