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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
SPP
1276
Single Point Partners
Massachusetts
$596K -$26.6K -376 -5%
LA
1277
Latitude Advisors
Florida
$596K +$135K +1,908 +32%
RMCM
1278
Reynders McVeigh Capital Management
Massachusetts
$592K -$104K -1,464 -16%
VBWMG
1279
Von Berge Wealth Management Group
California
$590K
IIC
1280
Ironwood Investment Counsel
Arizona
$589K +$550K +7,772 New
MWA
1281
MFA Wealth Advisors
Pennsylvania
$588K +$549K +7,760 New
FWA
1282
FSC Wealth Advisors
New York
$588K +$548K +7,756 New
MPW
1283
Monterey Private Wealth
California
$585K -$1.98K -28 -0.4%
NJIM
1284
Nabity-Jensen Investment Management
Nebraska
$585K +$546K +7,724 New
GC
1285
Gibson Capital
Pennsylvania
$585K -$9.62K -136 -2%
CFP
1286
Curran Financial Partners
South Carolina
$585K -$613K -8,672 -54%
LG
1287
LAM Group
Oregon
$584K
TCWA
1288
Turtle Creek Wealth Advisors
Texas
$582K +$543K +7,680 New
ARC
1289
Advisor Resource Council
Texas
$582K -$800K -11,308 -60%
GI
1290
GAMMA Investing
California
$578K +$526K +7,440 New
M
1291
MOTCO
Texas
$576K
HWM
1292
Howard Wealth Management
Connecticut
$573K -$566 -8 -0.1%
AWM
1293
Aries Wealth Management
Maine
$573K -$22.6K -320 -4%
MGIA
1294
Matthew Goff Investment Advisor
Texas
$572K
FFP
1295
FourThought Financial Partners
Florida
$571K +$849 +12 +0.2%
RIG
1296
RiverFront Investment Group
Virginia
$570K
KA
1297
Klingman & Associates
New York
$569K -$9.05K -128 -2%
RSS
1298
Rosenblum Silverman Sutton
California
$568K
YIA
1299
YHB Investment Advisors
Connecticut
$568K
SC
1300
Steph & Co
Wisconsin
$567K

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.