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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
AWM
1201
Aries Wealth Management
Maine
$544K -$16.8K -264 -3%
AT
1202
Arden Trust
Delaware
$544K -$98.4K -1,548 -16%
GC
1203
Gibson Capital
Pennsylvania
$540K
TIA
1204
Traphagen Investment Advisors
New Jersey
$540K +$5.34K +84 +1%
MPW
1205
Monterey Private Wealth
California
$537K -$2.29K -36 -0.5%
ACI
1206
Alpha Cubed Investments
California
$535K +$5.6K +88 +1%
CWP
1207
Curated Wealth Partners
California
$534K +$493K +7,760 New
BCMLT
1208
Beacon Capital Management LLC (Tennessee)
Tennessee
$534K -$1.78K -28 -0.4%
MIA
1209
MMBG Investment Advisors
Florida
$533K
HNWA
1210
Henrickson Nauta Wealth Advisors
Michigan
$532K
M
1211
MOTCO
Texas
$532K +$8.65K +136 +2%
VBWMG
1212
Von Berge Wealth Management Group
California
$531K
CA
1213
Claro Advisors
Massachusetts
$531K +$94.9K +1,492 +24%
LG
1214
LAM Group
Oregon
$530K
GAM
1215
GEM Asset Management
Michigan
$528K +$254 +4 +0.1%
D
1216
Diversified
Delaware
$522K
HWM
1217
Howard Wealth Management
Connecticut
$521K -$1.27K -20 -0.3%
Nomura Asset Management
1218
Nomura Asset Management
Japan
$520K
MGIA
1219
Matthew Goff Investment Advisor
Texas
$519K
RIG
1220
RiverFront Investment Group
Virginia
$518K
CA
1221
CoreCap Advisors
Michigan
$517K +$478K +7,516 New
RSS
1222
Rosenblum Silverman Sutton
California
$516K +$26.7K +420 +6%
YIA
1223
YHB Investment Advisors
Connecticut
$515K -$2.29K -36 -0.5%
WWC
1224
Waypoint Wealth Counsel
Georgia
$515K
SC
1225
Steph & Co
Wisconsin
$515K

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.