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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 %
ST
1051
Spinnaker Trust
Maine
$749K – – –
RPGK
1052
Retirement Planning Group (Kansas)
Kansas
$744K +$71.3K +259 +11%
LI
1053
LMCG Investments
Massachusetts
$742K +$157K +572 +27%
USB
1054
Union Savings Bank
Connecticut
$742K +$742K +2,606 New
CIC
1055
Chilton Investment Company
Connecticut
$741K +$741K +2,693 New
LRIA
1056
Leonard Rickey Investment Advisors
Washington
$740K -$19.5K -71 -3%
B
1057
Bailard
California
$734K – – –
ICP
1058
Interchange Capital Partners
Pennsylvania
$733K -$240K -871 -25%
TF
1059
Theory Financial
Colorado
$733K +$78.2K +284 +12%
FPGK
1060
Financial Partners Group (Kansas)
Kansas
$732K +$12.7K +46 +2%
SLG
1061
Stanley-Laman Group
Pennsylvania
$730K +$730K +2,653 New
TC
1062
TAGStone Capital
North Carolina
$725K +$1.1K +4 +0.2%
MPW
1063
MA Private Wealth
California
$725K -$161K -586 -18%
PIA
1064
Petredis Investment Advisors
Pennsylvania
$722K – – –
GFG
1065
Goldstone Financial Group
Illinois
$720K -$179K -649 -20%
Bank Julius Baer & Co
1066
Bank Julius Baer & Co
Switzerland
$719K -$90.5K -329 -11%
ACA
1067
Ackerman Capital Advisors
Texas
$718K – – –
SIM
1068
Stratos Investment Management
Ohio
$718K +$551 +2 +0.1%
EHC
1069
Everett Harris & Co
California
$717K +$8.53K +31 +1%
RIM
1070
Rockbridge Investment Management
New York
$714K – – –
RPC
1071
Rossmore Private Capital
Connecticut
$712K -$66.9K -243 -9%
CC
1072
Chicago Capital
Illinois
$710K +$4.4K +16 +0.6%
HIMC
1073
Heritage Investors Management Corp
Maryland
$709K -$23.4K -85 -3%
TWA
1074
TCI Wealth Advisors
Arizona
$709K +$182K +660 +34%
TFM
1075
TFC Financial Management
Massachusetts
$709K +$35.8K +130 +5%
41 42
43
44 45