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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
SQA
76
Simon Quick Advisors
New Jersey
$69.9M +$8.24M +129,568 +15%
CMA
77
Cedar Mountain Advisors
Oregon
$65M -$368K -5,780 -0.6%
IC
78
IEQ Capital
California
$64.7M +$3.43M +53,976 +6%
SPIA
79
Steward Partners Investment Advisory
New York
$64.5M -$1.7M -26,688 -3%
Bank of Nova Scotia
80
Bank of Nova Scotia
Ontario, Canada
$63M -$254 -4 -0%
MCM
81
MV Capital Management
Maryland
$61M +$1.93M +30,332 +4%
SGAM
82
Stephens Group Asset Management
Arkansas
$60.8M +$308K +4,836 +0.6%
Two Sigma Investments
83
Two Sigma Investments
New York
$59M +$54.5M +857,200 New
AIA
84
Alera Investment Advisors
Illinois
$58.9M +$649K +10,212 +1%
FBFS
85
First Business Financial Services
Wisconsin
$58.3M -$723K -11,364 -1%
MGIA
86
Moneta Group Investment Advisors
Missouri
$57.9M +$1.42M +22,300 +3%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$57.2M +$8.64M +135,852 +19%
AllianceBernstein
88
AllianceBernstein
Tennessee
$56.2M -$1.56M -24,472 -3%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$55.8M +$1.46M +22,984 +3%
BAAM
90
Baker Avenue Asset Management
California
$54.6M -$515K -8,100 -1%
Barclays
91
Barclays
United Kingdom
$52.6M +$48.6M +763,880 +63,657%
Jones Financial Companies
92
Jones Financial Companies
Missouri
$52.1M -$1.3M -20,400 -3%
BPA
93
Beacon Pointe Advisors
California
$51.1M +$3.12M +49,136 +7%
WA
94
Waverly Advisors
Alabama
$50.8M -$1.32M -20,760 -3%
KAM
95
Kensington Asset Management
Texas
$50.6M -$51.1M -804,000 -52%
BIM
96
Bridges Investment Management
Nebraska
$49.7M -$4.73M -74,424 -9%
Brown Advisory
97
Brown Advisory
Maryland
$49.1M -$3.65M -57,400 -7%
AWP
98
Ascent Wealth Partners
New York
$47.8M +$3.08M +48,488 +8%
AWE
99
Avidian Wealth Enterprises
Texas
$47M -$12.8M -200,568 -23%
HSBC Holdings
100
HSBC Holdings
United Kingdom
$46.2M -$2.31M -36,348 -5%

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.