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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
BPA
101
Beacon Pointe Advisors
California
$54M -$4.06M -57,440 -7%
AWP
102
Ascent Wealth Partners
New York
$52.8M +$801K +11,324 +2%
BIM
103
Bridges Investment Management
Nebraska
$52.8M -$737K -10,428 -1%
HSBC Holdings
104
HSBC Holdings
United Kingdom
$52.7M +$1.89M +26,776 +4%
WA
105
Waverly Advisors
Alabama
$52.7M -$1.86M -26,252 -4%
MFIM
106
Mesirow Financial Investment Management
Illinois
$52.6M +$50M +707,612 New
GL
107
Graypoint LLC
New York
$52.6M +$4.4M +62,256 +10%
William Blair & Company
108
William Blair & Company
Illinois
$50.8M -$910K -12,872 -2%
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$48.3M -$3.83M -54,112 -8%
FWM
110
FSA Wealth Management
Massachusetts
$48.2M -$1.1M -15,584 -2%
FAM
111
Flaharty Asset Management
Florida
$47.7M -$545K -7,700 -1%
CWM
112
Congress Wealth Management
Massachusetts
$47.6M +$2.55M +36,016 +6%
AAM
113
AMI Asset Management
California
$47.5M +$38.7M +547,076 +682%
RWP
114
RWA Wealth Partners
Massachusetts
$47.5M +$43.2M +610,216 +3,719%
PFPT
115
Pinnacle Financial Partners (Tennessee)
Tennessee
$47.4M +$858K +12,132 +2%
Pathstone Holdings
116
Pathstone Holdings
New Jersey
$47.1M +$44M +621,852 New
TC
117
Telemus Capital
Michigan
$47.1M +$357K +5,048 +0.8%
LLWM
118
Life Line Wealth Management
California
$46.1M +$43M +608,580 New
CAL
119
Capital Advisors Ltd
Ohio
$46.1M -$104K -1,472 -0.2%
RA
120
Rodgers & Associates
Pennsylvania
$45.4M -$1.32M -18,728 -3%
KAS
121
Kestra Advisory Services
Texas
$44.8M -$1.02M -14,480 -2%
Focus Partners Wealth
122
Focus Partners Wealth
Massachusetts
$43.2M +$40.3M +570,388 New
TPCW
123
TD Private Client Wealth
New York
$42.9M -$1.7M -24,032 -4%
Allianz Asset Management
124
Allianz Asset Management
Germany
$42.8M +$3.71M +52,400 +10%
Lido Advisors
125
Lido Advisors
California
$42.7M +$629K +8,892 +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.