We are live on ! Find out more
IWF icon

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
T
1351
TNF
Montana
$517K +$459K +6,488 New
MFS
1352
McNamara Financial Services
Massachusetts
$516K -$1.13K -16 -0.2%
HFA
1353
High Falls Advisors
New York
$516K +$28.3K +400 +6%
WB
1354
Webster Bank
Connecticut
$515K +$294K +4,160 +158%
TCM
1355
Twele Capital Management
Minnesota
$514K -$2.83K -40 -0.6%
PW
1356
Peninsula Wealth
California
$514K
SG
1357
StoneX Group
New York
$513K +$77.8K +1,100 +19%
TMWM
1358
Taylor & Morgan Wealth Management
Michigan
$508K
CRI
1359
Commonwealth Retirement Investments
Virginia
$508K
HFM
1360
Hartford Financial Management
Connecticut
$507K
WC
1361
Waterloo Capital
Texas
$507K
BTIM
1362
BancFirst Trust & Investment Management
Oklahoma
$506K -$43.3K -612 -8%
OGF
1363
Orin Green Financial
California
$506K
HBWM
1364
Hollow Brook Wealth Management
New York
$505K
BWA
1365
BlueSky Wealth Advisors
North Carolina
$504K
EWM
1366
Empirical Wealth Management
Washington
$504K +$90.8K +1,284 +24%
CWM
1367
Cahill Wealth Management
Michigan
$503K -$20.6K -292 -4%
AWA
1368
ARQ Wealth Advisors
Arizona
$503K -$155K -2,192 -25%
KA
1369
Kovack Advisors
Florida
$502K +$21.5K +304 +5%
OP
1370
ORG Partners
Indiana
$502K +$144K +2,036 +45%
GEA
1371
Glen Eagle Advisors
New Jersey
$501K +$4.24K +60 +0.9%
ACM
1372
Ardent Capital Management
Ohio
$501K
CAG
1373
Csenge Advisory Group
Florida
$500K -$22.3K -316 -5%
GWM
1374
Gitterman Wealth Management
New Jersey
$499K
BA
1375
Bristlecone Advisors
Washington
$495K -$103K -1,460 -18%

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.