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
ME
1376
McIlrath & Eck
Washington
$495K -$5.37K -76 -1%
AT
1377
Arden Trust
Delaware
$494K -$3.39K -48 -0.7%
MWA
1378
Muirfield Wealth Advisors
North Carolina
$492K +$459K +6,496 New
PWMAG
1379
Pinnacle Wealth Management Advisory Group
New Jersey
$491K -$92.5K -1,308 -17%
Massachusetts Financial Services
1380
Massachusetts Financial Services
Massachusetts
$491K +$41K +580 +10%
PA
1381
Probity Advisors
Texas
$490K
BWA
1382
Bordeaux Wealth Advisors
California
$487K
CCMG
1383
Clark Capital Management Group
Pennsylvania
$487K +$33.4K +472 +8%
BIG
1384
Builder Investment Group
Georgia
$479K
HCM
1385
Hudson Capital Management
New Jersey
$479K -$1.13K -16 -0.3%
PWW
1386
Pettyjohn Wood & White
Virginia
$478K
CAI
1387
Capital Advisors Inc
Oklahoma
$477K -$34.2K -484 -7%
SIG
1388
Spinnaker Investment Group
California
$474K -$6.22K -88 -1%
CBFP
1389
Cedar Brook Financial Partners
Ohio
$473K -$12.7K -180 -3%
MWM
1390
Mattern Wealth Management
Kansas
$472K
FIC
1391
FCG Investment Company
Tennessee
$472K +$440K +6,224 New
First Manhattan
1392
First Manhattan
New York
$472K
BHA
1393
Beech Hill Advisors
New York
$469K +$76.4K +1,080 +21%
PWM
1394
Power Wealth Management
Georgia
$468K +$437K +6,176 New
SWM
1395
Sugarloaf Wealth Management
Georgia
$468K
AWM
1396
Altus Wealth Management
Kentucky
$468K +$436K +6,172 New
WWC
1397
Waypoint Wealth Counsel
Georgia
$466K -$94.2K -1,332 -18%
CWS
1398
Cypress Wealth Services
California
$465K
LP
1399
LGL Partners
Pennsylvania
$464K +$1.7K +24 +0.4%
CCP
1400
Cassia Capital Partners
North Carolina
$464K

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.