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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
NIM
901
Northeast Investment Management
Massachusetts
$1.38M
WTA
902
Washington Trust Advisors
Massachusetts
$1.38M -$7.92K -112 -0.6%
JWBC
903
J.W. Burns & Co
New York
$1.38M +$35.4K +500 +3%
B
904
Bensler
Washington
$1.38M +$10.2K +144 +0.8%
QCG
905
Quadrant Capital Group
Ohio
$1.38M
HCM
906
HMS Capital Management
Tennessee
$1.37M
CIC
907
Carnegie Investment Counsel
Ohio
$1.37M -$162K -2,284 -11%
GA
908
Greenspring Advisors
Maryland
$1.37M
MFG
909
Magnus Financial Group
New York
$1.37M -$86.8K -1,228 -6%
SFS
910
Strategic Financial Services
New York
$1.37M -$184K -2,604 -13%
CWM
911
Castle Wealth Management
Florida
$1.37M
CPA
912
Cardiff Park Advisors
California
$1.36M +$2.55K +36 +0.2%
BFC
913
Bedel Financial Consulting
Indiana
$1.36M -$17K -240 -1%
FWIA
914
Fort Washington Investment Advisors
Ohio
$1.36M -$12.7K -180 -1%
CAM
915
Cidel Asset Management
Ontario, Canada
$1.36M
BC
916
Brio Consultants
California
$1.36M +$8.49K +120 +0.7%
TFA
917
Transamerica Financial Advisors
Florida
$1.35M -$147K -2,076 -10%
EWA
918
EverSource Wealth Advisors
Alabama
$1.35M +$47K +664 +4%
CFGA
919
Cambridge Financial Group (Arizona)
Arizona
$1.35M +$1.26M +17,796 New
KCPG
920
Kavar Capital Partners Group
Kansas
$1.35M +$666K +9,424 +113%
SIA
921
Stegner Investment Associates
Kentucky
$1.34M -$15.6K -220 -1%
VNA
922
Valley National Advisers
Pennsylvania
$1.34M
CCP
923
Clarkston Capital Partners
Michigan
$1.34M
PS
924
Principal Securities
Iowa
$1.33M +$1.24M +17,488 New
NRI
925
NFP Retirement Inc
California
$1.32M +$122K +1,724 +11%

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.