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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 %
AHC
1351
Adell Harriman & Carpenter
Texas
$386K +$12.4K +45 +3%
FMTC
1352
Farmers & Merchants Trust Company
California
$385K – – –
FGG
1353
Financial Guidance Group
Florida
$384K -$4.95K -18 -1%
PCM
1354
Poehling Capital Management
Wisconsin
$383K – – –
BO
1355
Bank OZK
Arkansas
$381K +$39.1K +142 +11%
FAM
1356
Formidable Asset Management
Ohio
$381K -$6.88K -25 -2%
CCG
1357
Coastwise Capital Group
California
$381K – – –
FMC
1358
First Merchants Corp
Indiana
$380K +$116K +420 +44%
3F
1359
360 Financial
Minnesota
$378K -$275 -1 -0.1%
AA
1360
Aire Advisors
California
$377K -$16.5K -60 -4%
GKIM
1361
GW&K Investment Management
Massachusetts
$377K – – –
NL
1362
NVWM LLC
Pennsylvania
$377K – – –
PSB
1363
Piscataqua Savings Bank
New Hampshire
$377K -$21.2K -77 -5%
CPIA
1364
Cornell Pochily Investment Advisors
New York
$376K – – –
CWA
1365
Clarity Wealth Advisors
California
$375K – – –
EWM
1366
Executive Wealth Management
Michigan
$373K +$275 +1 +0.1%
CWM
1367
Curi Wealth Management
North Carolina
$373K +$1.65K +6 +0.4%
RW
1368
REDW Wealth
New Mexico
$372K – – –
DWM
1369
Dechtman Wealth Management
Colorado
$372K +$372K +1,350 New
BCM
1370
Bourgeon Capital Management
Connecticut
$371K – – –
SFP
1371
Sandbox Financial Partners
Maryland
$371K +$1.1K +4 +0.3%
LWMT
1372
Legacy Wealth Management (Tennessee)
Tennessee
$371K – – –
RWP
1373
Reliant Wealth Planning
Kentucky
$371K – – –
TFF
1374
The Family Firm
Maryland
$369K +$550 +2 +0.1%
GC
1375
Gilbert & Cook
Iowa
$369K – – –
53 54
55
56 57