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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
DFG
1126
Demars Financial Group
Washington
$809K -$980K -13,852 -56%
CCG
1127
Catalina Capital Group
California
$805K +$752K +10,628 New
SLG
1128
Stanley-Laman Group
Pennsylvania
$804K
TC
1129
TAGStone Capital
North Carolina
$802K +$2.26K +32 +0.3%
GWM
1130
Geneos Wealth Management
Colorado
$802K -$80.9K -1,144 -10%
BIA
1131
BHK Investment Advisors
Alabama
$800K -$132K -1,864 -15%
MPW
1132
MA Private Wealth
California
$799K
PIA
1133
Petredis Investment Advisors
Pennsylvania
$795K
FPGK
1134
Financial Partners Group (Kansas)
Kansas
$791K +$1.41K +20 +0.2%
ACA
1135
Ackerman Capital Advisors
Texas
$791K
WA
1136
Wealth Architects
California
$790K +$283 +4 +0%
LRIA
1137
Leonard Rickey Investment Advisors
Washington
$790K -$9.05K -128 -1%
RIM
1138
Rockbridge Investment Management
New York
$787K
CCM
1139
Chilton Capital Management
Texas
$785K +$63.1K +892 +9%
EWM
1140
Elevatus Welath Management
New York
$782K +$6.22K +88 +0.9%
RPC
1141
Rossmore Private Capital
Connecticut
$782K
TFM
1142
TFC Financial Management
Massachusetts
$781K +$283 +4 +0%
EHC
1143
Everett Harris & Co
California
$780K
B
1144
Bailard
California
$779K
TIM
1145
Tortoise Investment Management
New York
$777K
CP
1146
Castleview Partners
Texas
$776K -$1.13K -16 -0.2%
FFS
1147
Founders Financial Securities
Maryland
$772K +$849 +12 +0.1%
WAM
1148
WNY Asset Management
New York
$772K -$283 -4 -0%
WAM
1149
WealthTrust Asset Management
Florida
$771K +$183K +2,584 +34%
SWMP
1150
Signature Wealth Management Partners
New Jersey
$768K +$14.7K +208 +2%

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.