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iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

1,761 hedge funds and large institutions have $53B invested in iShares Russell 1000 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 528 increasing their positions, 683 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,761
Holders Change
+72
Holders Change %
+4.26%
% of All Funds
27.77%
Holding in Top 10
186
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+8.14%
% of All Funds
2.93%
New
144
Increased
528
Reduced
683
Closed
54
Calls
$110M
Puts
$42.5M
Net Calls
+$67.4M
Net Calls Change
+$10.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$373M
2
CM
Churchill Management
California
+$186M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$169M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$85.8M
5
Cerity Partners
Cerity Partners
New York
+$67.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$453M
2
Bank of America
Bank of America
North Carolina
-$312M
3
Morgan Stanley
Morgan Stanley
New York
-$252M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$243M
5
SW
SVB Wealth
Massachusetts
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBV
1001
United Bank (Virginia)
Virginia
$860K -$173K -627 -17%
DC
1002
Davenport & Co
Virginia
$859K – – –
CAWM
1003
Capital Advisors Wealth Management
Washington
$856K +$856K +3,111 New
DWM
1004
Destination Wealth Management
California
$855K -$122K -445 -13%
MCM
1005
Morton Capital Management
California
$851K -$152K -553 -15%
PCMC
1006
Private Capital Management (Colorado)
Colorado
$843K +$2.2K +8 +0.3%
WTB
1007
Washington Trust Bank
Washington
$841K -$4.21M -15,305 -83%
BFA
1008
Bragg Financial Advisors
North Carolina
$837K -$269K -979 -24%
AWM
1009
AAF Wealth Management
Massachusetts
$836K +$78.2K +284 +10%
HA
1010
HFG Advisors
Ohio
$835K -$9.63K -35 -1%
RF
1011
Rollins Financial
Georgia
$833K +$475K +1,728 +133%
CAM
1012
Cozad Asset Management
Illinois
$830K -$78.7K -286 -9%
LIA
1013
LS Investment Advisors
Michigan
$830K -$35.8K -130 -4%
PCH
1014
PGIM Custom Harvest
New Jersey
$830K +$830K +3,015 New
GA
1015
Goldstein Advisors
Wisconsin
$826K +$57.2K +208 +7%
SVCP
1016
Silicon Valley Capital Partners
California
$825K +$1.1K +4 +0.1%
BWFA
1017
Baltimore-Washington Financial Advisors
Maryland
$823K – – –
BFWA
1018
Benchmark Financial Wealth Advisors
Florida
$822K +$143K +521 +21%
VF
1019
VitalStone Financial
Texas
$821K -$188K -771 -19%
OWP
1020
Obermeyer Wealth Partners
Colorado
$820K +$247K +899 +43%
ZF
1021
Zhang Financial
Michigan
$819K -$31.3K -114 -4%
CNC
1022
Citizens & Northern Corp
Pennsylvania
$815K -$135K -489 -14%
LHC
1023
Little House Capital
Massachusetts
$808K +$185K +671 +30%
FCFC
1024
First Commonwealth Financial Corp
Pennsylvania
$808K – – –
FCCM
1025
First City Capital Management
Georgia
$806K – – –
39 40
41
42 43