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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
DBRC
1351
D.B. Root & Company
Pennsylvania
$389K +$509 +8 +0.1%
FPCG
1352
Fort Pitt Capital Group
Pennsylvania
$389K -$63.1K -992 -15%
AWAP
1353
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$387K
AHC
1354
Adell Harriman & Carpenter
Texas
$386K +$11.4K +180 +3%
FMTC
1355
Farmers & Merchants Trust Company
California
$385K
FGG
1356
Financial Guidance Group
Florida
$384K -$4.58K -72 -1%
PCM
1357
Poehling Capital Management
Wisconsin
$383K
BO
1358
Bank OZK
Arkansas
$381K +$36.1K +568 +11%
FAM
1359
Formidable Asset Management
Ohio
$381K -$6.36K -100 -2%
CCG
1360
Coastwise Capital Group
California
$381K
FMC
1361
First Merchants Corp
Indiana
$380K +$107K +1,680 +44%
3F
1362
360 Financial
Minnesota
$378K -$254 -4 -0.1%
AA
1363
Aire Advisors
California
$377K -$15.3K -240 -4%
GKIM
1364
GW&K Investment Management
Massachusetts
$377K
NL
1365
NVWM LLC
Pennsylvania
$377K
PSB
1366
Piscataqua Savings Bank
New Hampshire
$377K -$19.6K -308 -5%
CPIA
1367
Cornell Pochily Investment Advisors
New York
$376K
CWA
1368
Clarity Wealth Advisors
California
$375K
EWM
1369
Executive Wealth Management
Michigan
$373K +$254 +4 +0.1%
CWM
1370
Curi Wealth Management
North Carolina
$373K +$1.53K +24 +0.4%
RW
1371
REDW Wealth
New Mexico
$372K
DWM
1372
Dechtman Wealth Management
Colorado
$372K +$343K +5,400 New
BCM
1373
Bourgeon Capital Management
Connecticut
$371K
SFP
1374
Sandbox Financial Partners
Maryland
$371K +$1.02K +16 +0.3%
LWMT
1375
Legacy Wealth Management (Tennessee)
Tennessee
$371K

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.