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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
WIC
1001
Woodmont Investment Counsel
Tennessee
$1.1M +$10.5K +148 +1%
MFG
1002
Merit Financial Group
Georgia
$1.09M +$180K +2,552 +21%
ICG
1003
InterOcean Capital Group
Tennessee
$1.09M +$86.8K +1,228 +9%
ACS
1004
Archford Capital Strategies
Illinois
$1.09M
ODG
1005
O'Dell Group
Ohio
$1.09M +$208K +2,940 +26%
GSAM
1006
Grant Street Asset Management
Pennsylvania
$1.09M +$18.4K +260 +2%
GI
1007
GAMCO Investors
Connecticut
$1.09M
AAS
1008
Asset Allocation Strategies
Michigan
$1.09M +$58.3K +824 +6%
SPC
1009
Sigma Planning Corp
Michigan
$1.09M -$2.78M -39,268 -73%
GFS
1010
GYL Financial Synergies
Connecticut
$1.08M +$194K +2,740 +24%
ASC
1011
Atalanta Sosnoff Capital
New York
$1.08M -$9.05K -128 -0.9%
RMC
1012
Regis Management Company
California
$1.08M
KIG
1013
Kowal Investment Group
Wisconsin
$1.07M +$997K +14,092 New
PCA
1014
Pallas Capital Advisors
Massachusetts
$1.07M
CW
1015
CIC Wealth
Maryland
$1.05M +$131K +1,856 +15%
TW
1016
TritonPoint Wealth
Maryland
$1.05M +$982K +13,888 New
BWA
1017
BlueChip Wealth Advisors
Georgia
$1.05M +$980K +13,860 New
WHG
1018
Westwood Holdings Group
Texas
$1.05M -$345K -4,880 -26%
WP
1019
Westmount Partners
California
$1.05M -$432K -6,112 -31%
AWM
1020
Avior Wealth Management
Nebraska
$1.05M +$381K +5,384 +64%
CFGS
1021
Concourse Financial Group Securities
Alabama
$1.04M +$147K +2,072 +18%
RWMH
1022
Riverpoint Wealth Management Holdings
Illinois
$1.04M +$1.98K +28 +0.2%
GIP
1023
Greatmark Investment Partners
Georgia
$1.04M -$14.1K -200 -1%
DFG
1024
Delta Financial Group
New Jersey
$1.03M +$283 +4 +0%
FPAS
1025
Focus Partners Advisor Solutions
Missouri
$1.03M +$175K +2,480 +22%

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.