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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
CAM
1051
Carret Asset Management
New York
$750K -$15.3K -240 -2%
B
1052
Bridgeworth
Alabama
$750K
SMA
1053
Seven Mile Advisory
New Jersey
$750K +$693K +10,900 New
ST
1054
Spinnaker Trust
Maine
$749K
RPGK
1055
Retirement Planning Group (Kansas)
Kansas
$744K +$65.9K +1,036 +11%
LI
1056
LMCG Investments
Massachusetts
$742K +$145K +2,288 +27%
USB
1057
Union Savings Bank
Connecticut
$742K +$663K +10,424 New
CIC
1058
Chilton Investment Company
Connecticut
$741K +$685K +10,772 New
LRIA
1059
Leonard Rickey Investment Advisors
Washington
$740K -$18.1K -284 -3%
B
1060
Bailard
California
$734K
ICP
1061
Interchange Capital Partners
Pennsylvania
$733K -$222K -3,484 -25%
TF
1062
Theory Financial
Colorado
$733K +$72.2K +1,136 +12%
FPGK
1063
Financial Partners Group (Kansas)
Kansas
$732K +$11.7K +184 +2%
SLG
1064
Stanley-Laman Group
Pennsylvania
$730K +$675K +10,612 New
TC
1065
TAGStone Capital
North Carolina
$725K +$1.02K +16 +0.2%
MPW
1066
MA Private Wealth
California
$725K -$149K -2,344 -18%
PIA
1067
Petredis Investment Advisors
Pennsylvania
$722K
GFG
1068
Goldstone Financial Group
Illinois
$720K -$165K -2,596 -20%
Bank Julius Baer & Co
1069
Bank Julius Baer & Co
Switzerland
$719K -$83.7K -1,316 -11%
ACA
1070
Ackerman Capital Advisors
Texas
$718K
SIM
1071
Stratos Investment Management
Ohio
$718K +$509 +8 +0.1%
EHC
1072
Everett Harris & Co
California
$717K +$7.88K +124 +1%
RIM
1073
Rockbridge Investment Management
New York
$714K
RPC
1074
Rossmore Private Capital
Connecticut
$712K -$61.8K -972 -9%
CC
1075
Chicago Capital
Illinois
$710K +$4.07K +64 +0.6%

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.