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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
AP
1026
Appleton Partners
Massachusetts
$1.03M +$79.8K +1,128 +9%
WP
1027
WealthPLAN Partners
Nebraska
$1.03M
FNBOH
1028
First National Bank of Hutchinson
Kansas
$1.03M -$184K -2,600 -16%
PFG
1029
Pacific Financial Group
Washington
$1.02M +$849 +12 +0.1%
NAM
1030
NorthCrest Asset Manangement
Minnesota
$1.02M -$14.1K -200 -1%
SWM
1031
SFG Wealth Management
Maryland
$1.01M -$6.79K -96 -0.7%
PGWM
1032
Parisi Gray Wealth Management
New Jersey
$1.01M +$64.5K +912 +7%
LDB
1033
Lee, Danner & Bass
Tennessee
$1.01M -$22.1K -312 -2%
CCT
1034
Capital City Trust
Florida
$1M
SAM
1035
SP Asset Management
California
$998K +$3.68K +52 +0.4%
TFS
1036
Thoroughbred Financial Services
Tennessee
$996K +$60.5K +856 +7%
SFG
1037
SNS Financial Group
Minnesota
$993K +$223K +3,160 +32%
BFA
1038
Beacon Financial Advisory
Ohio
$991K +$89.4K +1,264 +11%
ACM
1039
Andina Capital Management
Utah
$990K +$923K +13,056 New
FSA
1040
Financial Sense Advisors
California
$984K +$14.1K +200 +2%
CIAS
1041
CBIZ Investment Advisory Services
Ohio
$983K
EK
1042
Evensky & Katz
Florida
$982K -$5.66K -80 -0.6%
BONH
1043
Bank of New Hampshire
New Hampshire
$979K
EI
1044
Ellevest Inc
New York
$976K -$1.98K -28 -0.2%
9WM
1045
9258 Wealth Management
Ohio
$973K +$120K +1,692 +15%
WW
1046
Waterfront Wealth
Kansas
$973K -$24.9K -352 -3%
HSG
1047
Helen Stephens Group
Texas
$971K -$14.4K -204 -2%
BA
1048
Ballast Advisors
Minnesota
$971K -$246K -3,484 -21%
LWM
1049
Lyell Wealth Management
California
$970K
DC
1050
Davenport & Co
Virginia
$968K +$80.9K +1,144 +10%

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.