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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 %
HR
1251
Howe & Rusling
New York
$485K -$48.7K -177 -9%
IAS
1252
Insigneo Advisory Services
Florida
$484K -$29.2K -106 -6%
ISWM
1253
Independent Solutions Wealth Management
New York
$484K +$93.8K +341 +24%
WDL
1254
Well Done LLC
Michigan
$482K -$56.4K -205 -10%
SCM
1255
Stonehearth Capital Management
Massachusetts
$482K – – –
RWM
1256
Rockwood Wealth Management
Pennsylvania
$481K – – –
DI
1257
DAGCO Inc
Ohio
$480K -$164K -595 -25%
VC
1258
Vestor Capital
Illinois
$479K +$318K +1,155 +197%
CWM
1259
Cahill Wealth Management
Michigan
$476K +$275 +1 +0.1%
SCA
1260
Sandy Cove Advisors
Massachusetts
$476K +$275 +1 +0.1%
NIC
1261
Northwest Investment Counselors
Oregon
$476K – – –
CT
1262
Columbia Trust
Oregon
$474K -$30.8K -112 -6%
MCC
1263
Money Concepts Capital
Florida
$473K -$4.53M -16,460 -91%
WP
1264
WealthSource Partners
California
$472K -$18.7K -68 -4%
SFP
1265
Strategic Financial Partners
Oregon
$470K – – –
ME
1266
McIlrath & Eck
Washington
$469K – – –
HAC
1267
Harbor Advisory Corp
New Hampshire
$468K – – –
OGF
1268
Orin Green Financial
California
$468K -$20.4K -74 -4%
BSA
1269
Braun Stacey Associates
New York
$466K -$226K -822 -33%
PW
1270
Peninsula Wealth
California
$466K – – –
GP
1271
Geneva Partners
Wisconsin
$466K +$62.5K +227 +15%
IUHSA
1272
Itau Unibanco Holding S.A.
Brazil
$465K +$465K +1,691 New
WMS
1273
Wealth Management Solutions
Pennsylvania
$465K +$550 +2 +0.1%
PCS
1274
Personal CFO Solutions
New Jersey
$464K +$550 +2 +0.1%
P
1275
Palladiem
Pennsylvania
$463K -$121K -440 -21%
49 50
51
52 53