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iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

1,765 hedge funds and large institutions have $51.7B invested in iShares Russell 1000 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 465 increasing their positions, 738 reducing their positions, and 74 closing their positions.

Holders
1,765
Holders Change
+4
Holders Change %
+0.23%
% of All Funds
28.15%
Holding in Top 10
178
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-4.3%
% of All Funds
2.84%
New
96
Increased
465
Reduced
738
Closed
74
Calls
$117M
Puts
$30.1M
Net Calls
+$87.1M
Net Calls Change
+$19.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.34B
2
CWM
2
Circle Wealth Management
New Jersey
$343M
3
Comerica Bank
3
Comerica Bank
Texas
$161M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$105M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$252M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.73B
2
Bank of America
2
Bank of America
North Carolina
$8.43B
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$391M
4
SF
4
Synovus Financial
Georgia
$660M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.72B
Name Holding Trade Value Shares
Change 		Shares
Change %
AWP
101
Ascent Wealth Partners
New York
$45.6M -$600K -2,254 -1%
William Blair & Company
102
William Blair & Company
Illinois
$45.4M +$2.64M +9,930 +6%
TA
103
TruWealth Advisors
Louisiana
$45.1M +$683K +2,569 +2%
HSBC Holdings
104
HSBC Holdings
United Kingdom
$44.4M -$241K -907 -0.5%
Principal Financial Group
105
Principal Financial Group
Iowa
$43.8M -$109K -409 -0.2%
FWM
106
FSA Wealth Management
Massachusetts
$43.3M -$441K -1,657 -1%
FAM
107
Flaharty Asset Management
Florida
$42.4M +$416K +1,563 +1%
GL
108
Graypoint LLC
New York
$42M +$2.76M +10,390 +7%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$41.3M -$12.6M -47,316 -23%
RA
110
Rodgers & Associates
Pennsylvania
$41.1M -$2.16M -8,109 -5%
TC
111
Telemus Capital
Michigan
$41M +$509K +1,912 +1%
PFP
112
Pinnacle Financial Partners
Tennessee
$40.8M -$73.9K -278 -0.2%
PWS
113
Paragon Wealth Strategies
Florida
$40.6M +$8.15M +30,630 +25%
CAL
114
Capital Advisors Ltd
Ohio
$40.6M +$180K +678 +0.4%
KAS
115
Kestra Advisory Services
Texas
$40.3M +$2.62M +9,838 +7%
AWE
116
Avidian Wealth Enterprises
Texas
$40M -$5.38M -20,234 -12%
PWAG
117
Polaris Wealth Advisory Group
California
$40M -$2.77M -10,416 -6%
AF
118
Allworth Financial
California
$39.6M -$1.64M -6,166 -4%
CWM
119
Congress Wealth Management
Massachusetts
$39.4M +$37.6M +141,187 +2,066%
TPCW
120
TD Private Client Wealth
New York
$39.3M -$3.68M -13,847 -9%
OCM
121
One Capital Management
California
$38.8M +$24.9M +93,482 +179%
BSG
122
Black Swift Group
Colorado
$38.2M +$1.79M +6,716 +5%
RFA
123
RTD Financial Advisors
Pennsylvania
$37.6M -$788K -2,963 -2%
CG
124
Colony Group
Massachusetts
$37.3M -$39.6K -149 -0.1%
Lido Advisors
125
Lido Advisors
California
$36.9M +$5.37M +20,207 +17%
3 4
5
6 7