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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 %
AMBIA
1376
Allen Mooney & Barnes Investment Advisors
Georgia
$368K +$551 +2 +0.1%
AHC
1377
Anderson Hoagland & Co
Missouri
$367K -$5.5K -20 -1%
DWM
1378
Drive Wealth Management
Utah
$366K +$63K +229 +21%
RP
1379
Rice Partnership
Hawaii
$366K – – –
VPP
1380
Vertex Planning Partners
Illinois
$366K – – –
CWM
1381
C2C Wealth Management
Arizona
$366K -$24.4K -86 -6%
IFAM
1382
Institutional & Family Asset Management
Colorado
$365K +$167K +608 +84%
CWM
1383
Circle Wealth Management
New Jersey
$364K +$550 +2 +0.2%
BFO
1384
Boston Family Office
Massachusetts
$364K – – –
HBW
1385
Hazlett, Burt & Watson
West Virginia
$361K +$135K +492 +60%
NP
1386
Nilsine Partners
Colorado
$361K – – –
FAT
1387
First American Trust
California
$358K +$550 +2 +0.2%
LWM
1388
Liberty Wealth Management
California
$358K +$18.4K +67 +5%
SCM
1389
Stordahl Capital Management
Colorado
$357K – – –
GAM
1390
Gemmer Asset Management
California
$357K +$16.5K +60 +5%
WF
1391
Wayfinding Financial
Washington
$355K – – –
HHGA
1392
Halbert Hargrove Global Advisors
California
$355K -$14.6K -53 -4%
LPAM
1393
Lodestar Private Asset Management
California
$355K +$2.2K +8 +0.6%
MPWT
1394
MassMutual Private Wealth & Trust
Connecticut
$353K -$21.2K -77 -6%
BHIC
1395
Bassett Hargrove Investment Counsel
Delaware
$352K – – –
PIP
1396
Peachtree Investment Partners
Florida
$351K +$550 +2 +0.2%
BHA
1397
Beech Hill Advisors
New York
$351K – – –
RBFC
1398
Roman Butler Fullerton & Co
Missouri
$351K -$662K -2,321 -65%
HL
1399
HeadInvest LLC
Maine
$350K -$2.73K -10 -0.8%
CWG
1400
Cornerstone Wealth Group
North Carolina
$349K -$3.58K -13 -1%
54 55
56
57 58