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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
FFS
1151
Founders Financial Securities
Maryland
$604K +$254 +4 +0%
PWMAG
1152
Pinnacle Wealth Management Advisory Group
New Jersey
$603K +$83.9K +1,320 +18%
CGPCS
1153
Capital Group Private Client Services
California
$603K -$17.6K -276 -3%
PI
1154
PFG Investments
New York
$601K +$41.2K +648 +8%
CSPAM
1155
Cary Street Partners Asset Management
Virginia
$600K +$554K +8,716 New
RMCM
1156
Reynders McVeigh Capital Management
Massachusetts
$599K -$143K -2,248 -21%
AIM
1157
Anchor Investment Management
South Carolina
$598K +$10.2K +160 +2%
NPP
1158
New Potomac Partners
Maryland
$597K
SEEDPG
1159
S.E.E.D. Planning Group
New York
$595K
KWM
1160
Keebeck Wealth Management
Illinois
$594K
WI
1161
Wintrust Investments
Illinois
$592K +$8.9K +140 +2%
OIA
1162
Optimum Investment Advisors
Illinois
$592K -$17.8K -280 -3%
PWM
1163
PBMares Wealth Management
Virginia
$591K
GWSG
1164
GPS Wealth Strategies Group
Colorado
$589K -$10.7K -168 -2%
KWA
1165
Kingswood Wealth Advisors
California
$586K +$542K +8,520 New
MM
1166
Main Management
California
$585K +$308K +4,844 +132%
KA
1167
Klingman & Associates
New York
$585K +$52.4K +824 +11%
MFA
1168
Mayflower Financial Advisors
Massachusetts
$584K -$42.7K -672 -7%
BHPW
1169
Beverly Hills Private Wealth
California
$584K +$156K +2,460 +41%
ODG
1170
O'Dell Group
Ohio
$584K
AWM
1171
Avior Wealth Management
Nebraska
$582K +$393K +6,180 +272%
CIAS
1172
CFS Investment Advisory Services
New Jersey
$581K +$537K +8,444 New
SL
1173
Sentinus LLC
Illinois
$581K -$53.9K -848 -9%
VFPW
1174
Vantage Financial Partners (Wisconsin)
Wisconsin
$580K +$7.12K +112 +1%
KWM
1175
Kaydan Wealth Management
Michigan
$579K

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.