We are live on ! Find out more
IWF icon

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
LHC
1076
Little House Capital
Massachusetts
$917K +$47.5K +672 +6%
AWM
1077
AAF Wealth Management
Massachusetts
$917K +$1.7K +24 +0.2%
HA
1078
HFG Advisors
Ohio
$915K -$4.81K -68 -0.6%
LIA
1079
LS Investment Advisors
Michigan
$914K
SVCP
1080
Silicon Valley Capital Partners
California
$912K +$3.11K +44 +0.4%
FCFC
1081
First Commonwealth Financial Corp
Pennsylvania
$908K +$16.4K +232 +2%
MW
1082
MBL Wealth
North Carolina
$906K +$177K +2,500 +26%
GA
1083
Goldstein Advisors
Wisconsin
$902K -$2.26K -32 -0.3%
BFEC
1084
Benjamin F. Edwards & Company
Missouri
$897K +$559K +7,900 +201%
FP
1085
Financial Perspectives
Minnesota
$889K +$62.8K +888 +8%
FCCM
1086
First City Capital Management
Georgia
$888K
GGS
1087
Galvin Gaustad & Stein
Arizona
$886K +$5.94K +84 +0.7%
RPGK
1088
Retirement Planning Group (Kansas)
Kansas
$885K +$62.8K +888 +8%
MAM
1089
Madison Asset Management
Wisconsin
$881K
ZF
1090
Zhang Financial
Michigan
$879K -$23.8K -336 -3%
PWP
1091
Pursue Wealth Partners
California
$876K
AP
1092
Atwood & Palmer
Missouri
$876K
ST
1093
Smithfield Trust
Pennsylvania
$873K +$49.5K +700 +6%
ACA
1094
Aptus Capital Advisors
Alabama
$869K +$497K +7,024 +158%
SP
1095
Stonebrook Private
Michigan
$866K +$808K +11,432 New
CNC
1096
Citizens & Northern Corp
Pennsylvania
$865K
SWM
1097
Stockman Wealth Management
Montana
$864K -$77.5K -1,096 -9%
Vontobel Holding
1098
Vontobel Holding
Switzerland
$863K -$665K -9,400 -45%
OPA
1099
Old Port Advisors
Maine
$860K
PCS
1100
Personal CFO Solutions
New Jersey
$860K +$133K +1,884 +20%

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.