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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
SIG
1301
Spinnaker Investment Group
California
$437K -$2.29K -36 -0.6%
LCM
1302
Liberty Capital Management
Michigan
$436K +$152K +2,388 +60%
HCM
1303
Hudson Capital Management
New Jersey
$436K
BIG
1304
Builder Investment Group
Georgia
$435K
CSB
1305
City State Bank
Iowa
$433K
KA
1306
Kovack Advisors
Florida
$431K +$60.8K +956 +18%
SFC
1307
Strategic Financial Concepts
Texas
$431K
Betterment LLC
1308
Betterment LLC
New York
$429K +$397K +6,240 New
MWM
1309
Mattern Wealth Management
Kansas
$428K
CTA
1310
Colonial Trust Advisors
South Carolina
$427K
SRC
1311
Shufro Rose & Co
New York
$425K -$34.8K -548 -8%
RIA
1312
RPG Investment Advisory
California
$425K -$21.6K -340 -5%
SWM
1313
Sugarloaf Wealth Management
Georgia
$425K
PWMG
1314
Prestige Wealth Management Group
New Jersey
$424K
HG
1315
Harbor Group
New Hampshire
$423K -$2.04K -32 -0.5%
TW
1316
TrinityPoint Wealth
Connecticut
$422K
CCP
1317
Cassia Capital Partners
North Carolina
$421K
JWM
1318
JFG Wealth Management
Colorado
$420K
MCA
1319
MSH Capital Advisors
Arizona
$420K +$3.56K +56 +0.9%
LP
1320
LGL Partners
Pennsylvania
$420K +$509 +8 +0.1%
CAI
1321
Capital Advisors Inc
Oklahoma
$420K -$43K -676 -10%
CWS
1322
Cypress Wealth Services
California
$419K -$24.9K -392 -6%
AMM
1323
American Money Management
California
$419K +$10.4K +164 +3%
LPT
1324
Legacy Private Trust
Wisconsin
$417K -$114K -1,788 -23%
EWM
1325
Empirical Wealth Management
Washington
$417K +$7.12K +112 +2%

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.