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iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

1,761 hedge funds and large institutions have $53B invested in iShares Russell 1000 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 528 increasing their positions, 683 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,761
Holders Change
+72
Holders Change %
+4.26%
% of All Funds
27.77%
Holding in Top 10
186
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+8.14%
% of All Funds
2.93%
New
144
Increased
528
Reduced
683
Closed
54
Calls
$110M
Puts
$42.5M
Net Calls
+$67.4M
Net Calls Change
+$10.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$373M
2
CM
Churchill Management
California
+$186M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$169M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$85.8M
5
Cerity Partners
Cerity Partners
New York
+$67.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$453M
2
Bank of America
Bank of America
North Carolina
-$312M
3
Morgan Stanley
Morgan Stanley
New York
-$252M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$243M
5
SW
SVB Wealth
Massachusetts
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFP
1226
FourThought Financial Partners
Florida
$506K -$34.1K -124 -6%
JCM
1227
Jacobsen Capital Management
Utah
$505K +$135K +492 +37%
BC
1228
Barnett & Company
Tennessee
$503K – – –
OPW
1229
Oxler Private Wealth
New York
$503K +$550 +2 +0.1%
LF
1230
Lee Financial
Texas
$502K – – –
EFMC
1231
Empire Financial Management Company
New York
$501K -$32.2K -117 -6%
CWM
1232
Compass Wealth Management
Connecticut
$501K -$31.9K -116 -6%
GHA
1233
GW Henssler & Associates
Georgia
$500K -$15.4K -56 -3%
CA
1234
Continuum Advisory
Idaho
$500K -$93.6K -340 -16%
WF
1235
Warner Financial
Maryland
$500K +$551 +2 +0.1%
FIC
1236
Family Investment Center
Missouri
$499K -$4.13K -15 -0.8%
MIAS
1237
Mason Investment Advisory Services
Virginia
$499K – – –
JAG
1238
Journey Advisory Group
Kentucky
$498K -$4.95K -18 -1%
KWMG
1239
King Wealth Management Group
Florida
$498K – – –
TCM
1240
Twele Capital Management
Minnesota
$497K -$1.1K -4 -0.2%
CSWG
1241
Cardinal Strategic Wealth Guidance
Kentucky
$495K -$4.68K -17 -0.9%
JC
1242
Jentner Corp
Ohio
$495K -$31.6K -115 -6%
BL
1243
Balentine LLC
Georgia
$494K +$469K +1,704 +1,873%
BTIM
1244
BancFirst Trust & Investment Management
Oklahoma
$493K – – –
FWA
1245
FSM Wealth Advisors
Ohio
$492K – – –
PPW
1246
PACK Private Wealth
Minnesota
$492K – – –
CPW
1247
Catalyst Private Wealth
California
$490K -$35.5K -129 -7%
EP
1248
Eudaimonia Partners
Tennessee
$488K -$13.8K -50 -3%
SSW
1249
Stone Summit Wealth
Florida
$487K +$71K +258 +17%
IPW
1250
Invictus Private Wealth
Colorado
$487K +$487K +1,768 New
48 49
50
51 52