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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
HIMC
1076
Heritage Investors Management Corp
Maryland
$709K -$21.6K -340 -3%
TWA
1077
TCI Wealth Advisors
Arizona
$709K +$168K +2,640 +34%
TFM
1078
TFC Financial Management
Massachusetts
$709K +$33.1K +520 +5%
CP
1079
Castleview Partners
Texas
$709K -$1.33M -20,852 -67%
TIM
1080
Tortoise Investment Management
New York
$706K +$2.8K +44 +0.4%
BFA
1081
Beacon Financial Advisory
Ohio
$701K +$1.53K +24 +0.2%
WAM
1082
WNY Asset Management
New York
$701K -$41.7K -656 -6%
VT
1083
Vise Technologies
New York
$699K +$646K +10,164 New
LSPW
1084
Lake Street Private Wealth
Illinois
$698K
SWA
1085
Strategies Wealth Advisors
Michigan
$698K +$645K +10,144 New
SAG
1086
Spotlight Asset Group
Illinois
$693K -$1.27K -20 -0.2%
JIP
1087
Jaffetilchin Investment Partners
Florida
$693K +$763 +12 +0.1%
MFG
1088
Merit Financial Group
Georgia
$690K -$21.9K -344 -3%
WA
1089
Wealth Architects
California
$690K -$2.04K -32 -0.3%
CFGS
1090
Concourse Financial Group Securities
Alabama
$688K -$3.56K -56 -0.6%
FP
1091
Financial Perspectives
Minnesota
$687K +$61.6K +968 +11%
FPF
1092
First Pacific Financial
Washington
$687K +$763 +12 +0.1%
SHGA
1093
Sand Hill Global Advisors
California
$687K +$12.2K +192 +2%
HA
1094
Harfst & Associates
Wyoming
$685K
Jane Street
1095
Jane Street
New York
$684K +$633K +9,948 New
VFP
1096
Verus Financial Partners
Virginia
$684K -$8.9K -140 -1%
SWMP
1097
Signature Wealth Management Partners
New Jersey
$683K
PCM
1098
Parsons Capital Management
Rhode Island
$682K -$24.9K -392 -4%
HPIA
1099
Hamilton Point Investment Advisors
North Carolina
$681K -$2.54K -40 -0.4%
AC
1100
Abbrea Capital
California
$681K +$50.9K +800 +9%

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.