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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
GFG
1101
Goldstone Financial Group
Illinois
$858K -$20.4K -288 -2%
BBNB
1102
Baker Boyer National Bank
Washington
$852K
AAP
1103
Aristotle Atlantic Partners
Florida
$851K +$794K +11,224 New
FMII
1104
Farmers & Merchants Investments Inc
Nebraska
$849K +$4.24K +60 +0.5%
SF
1105
Symphony Financial
Texas
$849K +$77.8K +1,100 +11%
CAM
1106
Cozad Asset Management
Illinois
$849K -$61.7K -872 -7%
DWM
1107
Drive Wealth Management
Utah
$843K +$390K +5,516 +98%
LIA
1108
LBMC Investment Advisors
Tennessee
$842K
AFG
1109
Atomi Financial Group
New York
$833K +$195K +2,752 +33%
ISWM
1110
Independent Solutions Wealth Management
New York
$832K +$421K +5,956 +119%
CFA
1111
Cahill Financial Advisors
Minnesota
$830K -$17.5K -248 -2%
FNB
1112
Farmers National Bank
Kentucky
$828K -$6.22K -88 -0.8%
CAM
1113
Carret Asset Management
New York
$826K
ST
1114
Spinnaker Trust
Maine
$825K
SFC
1115
Sprinkle Financial Consultants
Colorado
$823K +$768K +10,860 New
GAM
1116
GEM Asset Management
Michigan
$823K +$76.9K +1,088 +11%
NFG
1117
Nations Financial Group
Iowa
$819K -$42.7K -604 -5%
PO
1118
Private Ocean
California
$817K +$9.9K +140 +1%
SAI
1119
Savvy Advisors Inc
New York
$814K +$759K +10,740 New
FFC
1120
First Financial Corp
Indiana
$814K
SHGA
1121
Sand Hill Global Advisors
California
$814K -$18.7K -264 -2%
B
1122
Bridgeworth
Alabama
$812K
ICP
1123
Interchange Capital Partners
Pennsylvania
$812K +$849 +12 +0.1%
CIA
1124
Concurrent Investment Advisors
Florida
$809K +$755K +10,680 New
NAS
1125
Nicolet Advisory Services
Wisconsin
$809K -$534K -7,556 -41%

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.