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iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

1,761 hedge funds and large institutions have $53B invested in iShares Russell 1000 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 528 increasing their positions, 683 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,761
Holders Change
+72
Holders Change %
+4.26%
% of All Funds
27.77%
Holding in Top 10
186
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+8.14%
% of All Funds
2.93%
New
144
Increased
528
Reduced
683
Closed
54
Calls
$110M
Puts
$42.5M
Net Calls
+$67.4M
Net Calls Change
+$10.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$373M
2
CM
Churchill Management
California
+$186M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$169M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$85.8M
5
Cerity Partners
Cerity Partners
New York
+$67.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$453M
2
Bank of America
Bank of America
North Carolina
-$312M
3
Morgan Stanley
Morgan Stanley
New York
-$252M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$243M
5
SW
SVB Wealth
Massachusetts
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSA
1126
Marino Stram & Associates
Massachusetts
$642K -$14.3K -52 -2%
OWM
1127
Orgel Wealth Management
Wisconsin
$642K +$7.43K +27 +1%
JCM
1128
Jacobi Capital Management
Pennsylvania
$642K +$11K +40 +2%
9WM
1129
9258 Wealth Management
Ohio
$637K -$29.4K -107 -4%
JWCA
1130
J.W. Coons Advisors
Ohio
$636K – – –
FIM
1131
Fernwood Investment Management
Massachusetts
$631K – – –
APW
1132
Acima Private Wealth
Virginia
$629K – – –
RT
1133
Rockland Trust
Massachusetts
$626K +$4.13K +15 +0.7%
SF
1134
Symphony Financial
Texas
$625K +$814 +3 +0.1%
CG
1135
CFO4Life Group
Texas
$623K +$826 +3 +0.1%
BCWM
1136
Bartlett & Co Wealth Management
Ohio
$623K +$12.4K +45 +2%
BC
1137
Bartlett & Co
Ohio
$623K +$12.4K +45 +2%
SOS
1138
Silver Oak Securities
Tennessee
$622K -$442K -1,604 -42%
Luther King Capital Management (LKCM)
1139
Luther King Capital Management (LKCM)
Texas
$619K -$574K – –
EBT
1140
Enterprise Bank & Trust
Massachusetts
$618K -$226K -822 -27%
NCM
1141
Northwest Capital Management
Oregon
$615K – – –
HA
1142
HC Advisors
Georgia
$614K +$826 +3 +0.1%
SSWM
1143
Smith Salley Wealth Management
North Carolina
$613K +$30.8K +112 +5%
FM
1144
Family Management
New York
$612K – – –
PWAC
1145
Private Wealth Advisors (California)
California
$611K -$7.16K -26 -1%
WCG
1146
Weaver Consulting Group
California
$607K – – –
GFA
1147
Gallagher Fiduciary Advisors
Illinois
$605K +$605K +2,199 New
FFS
1148
Founders Financial Securities
Maryland
$604K +$275 +1 +0%
PWMAG
1149
Pinnacle Wealth Management Advisory Group
New Jersey
$603K +$90.8K +330 +18%
CGPCS
1150
Capital Group Private Client Services
California
$603K -$19K -69 -3%
44 45
46
47 48