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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
KMWM
1201
Keudell/Morrison Wealth Management
Oregon
$695K +$649K +9,176 New
APW
1202
Acima Private Wealth
Virginia
$693K
IA
1203
Insight Advisors
Pennsylvania
$693K -$36.8K -520 -5%
TWC
1204
TD Waterhouse Canada
Ontario, Canada
$688K -$102K -1,444 -13%
RT
1205
Rockland Trust
Massachusetts
$685K
Luther King Capital Management (LKCM)
1206
Luther King Capital Management (LKCM)
Texas
$682K
PI
1207
PFG Investments
New York
$682K -$46.7K -660 -7%
TPWA
1208
TRUE Private Wealth Advisors
Oregon
$681K +$635K +8,980 New
BC
1209
Bartlett & Co
Ohio
$680K -$20.9K -296 -3%
ORI
1210
Oak Ridge Investments
Illinois
$680K +$634K +8,968 New
BCWM
1211
Bartlett & Co Wealth Management
Ohio
$680K -$20.9K -296 -3%
HA
1212
HC Advisors
Georgia
$677K +$1.41K +20 +0.2%
NCM
1213
Northwest Capital Management
Oregon
$677K
SWA
1214
Sightline Wealth Advisors
Connecticut
$674K +$1.41K +20 +0.2%
TIA
1215
Traphagen Investment Advisors
New Jersey
$671K +$70.4K +996 +13%
SAG
1216
Spotlight Asset Group
Illinois
$670K
WCG
1217
Weaver Consulting Group
California
$669K
SWA
1218
Strategies Wealth Advisors
Michigan
$669K -$93.6K -1,324 -13%
PWAC
1219
Private Wealth Advisors (California)
California
$668K -$4.81K -68 -0.8%
JWCA
1220
J.W. Coons Advisors
Ohio
$667K -$16.7K -236 -3%
KL
1221
KilterHowling LLC
Colorado
$666K +$1.98K +28 +0.3%
MSA
1222
Marino Stram & Associates
Massachusetts
$666K -$38.5K -544 -6%
OWM
1223
Orgel Wealth Management
Wisconsin
$664K +$8.2K +116 +1%
1CP
1224
17 Capital Partners
Arizona
$664K +$619K +8,760 New
EBT
1225
Enterprise Bank & Trust
Massachusetts
$662K -$12.7K -180 -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.