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iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

1,761 hedge funds and large institutions have $53B invested in iShares Russell 1000 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 528 increasing their positions, 683 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,761
Holders Change
+72
Holders Change %
+4.26%
% of All Funds
27.77%
Holding in Top 10
186
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+8.14%
% of All Funds
2.93%
New
144
Increased
528
Reduced
683
Closed
54
Calls
$110M
Puts
$42.5M
Net Calls
+$67.4M
Net Calls Change
+$10.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$373M
2
CM
Churchill Management
California
+$186M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$169M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$85.8M
5
Cerity Partners
Cerity Partners
New York
+$67.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$453M
2
Bank of America
Bank of America
North Carolina
-$312M
3
Morgan Stanley
Morgan Stanley
New York
-$252M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$243M
5
SW
SVB Wealth
Massachusetts
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
1426
JNBA Financial Advisors
Minnesota
$332K – – –
PB
1427
Pinnacle Bancorp
Nebraska
$331K -$1.1K -4 -0.3%
MC
1428
Moors & Cabot
Massachusetts
$331K -$8.53K -31 -3%
BIC
1429
Beach Investment Counsel
Pennsylvania
$330K – – –
HGWM
1430
Horst & Graben Wealth Management
Oregon
$330K +$275 +1 +0.1%
FPW
1431
Flagship Private Wealth
Massachusetts
$329K +$275 +1 +0.1%
CCMG
1432
Clark Capital Management Group
Pennsylvania
$328K +$40.2K +146 +14%
ORC
1433
O'Rourke & Company
Massachusetts
$326K +$275 +1 +0.1%
MWP
1434
Madison Wealth Partners
Wisconsin
$324K – – –
HWA
1435
Heartwood Wealth Advisors
Virginia
$324K – – –
NGA
1436
Naples Global Advisors
Florida
$324K +$73.5K +267 +29%
BOSSRA
1437
B.O.S.S. Retirement Advisors
Utah
$323K +$91.4K +332 +40%
BB
1438
Berkshire Bank
Massachusetts
$323K – – –
CWM
1439
Campbell Wealth Management
Virginia
$321K -$879K -3,194 -73%
WA
1440
Wealth Alliance
New York
$320K +$320K +1,162 New
AWS
1441
Aspen Wealth Strategies
Colorado
$320K – – –
BWP
1442
Baldwin Wealth Partners
Massachusetts
$315K – – –
IIA
1443
Integral Investment Advisors
California
$313K – – –
GLLW
1444
Graves Light Lenhart Wealth
Virginia
$311K – – –
IF
1445
IRON Financial
Illinois
$311K – – –
ACA
1446
Aptus Capital Advisors
Alabama
$311K -$50.9K -185 -14%
DTC
1447
Davidson Trust Company
Washington
$310K -$50.9K -185 -14%
PCA
1448
Pallas Capital Advisors
Massachusetts
$310K +$310K +1,095 New
SPW
1449
Surience Private Wealth
Washington
$305K – – –
FCA
1450
FinTrust Capital Advisors
South Carolina
$304K – – –
56 57
58
59 60