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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
WMP
1326
Wealth Management Partners
Arizona
$416K -$14K -220 -4%
PP
1327
Patten & Patten
Tennessee
$415K
PAS
1328
Professional Advisory Services
Florida
$415K -$25.4K -400 -6%
RCG
1329
Resource Consulting Group
Florida
$413K
GA
1330
Geller Advisors
New York
$413K +$382K +6,004 New
BIM
1331
Bridgecreek Investment Management
Oklahoma
$413K
FWP
1332
Falcon Wealth Planning
California
$412K +$12.2K +192 +3%
GI
1333
Gradient Investments
Minnesota
$411K +$140K +2,196 +58%
ERWM
1334
Elk River Wealth Management
Colorado
$410K
FAG
1335
Fortitude Advisory Group
Washington
$409K -$9.92K -156 -3%
MA
1336
MCF Advisors
Kentucky
$407K
NMG
1337
New Millennium Group
Utah
$406K
SCI
1338
S&CO Inc
Massachusetts
$404K
LCM
1339
LVM Capital Management
Michigan
$402K
IWP
1340
IAG Wealth Partners
Wisconsin
$400K -$39.7K -624 -10%
4FG
1341
4Thought Financial Group
New York
$399K -$838K -13,184 -69%
CCM
1342
Carlson Capital Management
Minnesota
$396K -$763 -12 -0.2%
AWM
1343
Accurate Wealth Management
Florida
$395K +$4.32K +68 +1%
TIP
1344
Torray Investment Partners
Maryland
$395K
ETS
1345
ESL Trust Services
New York
$395K -$127K -2,000 -26%
CPCM
1346
Cardinal Point Capital Management
Ontario, Canada
$395K +$130K +2,048 +55%
AFA
1347
Alpha Financial Advisors
North Carolina
$394K
AMR
1348
Asset Management Resources
Massachusetts
$394K
RHP
1349
Royal Harbor Partners
Texas
$392K
FWM
1350
FFT Wealth Management
Pennsylvania
$390K

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.