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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
MCM
1051
Morton Capital Management
California
$968K +$18.7K +264 +2%
OWP
1052
Obermeyer Wealth Partners
Colorado
$967K +$73K +1,032 +9%
BCP
1053
Berkeley Capital Partners
Georgia
$965K +$4.81K +68 +0.5%
FIM
1054
FWL Investment Management
Texas
$963K
BA
1055
Ballew Advisors
Mississippi
$959K -$61.4K -868 -6%
OCG
1056
Opus Capital Group
Ohio
$958K
BWP
1057
BSW Wealth Partners
Colorado
$951K
HNWA
1058
Henrickson Nauta Wealth Advisors
Michigan
$949K +$338K +4,784 +62%
SB
1059
Strategic Blueprint
Georgia
$949K +$4.81K +68 +0.5%
IAS
1060
Insigneo Advisory Services
Florida
$948K +$463K +6,552 +110%
AP
1061
Adero Partners
California
$946K +$62.2K +880 +8%
RF
1062
Rollins Financial
Georgia
$945K
RFA
1063
Rollins Financial Advisors
New York
$945K +$882K +12,468 New
AIC
1064
Argus Investors Counsel
New York
$939K -$29.4K -416 -3%
CIP
1065
Capital Insight Partners
Arizona
$937K
BWFA
1066
Baltimore-Washington Financial Advisors
Maryland
$935K +$18.4K +260 +2%
CT
1067
Coastline Trust
Rhode Island
$931K -$468K -6,620 -35%
CAS
1068
Coppell Advisory Solutions
Texas
$930K +$38.2K +540 +5%
SSWM
1069
Smith Salley Wealth Management
North Carolina
$929K +$132K +1,860 +18%
AGC
1070
Aspen Grove Capital
Colorado
$927K -$188K -2,664 -18%
UBV
1071
United Bank (Virginia)
Virginia
$925K
NFSG
1072
Newbridge Financial Services Group
Florida
$922K -$10.7K -152 -1%
AWM
1073
Avitas Wealth Management
California
$921K -$60.8K -860 -7%
NG
1074
NWK Group
California
$921K
HWM
1075
Hemington Wealth Management
Virginia
$919K -$56.9K -804 -6%

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.