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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
SCM
1326
Stonehearth Capital Management
Massachusetts
$542K +$9.9K +140 +2%
RIA
1327
RPG Investment Advisory
California
$541K +$20.6K +292 +4%
ORC
1328
O'Rourke & Company
Massachusetts
$541K +$179K +2,532 +55%
FIC
1329
Family Investment Center
Missouri
$540K -$8.2K -116 -2%
AC
1330
Apella Capital
Connecticut
$539K -$487K -6,884 -48%
WI
1331
Wintrust Investments
Illinois
$538K +$1.41K +20 +0.3%
OIA
1332
Optimum Investment Advisors
Illinois
$537K -$107K -1,520 -18%
ACI
1333
Alpha Cubed Investments
California
$536K +$80.9K +1,144 +19%
AWM
1334
Activest Wealth Management
Florida
$535K +$566 +8 +0.1%
RCA
1335
Riverview Capital Advisers
Massachusetts
$534K +$165K +2,332 +49%
WDL
1336
Well Done LLC
Michigan
$531K
RWM
1337
Rockwood Wealth Management
Pennsylvania
$530K
LFA
1338
Lauterbach Financial Advisors
Texas
$530K
JC
1339
Jentner Corp
Ohio
$528K
HBW
1340
Hazlett, Burt & Watson
West Virginia
$528K -$27.2K -384 -5%
BEW
1341
Burton Enright Welch
California
$525K
BCMLT
1342
Beacon Capital Management LLC (Tennessee)
Tennessee
$525K +$9.62K +136 +2%
SCA
1343
Sandy Cove Advisors
Massachusetts
$525K +$849 +12 +0.2%
CWM
1344
Compass Wealth Management
Connecticut
$524K -$11.3K -160 -2%
BFA
1345
Bragg Financial Advisors
North Carolina
$524K -$344K -4,860 -41%
NIC
1346
Northwest Investment Counselors
Oregon
$524K
IPW
1347
Invictus Private Wealth
Colorado
$522K -$1.13K -16 -0.2%
CWA
1348
Clarity Wealth Advisors
California
$521K -$19.5K -276 -4%
CT
1349
Columbia Trust
Oregon
$518K -$5.37K -76 -1%
SFP
1350
Strategic Financial Partners
Oregon
$518K

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.