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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
CTA
1401
Colonial Trust Advisors
South Carolina
$463K
JWM
1402
JFG Wealth Management
Colorado
$463K
CT
1403
Cambridge Trust
Massachusetts
$462K -$39.3K -556 -8%
LCM
1404
Liberty Capital Management
Michigan
$462K -$3.96K -56 -0.9%
CPW
1405
Catalyst Private Wealth
California
$460K -$51.5K -728 -11%
PWMG
1406
Prestige Wealth Management Group
New Jersey
$457K -$2.55K -36 -0.6%
PP
1407
Patten & Patten
Tennessee
$457K
PAS
1408
Professional Advisory Services
Florida
$457K
LPT
1409
Legacy Private Trust
Wisconsin
$456K -$3.11K -44 -0.7%
WMP
1410
Wealth Management Partners
Arizona
$455K
GA
1411
Geller Advisors
New York
$455K
GCP
1412
GSA Capital Partners
United Kingdom
$455K +$424K +6,000 New
BIM
1413
Bridgecreek Investment Management
Oklahoma
$455K
WI
1414
WrapManager Inc
California
$454K -$26.6K -376 -6%
VFPW
1415
Vantage Financial Partners (Wisconsin)
Wisconsin
$454K +$16.1K +228 +4%
S
1416
Sunpointe
Missouri
$454K +$423K +5,984 New
FAG
1417
Fortitude Advisory Group
Washington
$451K +$283 +4 +0.1%
HG
1418
Harbor Group
New Hampshire
$451K -$14.4K -204 -3%
ERWM
1419
Elk River Wealth Management
Colorado
$449K -$3.11K -44 -0.7%
NMG
1420
New Millennium Group
Utah
$447K
LWMNY
1421
Landmark Wealth Management (New York)
New York
$447K +$566 +8 +0.1%
IA
1422
IFS Advisors
Kansas
$445K +$391K +5,528 +1,607%
SCI
1423
S&CO Inc
Massachusetts
$445K
AAM
1424
Aureus Asset Management
Massachusetts
$444K +$415K +5,864 New
LCM
1425
LVM Capital Management
Michigan
$443K

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.