We are live on ! Find out more
IWF icon

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
USB
1151
Union Savings Bank
Connecticut
$766K -$18.7K -264 -3%
JIP
1152
Jaffetilchin Investment Partners
Florida
$766K +$2.83K +40 +0.4%
CC
1153
Chicago Capital
Illinois
$763K
FPF
1154
First Pacific Financial
Washington
$759K +$2.55K +36 +0.4%
CIAS
1155
Capital Investment Advisory Services
North Carolina
$758K +$283 +4 +0%
BOH
1156
Bank of Hawaii
Hawaii
$751K -$139K -1,960 -17%
AC
1157
Abbrea Capital
California
$750K
TCBWMS
1158
Texas Capital Bank Wealth Management Services
Texas
$749K -$525K -7,420 -43%
HA
1159
Harfst & Associates
Wyoming
$749K -$5.09K -72 -0.7%
Fiera Capital (Canada)
1160
Fiera Capital (Canada)
Quebec, Canada
$747K +$463K +6,544 +197%
E3F
1161
Eight 31 Financial
Texas
$747K +$697K +9,852 New
SS
1162
Sunbelt Securities
Texas
$746K -$59.4K -840 -8%
VFP
1163
Verus Financial Partners
Virginia
$745K -$18.7K -264 -3%
Bank Julius Baer & Co
1164
Bank Julius Baer & Co
Switzerland
$744K -$72.7K -1,028 -9%
Macquarie Group
1165
Macquarie Group
Australia
$744K -$3.47M -49,116 -83%
WCFA
1166
Walkner Condon Financial Advisors
Wisconsin
$743K +$7.35K +104 +1%
PCMC
1167
Private Capital Management (Colorado)
Colorado
$736K
TWA
1168
TCI Wealth Advisors
Arizona
$736K -$23.8K -336 -3%
VF
1169
VitalStone Financial
Texas
$735K -$2.26K -32 -0.3%
GI
1170
Gradient Investments
Minnesota
$735K +$179K +2,536 +35%
PIP
1171
Peachtree Investment Partners
Florida
$734K +$324K +4,576 +90%
CWAG
1172
Compton Wealth Advisory Group
Virginia
$732K
VFG
1173
Victory Financial Group
Texas
$732K +$683K +9,656 New
KWS
1174
Keystone Wealth Services
California
$723K +$849 +12 +0.1%
FM
1175
Family Management
New York
$723K

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.