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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
EP
1251
Eudaimonia Partners
Tennessee
$488K -$12.7K -200 -3%
SSW
1252
Stone Summit Wealth
Florida
$487K +$65.6K +1,032 +17%
IPW
1253
Invictus Private Wealth
Colorado
$487K +$450K +7,072 New
HR
1254
Howe & Rusling
New York
$485K -$45K -708 -9%
IAS
1255
Insigneo Advisory Services
Florida
$484K -$27K -424 -6%
ISWM
1256
Independent Solutions Wealth Management
New York
$484K +$86.7K +1,364 +24%
WDL
1257
Well Done LLC
Michigan
$482K -$52.1K -820 -10%
SCM
1258
Stonehearth Capital Management
Massachusetts
$482K
RWM
1259
Rockwood Wealth Management
Pennsylvania
$481K
DI
1260
DAGCO Inc
Ohio
$480K -$151K -2,380 -25%
VC
1261
Vestor Capital
Illinois
$479K +$294K +4,620 +197%
CWM
1262
Cahill Wealth Management
Michigan
$476K +$254 +4 +0.1%
SCA
1263
Sandy Cove Advisors
Massachusetts
$476K +$254 +4 +0.1%
NIC
1264
Northwest Investment Counselors
Oregon
$476K
CT
1265
Columbia Trust
Oregon
$474K -$28.5K -448 -6%
MCC
1266
Money Concepts Capital
Florida
$473K -$4.19M -65,840 -91%
WP
1267
WealthSource Partners
California
$472K -$17.3K -272 -4%
SFP
1268
Strategic Financial Partners
Oregon
$470K
ME
1269
McIlrath & Eck
Washington
$469K
HAC
1270
Harbor Advisory Corp
New Hampshire
$468K
OGF
1271
Orin Green Financial
California
$468K -$18.8K -296 -4%
BSA
1272
Braun Stacey Associates
New York
$466K -$209K -3,288 -33%
PW
1273
Peninsula Wealth
California
$466K
GP
1274
Geneva Partners
Wisconsin
$466K +$57.7K +908 +15%
IUHSA
1275
Itau Unibanco Holding S.A.
Brazil
$465K +$430K +6,764 New

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.