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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
KWM
1226
Kaydan Wealth Management
Michigan
$662K
BBW
1227
Blue Barn Wealth
Utah
$661K -$59.1K -836 -9%
CSPAM
1228
Cary Street Partners Asset Management
Virginia
$661K
NPP
1229
New Potomac Partners
Maryland
$658K
SFG
1230
Sovereign Financial Group
Connecticut
$658K -$47.5K -672 -7%
AWM
1231
Atticus Wealth Management
Florida
$657K -$185K -2,612 -23%
PWM
1232
PBMares Wealth Management
Virginia
$654K
BHWM
1233
Beaird Harris Wealth Management
Texas
$653K -$70.4K -996 -10%
HIMC
1234
Heritage Investors Management Corp
Maryland
$653K -$129K -1,820 -17%
IWS
1235
Integrity Wealth Solutions
Colorado
$653K +$609K +8,612 New
CGPCS
1236
Capital Group Private Client Services
California
$651K -$94.5K -1,336 -13%
TAM
1237
Titleist Asset Management
Texas
$650K -$35.9K -508 -6%
GWSG
1238
GPS Wealth Strategies Group
Colorado
$648K
PCM
1239
Parsons Capital Management
Rhode Island
$647K -$110K -1,552 -15%
KWM
1240
Keebeck Wealth Management
Illinois
$647K -$1.41K -20 -0.2%
GP
1241
Geneva Partners
Wisconsin
$645K +$62.2K +880 +12%
MM
1242
Main Management
California
$645K
LI
1243
LMCG Investments
Massachusetts
$637K -$2.83K -40 -0.5%
D
1244
Diversified
Delaware
$634K +$16.4K +232 +3%
SCA
1245
Sage Capital Advisors
South Dakota
$630K
BHPW
1246
Beverly Hills Private Wealth
California
$628K +$179K +2,536 +44%
PWP
1247
Principle Wealth Partners
Connecticut
$628K
GHA
1248
GW Henssler & Associates
Georgia
$626K +$70.2K +992 +14%
LBWM
1249
Left Brain Wealth Management
Illinois
$626K
WPC
1250
Wedmont Private Capital
Pennsylvania
$626K -$186K -2,632 -24%

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.