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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
CHP
1176
Cable Hill Partners
Oregon
$578K -$26.2K -412 -5%
CCA
1177
Checchi Capital Advisers
California
$578K
BBNA
1178
Bremer Bank National Association
Minnesota
$577K
EC
1179
EdgeRock Capital
Colorado
$577K -$295K -4,632 -36%
DJSG
1180
D.J. St. Germain
Massachusetts
$574K +$531K +8,344 New
KCPG
1181
Kavar Capital Partners Group
Kansas
$573K
AFG
1182
Atomi Financial Group
New York
$573K +$529K +8,324 New
SCA
1183
Sage Capital Advisors
South Dakota
$572K -$13.5K -212 -2%
PWP
1184
Principle Wealth Partners
Connecticut
$570K +$10.7K +168 +2%
SG
1185
StoneX Group
New York
$569K +$234K +3,684 +80%
WI
1186
WrapManager Inc
California
$569K -$106K -1,664 -17%
KL
1187
KilterHowling LLC
Colorado
$568K +$763 +12 +0.1%
LBWM
1188
Left Brain Wealth Management
Illinois
$568K
BB
1189
Bell Bank
North Dakota
$564K -$20.9K -328 -4%
HSWM
1190
Hubbell Strickland Wealth Management
Louisiana
$563K +$509 +8 +0.1%
EW
1191
Evoke Wealth
California
$562K -$47.6K -748 -8%
PVAMC
1192
PPS&V Asset Management Consultants
Michigan
$560K
SFG
1193
SNS Financial Group
Minnesota
$558K +$89.8K +1,412 +21%
BFIM
1194
Beese Fulmer Investment Management
Ohio
$558K +$509 +8 +0.1%
JEST
1195
JTC Employer Solutions Trustee
Jersey
$555K -$201K -3,164 -28%
GWM
1196
Gitterman Wealth Management
New Jersey
$551K -$162K -2,552 -24%
NWA
1197
Navis Wealth Advisors
New York
$550K
SRC
1198
Sage Rhino Capital
California
$550K
SWA
1199
Sightline Wealth Advisors
Connecticut
$548K +$96.7K +1,520 +20%
BA
1200
Bristlecone Advisors
Washington
$547K

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.