We are live on ! Find out more
IWF icon

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
EWA
976
Encompass Wealth Advisors
Oregon
$1.17M -$4.81K -68 -0.4%
PA
977
Planning Alternatives
Michigan
$1.17M
AMG
978
Asset Management Group
Connecticut
$1.17M -$47.8K -676 -4%
PWP
979
Perfromance Wealth Partners
Illinois
$1.17M -$278K -3,932 -20%
PIFP
980
Partners in Financial Planning
Virginia
$1.16M
NRW
981
Nova R Wealth
Kansas
$1.16M -$140K -1,980 -11%
MKA
982
M. Kulyk & Associates
Georgia
$1.16M -$37.9K -536 -3%
LWANC
983
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.15M
Betterment LLC
984
Betterment LLC
New York
$1.15M +$303K +4,288 +40%
WPW
985
Watershed Private Wealth
Illinois
$1.15M +$301K +4,252 +39%
SXL
986
Summit X LLC
Missouri
$1.14M -$87.4K -1,236 -8%
AAP
987
Arax Advisory Partners
Colorado
$1.13M -$93.6K -1,324 -8%
JWM
988
Jupiter Wealth Management
Colorado
$1.13M
GSEP
989
Golden State Equity Partners
California
$1.13M +$123K +1,744 +13%
CD
990
Chapin Davis
Maryland
$1.13M -$24.3K -344 -2%
SFG
991
StrategIQ Financial Group
Indiana
$1.12M +$67.3K +952 +7%
AA
992
Addison Advisors
Vermont
$1.11M -$41.6K -588 -4%
HFS
993
Heritage Financial Services
Massachusetts
$1.11M -$13.6K -192 -1%
WP
994
WMS Partners
Maryland
$1.11M -$56.6K -800 -5%
YIH
995
Y-Intercept (HK)
Hong Kong
$1.11M +$709K +10,032 +219%
WA
996
Wealthstar Advisors
Texas
$1.11M -$20.1K -284 -2%
WIA
997
World Investment Advisors
California
$1.11M +$200K +2,832 +24%
GRA
998
Golden Road Advisors
Florida
$1.11M +$1.03M +14,584 New
CM
999
Columbus Macro
Pennsylvania
$1.1M -$564K -7,976 -35%
BFWA
1000
Benchmark Financial Wealth Advisors
Florida
$1.1M -$18.7K -264 -2%

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.