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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
RBFC
1401
Roman Butler Fullerton & Co
Missouri
$351K -$590K -9,284 -65%
HL
1402
HeadInvest LLC
Maine
$350K -$2.54K -40 -0.8%
CWG
1403
Cornerstone Wealth Group
North Carolina
$349K -$3.31K -52 -1%
OP
1404
ORG Partners
Indiana
$346K +$320K +5,032 New
KFC
1405
Klingenstein Fields & Co
New York
$346K -$5.09K -80 -2%
CFD
1406
Creative Financial Designs
Indiana
$346K +$74.3K +1,168 +30%
OFA
1407
Onyx Financial Advisors
Idaho
$345K +$319K +5,012 New
BI
1408
Berkeley Inc
Idaho
$345K +$254 +4 +0.1%
ACMA
1409
Arbor Capital Management (Alaska)
Alaska
$344K +$3.56K +56 +1%
COCM
1410
Charter Oak Capital Management
New Hampshire
$343K -$2.8K -44 -0.9%
ACM
1411
Ashford Capital Management
Delaware
$343K
TCB
1412
Texas Capital Bancshares
Texas
$343K
MFG
1413
MidWestOne Financial Group
Iowa
$342K
TW
1414
Transform Wealth
Colorado
$342K
SFP
1415
Shepherd Financial Partners
Massachusetts
$341K +$95.6K +1,504 +43%
GAB
1416
German American Bancorp
Indiana
$341K +$1.53K +24 +0.5%
BOS
1417
Bank of Stockton
California
$341K
NB
1418
Northwest Bancshares
Pennsylvania
$341K -$171K -2,696 -35%
BL
1419
BFSG LLC
California
$340K +$314K +4,936 New
FC
1420
FCA Corp
Texas
$340K
VCM
1421
Vivaldi Capital Management
Illinois
$338K +$16.8K +264 +6%
TCM
1422
Telos Capital Management
California
$338K
PFA
1423
Pathway Financial Advisors
Vermont
$338K +$25.4K +400 +9%
GPA
1424
Guerra Pan Advisors
New Jersey
$337K
IWS
1425
Insight Wealth Strategies
California
$336K +$254 +4 +0.1%

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.