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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 %
BIG
1301
Builder Investment Group
Georgia
$435K – – –
CSB
1302
City State Bank
Iowa
$433K – – –
KA
1303
Kovack Advisors
Florida
$431K +$65.7K +239 +18%
SFC
1304
Strategic Financial Concepts
Texas
$431K – – –
Betterment LLC
1305
Betterment LLC
New York
$429K +$429K +1,560 New
MWM
1306
Mattern Wealth Management
Kansas
$428K – – –
CTA
1307
Colonial Trust Advisors
South Carolina
$427K – – –
SRC
1308
Shufro Rose & Co
New York
$425K -$37.7K -137 -8%
RIA
1309
RPG Investment Advisory
California
$425K -$23.4K -85 -5%
SWM
1310
Sugarloaf Wealth Management
Georgia
$425K – – –
PWMG
1311
Prestige Wealth Management Group
New Jersey
$424K – – –
HG
1312
Harbor Group
New Hampshire
$423K -$2.2K -8 -0.5%
TW
1313
TrinityPoint Wealth
Connecticut
$422K – – –
CCP
1314
Cassia Capital Partners
North Carolina
$421K – – –
JWM
1315
JFG Wealth Management
Colorado
$420K – – –
MCA
1316
MSH Capital Advisors
Arizona
$420K +$3.85K +14 +0.9%
LP
1317
LGL Partners
Pennsylvania
$420K +$550 +2 +0.1%
CAI
1318
Capital Advisors Inc
Oklahoma
$420K -$46.5K -169 -10%
CWS
1319
Cypress Wealth Services
California
$419K -$27.7K -98 -6%
AMM
1320
American Money Management
California
$419K +$11.3K +41 +3%
LPT
1321
Legacy Private Trust
Wisconsin
$417K -$123K -447 -23%
EWM
1322
Empirical Wealth Management
Washington
$417K +$7.71K +28 +2%
WMP
1323
Wealth Management Partners
Arizona
$416K -$15.1K -55 -4%
PP
1324
Patten & Patten
Tennessee
$415K – – –
PAS
1325
Professional Advisory Services
Florida
$415K -$27.5K -100 -6%
51 52
53
54 55