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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
WMS
1276
Wealth Management Solutions
Pennsylvania
$465K +$509 +8 +0.1%
PCS
1277
Personal CFO Solutions
New Jersey
$464K +$509 +8 +0.1%
P
1278
Palladiem
Pennsylvania
$463K -$112K -1,760 -21%
SFG
1279
StrategIQ Financial Group
Indiana
$461K +$426K +6,704 New
TMWM
1280
Taylor & Morgan Wealth Management
Michigan
$461K
CRI
1281
Commonwealth Retirement Investments
Virginia
$461K
HFM
1282
Hartford Financial Management
Connecticut
$460K
PWW
1283
Pettyjohn Wood & White
Virginia
$460K +$254 +4 +0.1%
MFS
1284
McNamara Financial Services
Massachusetts
$459K -$8.39K -132 -2%
SIA
1285
Schechter Investment Advisors
Michigan
$459K
BWA
1286
BlueSky Wealth Advisors
North Carolina
$458K
HWA
1287
HCR Wealth Advisors
California
$458K +$254 +4 +0.1%
LFA
1288
Lauterbach Financial Advisors
Texas
$455K
ACM
1289
Ardent Capital Management
Ohio
$454K +$104K +1,640 +33%
First Manhattan
1290
First Manhattan
New York
$452K
GEA
1291
Glen Eagle Advisors
New Jersey
$451K -$14.8K -232 -3%
LNB
1292
Ledyard National Bank
$451K -$53.2K -836 -11%
CT
1293
Cambridge Trust
Massachusetts
$445K -$123K -1,928 -23%
PA
1294
Probity Advisors
Texas
$445K +$411K +6,468 New
CAG
1295
Csenge Advisory Group
Florida
$443K -$41K -644 -9%
BWA
1296
Bordeaux Wealth Advisors
California
$442K
RWM
1297
Reston Wealth Management
Virginia
$441K -$14.5K -228 -3%
HFA
1298
High Falls Advisors
New York
$441K -$50.9K -800 -11%
RBC
1299
Romano Brothers & Co
Illinois
$438K
CBFP
1300
Cedar Brook Financial Partners
Ohio
$438K +$509 +8 +0.1%

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.