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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
STB
1426
S&T Bank
Pennsylvania
$335K
PSIWM
1427
Paradigm Strategies in Wealth Management
Minnesota
$333K
LC
1428
LCNB Corp
Ohio
$332K -$4.58K -72 -1%
JFA
1429
JNBA Financial Advisors
Minnesota
$332K
PB
1430
Pinnacle Bancorp
Nebraska
$331K -$1.02K -16 -0.3%
MC
1431
Moors & Cabot
Massachusetts
$331K -$7.88K -124 -3%
BIC
1432
Beach Investment Counsel
Pennsylvania
$330K
HGWM
1433
Horst & Graben Wealth Management
Oregon
$330K +$254 +4 +0.1%
FPW
1434
Flagship Private Wealth
Massachusetts
$329K +$254 +4 +0.1%
CCMG
1435
Clark Capital Management Group
Pennsylvania
$328K +$37.1K +584 +14%
ORC
1436
O'Rourke & Company
Massachusetts
$326K +$254 +4 +0.1%
MWP
1437
Madison Wealth Partners
Wisconsin
$324K
HWA
1438
Heartwood Wealth Advisors
Virginia
$324K
NGA
1439
Naples Global Advisors
Florida
$324K +$67.9K +1,068 +29%
BOSSRA
1440
B.O.S.S. Retirement Advisors
Utah
$323K +$84.4K +1,328 +40%
BB
1441
Berkshire Bank
Massachusetts
$323K
CWM
1442
Campbell Wealth Management
Virginia
$321K -$812K -12,776 -73%
WA
1443
Wealth Alliance
New York
$320K +$296K +4,648 New
AWS
1444
Aspen Wealth Strategies
Colorado
$320K
BWP
1445
Baldwin Wealth Partners
Massachusetts
$315K
CNBT
1446
Cornerstone National Bank & Trust
Illinois
$314K
IIA
1447
Integral Investment Advisors
California
$313K
GLLW
1448
Graves Light Lenhart Wealth
Virginia
$311K
IF
1449
IRON Financial
Illinois
$311K
ACA
1450
Aptus Capital Advisors
Alabama
$311K -$47.1K -740 -14%

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.