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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
CFP
1226
Curran Financial Partners
South Carolina
$513K -$1.27K -20 -0.3%
IWA
1227
Intercontinental Wealth Advisors
Texas
$510K -$74K -1,164 -14%
HBWM
1228
Hollow Brook Wealth Management
New York
$508K
FFP
1229
FourThought Financial Partners
Florida
$506K -$31.5K -496 -6%
JCM
1230
Jacobsen Capital Management
Utah
$505K +$125K +1,968 +37%
BC
1231
Barnett & Company
Tennessee
$503K
OPW
1232
Oxler Private Wealth
New York
$503K +$509 +8 +0.1%
LF
1233
Lee Financial
Texas
$502K
EFMC
1234
Empire Financial Management Company
New York
$501K -$29.8K -468 -6%
CWM
1235
Compass Wealth Management
Connecticut
$501K -$29.5K -464 -6%
GHA
1236
GW Henssler & Associates
Georgia
$500K -$14.2K -224 -3%
CA
1237
Continuum Advisory
Idaho
$500K -$86.5K -1,360 -16%
WF
1238
Warner Financial
Maryland
$500K +$509 +8 +0.1%
FIC
1239
Family Investment Center
Missouri
$499K -$3.81K -60 -0.8%
MIAS
1240
Mason Investment Advisory Services
Virginia
$499K
JAG
1241
Journey Advisory Group
Kentucky
$498K -$4.58K -72 -1%
KWMG
1242
King Wealth Management Group
Florida
$498K
TCM
1243
Twele Capital Management
Minnesota
$497K -$1.02K -16 -0.2%
CSWG
1244
Cardinal Strategic Wealth Guidance
Kentucky
$495K -$4.32K -68 -0.9%
JC
1245
Jentner Corp
Ohio
$495K -$29.3K -460 -6%
BL
1246
Balentine LLC
Georgia
$494K +$433K +6,816 +1,873%
BTIM
1247
BancFirst Trust & Investment Management
Oklahoma
$493K
FWA
1248
FSM Wealth Advisors
Ohio
$492K
PPW
1249
PACK Private Wealth
Minnesota
$492K
CPW
1250
Catalyst Private Wealth
California
$490K -$32.8K -516 -7%

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.