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iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

1,765 hedge funds and large institutions have $51.7B invested in iShares Russell 1000 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 465 increasing their positions, 738 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,765
Holders Change
+4
Holders Change %
+0.23%
% of All Funds
28.14%
Holding in Top 10
178
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-4.3%
% of All Funds
2.84%
New
96
Increased
465
Reduced
738
Closed
74
Calls
$117M
Puts
$30.1M
Net Calls
+$87.1M
Net Calls Change
+$19.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1B
2
CWM
Circle Wealth Management
New Jersey
+$342M
3
Comerica Bank
Comerica Bank
Texas
+$161M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$101M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$75.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$507M
2
Bank of America
Bank of America
North Carolina
-$436M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$195M
4
SF
Synovus Financial
Georgia
-$101M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$62.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPW
1126
Presilium Private Wealth
Pennsylvania
$633K – – –
BFA
1127
Benedict Financial Advisors
Georgia
$633K – – –
CCM
1128
Chilton Capital Management
Texas
$629K – – –
BPFA
1129
Barnes Pettey Financial Advisors
Mississippi
$629K – – –
PCS
1130
Personal CFO Solutions
New Jersey
$629K +$180K +676 +40%
CAS
1131
Coppell Advisory Solutions
Texas
$629K -$496K -2,317 -44%
MW
1132
MBL Wealth
North Carolina
$628K -$2.13K -8 -0.3%
BC
1133
Burney Company
Virginia
$626K – – –
WAM
1134
Weatherly Asset Management
California
$626K – – –
AC
1135
Anson Capital
Georgia
$624K – – –
PP
1136
Prosperity Planning
Missouri
$624K – – –
RCA
1137
Resonant Capital Advisors
Wisconsin
$623K -$24.8K -93 -4%
LNWTC
1138
Laird Norton Wetherby Trust Company
Washington
$622K – – –
SFG
1139
Sovereign Financial Group
Connecticut
$622K – – –
MSA
1140
Marino Stram & Associates
Massachusetts
$621K – – –
JCM
1141
Jacobi Capital Management
Pennsylvania
$620K – – –
WTB
1142
Washington Trust Bank
Washington
$618K -$196K -735 -24%
RMCM
1143
Reynders McVeigh Capital Management
Massachusetts
$616K +$37.5K +141 +6%
CIC
1144
Chilton Investment Company
Connecticut
$615K -$101K -380 -14%
BCWM
1145
Bartlett & Co Wealth Management
Ohio
$615K +$11.5K +43 +2%
BC
1146
Bartlett & Co
Ohio
$615K +$11.5K +43 +2%
VF
1147
Vawter Financial
Ohio
$613K -$33.8K -127 -5%
FIA
1148
FNY Investment Advisers
New York
$611K +$611K +2,300 New
FIM
1149
Fernwood Investment Management
Massachusetts
$610K – – –
APW
1150
Acima Private Wealth
Virginia
$608K – – –
44 45
46
47 48