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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
TA
101
TruWealth Advisors
Louisiana
$45.9M +$6.76M +106,340 +19%
NA
102
NewEdge Advisors
Louisiana
$45.6M +$1.18M +18,512 +3%
Caisse de Depot et Placement du Quebec (CDPQ)
103
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$45.4M -$34.3M -540,000 -45%
Principal Financial Group
104
Principal Financial Group
Iowa
$45.4M -$2.42M -38,096 -5%
FWM
105
FSA Wealth Management
Massachusetts
$45.3M +$22.4K +352 +0.1%
RA
106
Rodgers & Associates
Pennsylvania
$44.8M -$1.82M -28,600 -4%
TPCW
107
TD Private Client Wealth
New York
$44.4M -$339K -5,324 -0.8%
William Blair & Company
108
William Blair & Company
Illinois
$44.3M +$12.9M +202,124 +46%
PWAG
109
Polaris Wealth Advisory Group
California
$44.2M +$16.9M +266,120 +71%
FAM
110
Flaharty Asset Management
Florida
$43.4M -$277K -4,360 -0.7%
AF
111
Allworth Financial
California
$42.7M -$46M -724,060 -54%
PFPT
112
Pinnacle Financial Partners (Tennessee)
Tennessee
$42.3M -$528K -8,304 -1%
TC
113
Telemus Capital
Michigan
$41.9M +$19.6M +308,192 +102%
CAL
114
Capital Advisors Ltd
Ohio
$41.8M -$85.7K -1,348 -0.2%
G
115
Gainplan
Michigan
$41.8M +$38.6M +606,972 New
GL
116
Graypoint LLC
New York
$40.6M +$1.76M +27,688 +5%
RFA
117
RTD Financial Advisors
Pennsylvania
$39.7M +$157K +2,464 +0.4%
KAS
118
Kestra Advisory Services
Texas
$39M +$1.87M +29,480 +5%
CG
119
Colony Group
Massachusetts
$38.7M -$35.4K -556 -0.1%
NFG
120
Nadler Financial Group
Illinois
$38.4M -$467K -7,340 -1%
FHA
121
First Horizon Advisors
Tennessee
$38.1M -$1.18M -18,484 -3%
BSSFA
122
Baron Silver Stevens Financial Advisors
Florida
$38M +$4.22M +66,324 +14%
BSG
123
Black Swift Group
Colorado
$37.7M -$553K -8,704 -2%
ANTB
124
AMG National Trust Bank
Colorado
$37.3M -$101K -1,588 -0.3%
NW
125
NewEdge Wealth
Pennsylvania
$36.4M -$567K -8,912 -2%

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.