We are live on ! Find out more
IWF icon

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
SEM
951
Suncoast Equity Management
Florida
$997K +$272K +4,280 +42%
EK
952
Evensky & Katz
Florida
$996K -$146K -2,300 -14%
Charles Schwab
953
Charles Schwab
California
$991K -$102K -1,600 -10%
GI
954
GAMCO Investors
Connecticut
$988K
ASC
955
Atalanta Sosnoff Capital
New York
$983K +$294K +4,616 +48%
SWM
956
SFG Wealth Management
Maryland
$983K -$12.2K -192 -1%
AFG
957
Allegheny Financial Group
Pennsylvania
$979K
RMC
958
Regis Management Company
California
$977K
CIP
959
Capital Insight Partners
Arizona
$977K +$124K +1,952 +16%
SIC
960
Samalin Investment Counsel
New York
$971K -$420K -6,600 -32%
EIA
961
Edgemoor Investment Advisors
Maryland
$968K
RW
962
Regimen Wealth
Georgia
$964K -$909K -14,292 -50%
NFSG
963
Newbridge Financial Services Group
Florida
$960K -$17.8K -280 -2%
GSAM
964
Grant Street Asset Management
Pennsylvania
$958K +$26.2K +412 +3%
Edgewood Management
965
Edgewood Management
Connecticut
$958K +$184K +2,900 +26%
ASFA
966
All Season Financial Advisors
Colorado
$958K +$885K +13,920 New
GIP
967
Greatmark Investment Partners
Georgia
$955K -$19.3K -304 -2%
BOH
968
Bank of Hawaii
Hawaii
$955K
GWM
969
Geneos Wealth Management
Colorado
$951K -$137K -2,156 -13%
TI
970
Trexquant Investment
Connecticut
$950K +$878K +13,812 New
NAM
971
NorthCrest Asset Manangement
Minnesota
$946K -$9.67K -152 -1%
RWMH
972
Riverpoint Wealth Management Holdings
Illinois
$941K
WW
973
Waterfront Wealth
Kansas
$941K
AC
974
Apella Capital
Connecticut
$940K +$869K +13,664 New
WP
975
Westmount Partners
California
$940K

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.