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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 %
RCG
1326
Resource Consulting Group
Florida
$413K – – –
GA
1327
Geller Advisors
New York
$413K +$413K +1,501 New
BIM
1328
Bridgecreek Investment Management
Oklahoma
$413K – – –
FWP
1329
Falcon Wealth Planning
California
$412K +$13.2K +48 +3%
GI
1330
Gradient Investments
Minnesota
$411K +$151K +549 +58%
ERWM
1331
Elk River Wealth Management
Colorado
$410K – – –
FAG
1332
Fortitude Advisory Group
Washington
$409K -$10.7K -39 -3%
MA
1333
MCF Advisors
Kentucky
$407K – – –
NMG
1334
New Millennium Group
Utah
$406K – – –
SCI
1335
S&CO Inc
Massachusetts
$404K – – –
LCM
1336
LVM Capital Management
Michigan
$402K – – –
IWP
1337
IAG Wealth Partners
Wisconsin
$400K -$42.9K -156 -10%
4FG
1338
4Thought Financial Group
New York
$399K -$907K -3,296 -69%
CCM
1339
Carlson Capital Management
Minnesota
$396K -$826 -3 -0.2%
AWM
1340
Accurate Wealth Management
Florida
$395K +$4.78K +17 +1%
TIP
1341
Torray Investment Partners
Maryland
$395K – – –
ETS
1342
ESL Trust Services
New York
$395K -$138K -500 -26%
CPCM
1343
Cardinal Point Capital Management
Ontario, Canada
$395K +$141K +512 +55%
AFA
1344
Alpha Financial Advisors
North Carolina
$394K – – –
AMR
1345
Asset Management Resources
Massachusetts
$394K – – –
RHP
1346
Royal Harbor Partners
Texas
$392K – – –
FWM
1347
FFT Wealth Management
Pennsylvania
$390K – – –
DBRC
1348
D.B. Root & Company
Pennsylvania
$389K +$550 +2 +0.1%
FPCG
1349
Fort Pitt Capital Group
Pennsylvania
$389K -$68.2K -248 -15%
AWAP
1350
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$387K – – –
52 53
54
55 56