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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
FIM
1001
FWL Investment Management
Texas
$874K
CIAS
1002
CBIZ Investment Advisory Services
Ohio
$868K
BWP
1003
BSW Wealth Partners
Colorado
$863K
UBV
1004
United Bank (Virginia)
Virginia
$860K -$159K -2,508 -17%
DC
1005
Davenport & Co
Virginia
$859K
CAWM
1006
Capital Advisors Wealth Management
Washington
$856K +$791K +12,444 New
DWM
1007
Destination Wealth Management
California
$855K -$113K -1,780 -13%
MCM
1008
Morton Capital Management
California
$851K -$141K -2,212 -15%
PCMC
1009
Private Capital Management (Colorado)
Colorado
$843K +$2.04K +32 +0.3%
WTB
1010
Washington Trust Bank
Washington
$841K -$3.89M -61,220 -83%
BFA
1011
Bragg Financial Advisors
North Carolina
$837K -$249K -3,916 -24%
AWM
1012
AAF Wealth Management
Massachusetts
$836K +$72.2K +1,136 +10%
HA
1013
HFG Advisors
Ohio
$835K -$8.9K -140 -1%
RF
1014
Rollins Financial
Georgia
$833K +$440K +6,912 +133%
CAM
1015
Cozad Asset Management
Illinois
$830K -$72.7K -1,144 -9%
LIA
1016
LS Investment Advisors
Michigan
$830K -$33.1K -520 -4%
PCH
1017
PGIM Custom Harvest
New Jersey
$830K +$767K +12,060 New
GA
1018
Goldstein Advisors
Wisconsin
$826K +$52.9K +832 +7%
SVCP
1019
Silicon Valley Capital Partners
California
$825K +$1.02K +16 +0.1%
BWFA
1020
Baltimore-Washington Financial Advisors
Maryland
$823K
BFWA
1021
Benchmark Financial Wealth Advisors
Florida
$822K +$133K +2,084 +21%
VF
1022
VitalStone Financial
Texas
$821K -$196K -3,084 -19%
OWP
1023
Obermeyer Wealth Partners
Colorado
$820K +$229K +3,596 +43%
ZF
1024
Zhang Financial
Michigan
$819K -$29K -456 -4%
CNC
1025
Citizens & Northern Corp
Pennsylvania
$815K -$124K -1,956 -14%

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.