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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
HA
1301
Hanover Advisors
South Carolina
$567K +$529K +7,476 New
BB
1302
Bell Bank
North Dakota
$564K -$22.6K -320 -4%
DJSG
1303
D.J. St. Germain
Massachusetts
$563K -$17K -240 -3%
JCM
1304
Jacobsen Capital Management
Utah
$563K +$1.7K +24 +0.3%
GWP
1305
Gateway Wealth Partners
Wisconsin
$561K +$524K +7,404 New
NP
1306
Nilsine Partners
Colorado
$559K +$151K +2,136 +41%
AIM
1307
Anchor Investment Management
South Carolina
$559K +$19.8K +280 +4%
BSA
1308
Braun Stacey Associates
New York
$558K +$30.3K +428 +6%
OPW
1309
Oxler Private Wealth
New York
$556K +$1.7K +24 +0.3%
MCC
1310
Money Concepts Capital
Florida
$555K +$28K +396 +6%
LA
1311
LM Advisors
California
$555K +$518K +7,324 New
CA
1312
CoreCap Advisors
Michigan
$555K -$64.8K -916 -11%
LF
1313
Lee Financial
Texas
$554K
EFMC
1314
Empire Financial Management Company
New York
$552K
WF
1315
Warner Financial
Maryland
$552K +$1.13K +16 +0.2%
SSA
1316
Schonfeld Strategic Advisors
New York
$551K +$514K +7,268 New
MIAS
1317
Mason Investment Advisory Services
Virginia
$550K
BB
1318
Berkshire Bank
Massachusetts
$549K +$194K +2,740 +61%
KWMG
1319
King Wealth Management Group
Florida
$548K
AP
1320
Arlington Partners
Alabama
$548K -$591K -8,364 -54%
AT
1321
Arlington Trust
Alabama
$548K -$591K -8,364 -54%
CSWG
1322
Cardinal Strategic Wealth Guidance
Kentucky
$548K +$1.7K +24 +0.3%
JAG
1323
Journey Advisory Group
Kentucky
$544K -$6.79K -96 -1%
BC
1324
Barnett & Company
Tennessee
$544K
SSW
1325
Stone Summit Wealth
Florida
$542K -$2.55K -36 -0.5%

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.