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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
TAM
1101
Titleist Asset Management
Texas
$681K -$86.7K -1,364 -12%
SS
1102
Sunbelt Securities
Texas
$678K +$78.3K +1,232 +14%
SCP
1103
Syntal Capital Partners
Texas
$678K -$8.14K -128 -1%
FSC
1104
Full Sail Capital
Oklahoma
$676K -$15.8K -248 -2%
FPAS
1105
Focus Partners Advisor Solutions
Missouri
$676K +$48.6K +764 +8%
EP
1106
Edgestream Partners
New Jersey
$675K +$624K +9,808 New
WCFA
1107
Walkner Condon Financial Advisors
Wisconsin
$671K
BBW
1108
Blue Barn Wealth
Utah
$671K
VF
1109
Vawter Financial
Ohio
$669K
RCA
1110
Resonant Capital Advisors
Wisconsin
$669K
IA
1111
Insight Advisors
Pennsylvania
$665K -$7.63K -120 -1%
WPA
1112
West Paces Advisors
Georgia
$664K -$80.9K -1,272 -12%
BHWM
1113
Beaird Harris Wealth Management
Texas
$661K -$168K -2,648 -22%
KWS
1114
Keystone Wealth Services
California
$661K +$254 +4 +0%
GWM
1115
Greenhouse Wealth Management
Connecticut
$657K +$763 +12 +0.1%
PPW
1116
Presilium Private Wealth
Pennsylvania
$655K +$605K +9,520 New
BFA
1117
Benedict Financial Advisors
Georgia
$654K -$118K -1,852 -16%
SC
1118
Schoolcraft Capital
Colorado
$653K
MW
1119
MBL Wealth
North Carolina
$652K -$43.8K -688 -7%
CCM
1120
Chilton Capital Management
Texas
$651K -$2.29K -36 -0.4%
BPFA
1121
Barnes Pettey Financial Advisors
Mississippi
$651K
CWAG
1122
Compton Wealth Advisory Group
Virginia
$649K
BC
1123
Burney Company
Virginia
$648K
WAM
1124
Weatherly Asset Management
California
$646K
AC
1125
Anson Capital
Georgia
$646K +$72K +1,132 +14%

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.