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iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

1,761 hedge funds and large institutions have $53B invested in iShares Russell 1000 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 528 increasing their positions, 683 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,761
Holders Change
+72
Holders Change %
+4.26%
% of All Funds
27.77%
Holding in Top 10
186
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+8.14%
% of All Funds
2.93%
New
144
Increased
528
Reduced
683
Closed
54
Calls
$110M
Puts
$42.5M
Net Calls
+$67.4M
Net Calls Change
+$10.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$373M
2
CM
Churchill Management
California
+$186M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$169M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$85.8M
5
Cerity Partners
Cerity Partners
New York
+$67.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$453M
2
Bank of America
Bank of America
North Carolina
-$312M
3
Morgan Stanley
Morgan Stanley
New York
-$252M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$243M
5
SW
SVB Wealth
Massachusetts
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
926
Brookmont Capital Management
Texas
$1.06M -$24.5K -89 -2%
PA
927
Planning Alternatives
Michigan
$1.06M – – –
TWC
928
TD Waterhouse Canada
Ontario, Canada
$1.06M +$510K +1,825 +94%
SAM
929
S.A. Mason
Michigan
$1.05M – – –
CD
930
Chapin Davis
Maryland
$1.05M -$1.38K -5 -0.1%
PA
931
PFG Advisors
Arizona
$1.05M -$2.56M -9,320 -71%
ST
932
Smithfield Trust
Pennsylvania
$1.05M +$235K +856 +29%
CCT
933
Capital City Trust
Florida
$1.04M – – –
CWA
934
Capital Wealth Alliance
Arizona
$1.03M +$1.03M +3,740 New
HFS
935
Heritage Financial Services
Massachusetts
$1.03M -$3.03K -11 -0.3%
HIP
936
HUB Investment Partners
Texas
$1.03M -$9.63K -35 -0.9%
AGC
937
Aspen Grove Capital
Colorado
$1.02M +$1.02M +3,724 New
WA
938
Wealthstar Advisors
Texas
$1.02M +$5.5K +20 +0.5%
TWM
939
Thrive Wealth Management
Pennsylvania
$1.02M +$406K +1,477 +66%
ESB
940
Essex Savings Bank
Connecticut
$1.02M – – –
EL
941
EWA LLC
Pennsylvania
$1.02M +$3.03K +11 +0.3%
WIC
942
Woodmont Investment Counsel
Tennessee
$1.02M – – –
MAM
943
Madison Asset Management
Wisconsin
$1.02M – – –
LWM
944
Lyell Wealth Management
California
$1.01M – – –
ACS
945
Archford Capital Strategies
Illinois
$1.01M – – –
QCG
946
Quadrant Capital Group
Ohio
$1M -$108K -393 -10%
WPW
947
Watershed Private Wealth
Illinois
$1M – – –
SEM
948
Suncoast Equity Management
Florida
$997K +$294K +1,070 +42%
EK
949
Evensky & Katz
Florida
$996K -$158K -575 -14%
Charles Schwab
950
Charles Schwab
California
$991K -$110K -400 -10%
36 37
38
39 40