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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
MW
926
Marcum Wealth
Ohio
$1.06M -$2.67M -41,948 -73%
WP
927
WMS Partners
Maryland
$1.06M
Janus Henderson Group
928
Janus Henderson Group
United Kingdom
$1.06M -$521K -8,200 -35%
BCM
929
Brookmont Capital Management
Texas
$1.06M -$22.6K -356 -2%
PA
930
Planning Alternatives
Michigan
$1.06M
TWC
931
TD Waterhouse Canada
Ontario, Canada
$1.06M +$464K +7,300 +94%
SAM
932
S.A. Mason
Michigan
$1.05M
CD
933
Chapin Davis
Maryland
$1.05M -$1.27K -20 -0.1%
PA
934
PFG Advisors
Arizona
$1.05M -$2.37M -37,280 -71%
ST
935
Smithfield Trust
Pennsylvania
$1.05M +$218K +3,424 +29%
CCT
936
Capital City Trust
Florida
$1.04M
CWA
937
Capital Wealth Alliance
Arizona
$1.03M +$951K +14,960 New
HFS
938
Heritage Financial Services
Massachusetts
$1.03M -$2.8K -44 -0.3%
HIP
939
HUB Investment Partners
Texas
$1.03M -$8.9K -140 -0.9%
AGC
940
Aspen Grove Capital
Colorado
$1.02M +$947K +14,896 New
WA
941
Wealthstar Advisors
Texas
$1.02M +$5.09K +80 +0.5%
TWM
942
Thrive Wealth Management
Pennsylvania
$1.02M +$376K +5,908 +66%
ESB
943
Essex Savings Bank
Connecticut
$1.02M
EL
944
EWA LLC
Pennsylvania
$1.02M +$2.8K +44 +0.3%
WIC
945
Woodmont Investment Counsel
Tennessee
$1.02M
MAM
946
Madison Asset Management
Wisconsin
$1.02M
LWM
947
Lyell Wealth Management
California
$1.01M
ACS
948
Archford Capital Strategies
Illinois
$1.01M
QCG
949
Quadrant Capital Group
Ohio
$1M -$100K -1,572 -10%
WPW
950
Watershed Private Wealth
Illinois
$1M

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.