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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
RWP
1376
Reliant Wealth Planning
Kentucky
$371K
TFF
1377
The Family Firm
Maryland
$369K +$509 +8 +0.1%
GC
1378
Gilbert & Cook
Iowa
$369K
AMBIA
1379
Allen Mooney & Barnes Investment Advisors
Georgia
$368K +$509 +8 +0.1%
AHC
1380
Anderson Hoagland & Co
Missouri
$367K -$5.09K -80 -1%
DWM
1381
Drive Wealth Management
Utah
$366K +$58.3K +916 +21%
RP
1382
Rice Partnership
Hawaii
$366K
VPP
1383
Vertex Planning Partners
Illinois
$366K
CWM
1384
C2C Wealth Management
Arizona
$366K -$21.9K -344 -6%
IFAM
1385
Institutional & Family Asset Management
Colorado
$365K +$155K +2,432 +84%
CWM
1386
Circle Wealth Management
New Jersey
$364K +$509 +8 +0.2%
BFO
1387
Boston Family Office
Massachusetts
$364K
HBW
1388
Hazlett, Burt & Watson
West Virginia
$361K +$125K +1,968 +60%
NP
1389
Nilsine Partners
Colorado
$361K
FAT
1390
First American Trust
California
$358K +$509 +8 +0.2%
LWM
1391
Liberty Wealth Management
California
$358K +$17K +268 +5%
SCM
1392
Stordahl Capital Management
Colorado
$357K
GAM
1393
Gemmer Asset Management
California
$357K +$15.3K +240 +5%
WF
1394
Wayfinding Financial
Washington
$355K
HHGA
1395
Halbert Hargrove Global Advisors
California
$355K -$13.5K -212 -4%
LPAM
1396
Lodestar Private Asset Management
California
$355K +$2.04K +32 +0.6%
MPWT
1397
MassMutual Private Wealth & Trust
Connecticut
$353K -$19.6K -308 -6%
BHIC
1398
Bassett Hargrove Investment Counsel
Delaware
$352K
PIP
1399
Peachtree Investment Partners
Florida
$351K +$509 +8 +0.2%
BHA
1400
Beech Hill Advisors
New York
$351K

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.