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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
PP
1126
Prosperity Planning
Missouri
$645K -$3.05K -48 -0.5%
SFG
1127
Sovereign Financial Group
Connecticut
$643K +$55.2K +868 +10%
LNWTC
1128
Laird Norton Wetherby Trust Company
Washington
$642K -$13.5K -212 -2%
MSA
1129
Marino Stram & Associates
Massachusetts
$642K -$13.2K -208 -2%
OWM
1130
Orgel Wealth Management
Wisconsin
$642K +$6.87K +108 +1%
JCM
1131
Jacobi Capital Management
Pennsylvania
$642K +$10.2K +160 +2%
9WM
1132
9258 Wealth Management
Ohio
$637K -$27.2K -428 -4%
JWCA
1133
J.W. Coons Advisors
Ohio
$636K
FIM
1134
Fernwood Investment Management
Massachusetts
$631K
APW
1135
Acima Private Wealth
Virginia
$629K
RT
1136
Rockland Trust
Massachusetts
$626K +$3.81K +60 +0.7%
SF
1137
Symphony Financial
Texas
$625K +$763 +12 +0.1%
CG
1138
CFO4Life Group
Texas
$623K +$763 +12 +0.1%
BCWM
1139
Bartlett & Co Wealth Management
Ohio
$623K +$11.4K +180 +2%
BC
1140
Bartlett & Co
Ohio
$623K +$11.4K +180 +2%
SOS
1141
Silver Oak Securities
Tennessee
$622K -$408K -6,416 -42%
Luther King Capital Management (LKCM)
1142
Luther King Capital Management (LKCM)
Texas
$619K
EBT
1143
Enterprise Bank & Trust
Massachusetts
$618K -$209K -3,288 -27%
NCM
1144
Northwest Capital Management
Oregon
$615K
HA
1145
HC Advisors
Georgia
$614K +$763 +12 +0.1%
SSWM
1146
Smith Salley Wealth Management
North Carolina
$613K +$28.5K +448 +5%
FM
1147
Family Management
New York
$612K
PWAC
1148
Private Wealth Advisors (California)
California
$611K -$6.61K -104 -1%
WCG
1149
Weaver Consulting Group
California
$607K
GFA
1150
Gallagher Fiduciary Advisors
Illinois
$605K +$559K +8,796 New

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.