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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
PP
926
PrairieView Partners
Minnesota
$1.32M +$283 +4 +0%
PF
927
Parker Financial
Washington
$1.32M -$85.1K -1,204 -6%
GWS
928
Glassman Wealth Services
Virginia
$1.32M -$88K -1,244 -7%
MCM
929
Mattern Capital Management
Colorado
$1.31M
AFTS
930
American Financial & Tax Strategies
New York
$1.31M +$1.22M +17,292 New
SAM
931
S.A. Mason
Michigan
$1.31M
EWM
932
Evermay Wealth Management
Virginia
$1.3M -$566 -8 -0%
OCM
933
Orser Capital Management
Texas
$1.29M -$26.9K -380 -2%
FA
934
Fiducient Advisors
Illinois
$1.29M -$652K -9,224 -35%
SGCA
935
Steel Grove Capital Advisors
Tennessee
$1.29M -$149K -2,100 -11%
AWM
936
Angeles Wealth Management
California
$1.29M -$12.7K -180 -1%
PL
937
Plancorp LLC
Missouri
$1.29M +$13.3K +188 +1%
FHB
938
First Hawaiian Bank
Hawaii
$1.28M
WT
939
Washington Trust
Rhode Island
$1.28M +$17K +240 +1%
BBPWM
940
Blue Bell Private Wealth Management
Pennsylvania
$1.28M +$3.96K +56 +0.3%
GLA
941
Good Life Advisors
Pennsylvania
$1.27M +$49.5K +700 +4%
EWP
942
Engrave Wealth Partners
Texas
$1.27M
FPCG
943
Forum Private Client Group
Indiana
$1.27M +$1.18M +16,716 New
Qube Research & Technologies (QRT)
944
Qube Research & Technologies (QRT)
United Kingdom
$1.26M +$940K +13,292 +396%
AFG
945
Allegheny Financial Group
Pennsylvania
$1.26M +$88.5K +1,252 +8%
CWA
946
Capital Wealth Alliance
Arizona
$1.26M +$39.9K +564 +4%
RMAM
947
Raab & Moskowitz Asset Management
New Jersey
$1.25M +$30.5K +432 +3%
HAS
948
HBW Advisory Services
California
$1.25M -$68.2K -964 -6%
TAM
949
Tocqueville Asset Management
New York
$1.25M -$28.3K -400 -2%
KCM
950
Kanawha Capital Management
Virginia
$1.25M -$16.4K -232 -1%

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.