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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
FMN
951
Financial Management Network
California
$1.24M -$6.51K -92 -0.5%
PSCM
952
Per Stirling Capital Management
Texas
$1.24M -$28.9K -408 -2%
VT
953
Vise Technologies
New York
$1.23M +$76.1K +1,076 +7%
POIA
954
Pin Oak Investment Advisors
Texas
$1.23M
SOS
955
Silver Oak Securities
Tennessee
$1.23M +$246K +3,472 +27%
CWP
956
Curated Wealth Partners
California
$1.23M
MSAM
957
Moloney Securities Asset Management
Missouri
$1.23M +$2.55K +36 +0.2%
KCM
958
Kendall Capital Management
Maryland
$1.22M -$1.41K -20 -0.1%
OHWP
959
Oak Harbor Wealth Partners
North Carolina
$1.22M
SFA
960
Seneca Financial Advisors
New York
$1.21M -$154K -2,184 -12%
TWM
961
Thrive Wealth Management
Pennsylvania
$1.21M -$102K -1,444 -8%
EIA
962
Edgemoor Investment Advisors
Maryland
$1.21M
SCM
963
Schnieders Capital Management
California
$1.21M +$849 +12 +0.1%
EWA
964
ERTS Wealth Advisors
Michigan
$1.21M -$97.6K -1,380 -8%
BCA
965
Bay Colony Advisors
Massachusetts
$1.2M +$1.12M +15,860 New
FWCM
966
Ferguson Wellman Capital Management
Oregon
$1.2M +$272K +3,844 +32%
SSWM
967
Sheets Smith Wealth Management
North Carolina
$1.2M -$5.94K -84 -0.5%
EA
968
Eudaimonia Advisors
Tennessee
$1.2M -$42.4K -600 -4%
FPTW
969
Franklin, Parlapiano, Turner & Welch
Texas
$1.2M -$1.7K -24 -0.2%
WFA
970
WestHill Financial Advisors
California
$1.19M
VWM
971
Venturi Wealth Management
Texas
$1.19M
EL
972
EWA LLC
Pennsylvania
$1.19M +$849 +12 +0.1%
DWM
973
Destination Wealth Management
California
$1.18M +$226K +3,196 +26%
BFA
974
Brown Financial Advisory
Alabama
$1.18M -$47.8K -676 -4%
QAM
975
Q3 Asset Management
Michigan
$1.18M +$1.1M +15,568 New

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.