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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
PCH
1251
PGIM Custom Harvest
New Jersey
$621K +$286K +4,044 +97%
PVAMC
1252
PPS&V Asset Management Consultants
Michigan
$617K
BFIM
1253
Beese Fulmer Investment Management
Ohio
$615K +$283 +4 +0%
HSWM
1254
Hubbell Strickland Wealth Management
Louisiana
$614K -$5.37K -76 -0.9%
MPWT
1255
MassMutual Private Wealth & Trust
Connecticut
$614K
SIA
1256
Schechter Investment Advisors
Michigan
$614K +$85.7K +1,212 +18%
JEST
1257
JTC Employer Solutions Trustee
Jersey
$613K
LFG
1258
Larson Financial Group
Missouri
$612K -$2.45M -34,680 -81%
BBNA
1259
Bremer Bank National Association
Minnesota
$612K
ACM
1260
Accent Capital Management
Ohio
$612K +$571K +8,080 New
SC
1261
Schoolcraft Capital
Colorado
$611K
WPA
1262
West Paces Advisors
Georgia
$609K -$25.5K -360 -4%
SEEDPG
1263
S.E.E.D. Planning Group
New York
$609K
ACM
1264
Allred Capital Management
Texas
$609K +$568K +8,032 New
CFD
1265
Creative Financial Designs
Indiana
$606K +$216K +3,052 +62%
SRC
1266
Sage Rhino Capital
California
$606K
D.E. Shaw & Co
1267
D.E. Shaw & Co
New York
$605K +$564K +7,976 New
BW
1268
BIP Wealth
Georgia
$602K +$210K +2,972 +60%
JCM
1269
Jacobi Capital Management
Pennsylvania
$602K -$97.6K -1,380 -15%
EP
1270
Edgestream Partners
New Jersey
$600K -$550K -7,784 -50%
CSIA
1271
Charles Schwab Investment Advisory
California
$599K +$559K +7,908 New
CBA
1272
Coastal Bridge Advisors
Connecticut
$599K +$559K +7,900 New
HR
1273
Howe & Rusling
New York
$598K +$19.5K +276 +4%
SFS
1274
Sharp Financial Services
Pennsylvania
$597K +$557K +7,880 New
MIA
1275
MMBG Investment Advisors
Florida
$597K

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.