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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
MIM
1426
Macroview Investment Management
Maryland
$442K
OWA
1427
Opal Wealth Advisors
New York
$442K +$105K +1,484 +34%
CCP
1428
Clarity Capital Partners
California
$442K +$413K +5,836 New
PPW
1429
PACK Private Wealth
Minnesota
$441K -$93.9K -1,328 -19%
AWM
1430
Accurate Wealth Management
Florida
$440K +$67.9K +960 +20%
CA
1431
Claro Advisors
Massachusetts
$440K -$89.7K -1,268 -18%
FPCG
1432
Fort Pitt Capital Group
Pennsylvania
$439K +$13.9K +196 +4%
LWMT
1433
Legacy Wealth Management (Tennessee)
Tennessee
$438K +$26.9K +380 +7%
MCA
1434
MSH Capital Advisors
Arizona
$438K +$1.41K +20 +0.3%
ETS
1435
ESL Trust Services
New York
$435K
PWS
1436
Precision Wealth Strategies
Missouri
$434K
AFA
1437
Alpha Financial Advisors
North Carolina
$434K
IWS
1438
Insight Wealth Strategies
California
$434K +$59.4K +840 +17%
MA
1439
MCF Advisors
Kentucky
$433K
LNB
1440
Ledyard National Bank
$432K -$36.8K -520 -8%
RHP
1441
Royal Harbor Partners
Texas
$431K
FWM
1442
FFT Wealth Management
Pennsylvania
$430K
AWAP
1443
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$428K +$1.13K +16 +0.3%
FNWM
1444
Financial Network Wealth Management
Utah
$425K +$146K +2,064 +58%
AMM
1445
American Money Management
California
$424K -$34.5K -488 -8%
WP
1446
WealthSource Partners
California
$423K -$10.5K -148 -3%
AMR
1447
Asset Management Resources
Massachusetts
$423K
Westfield Capital Management
1448
Westfield Capital Management
Massachusetts
$422K +$394K +5,572 New
DWM
1449
Dechtman Wealth Management
Colorado
$422K +$1.41K +20 +0.4%
PCM
1450
Poehling Capital Management
Wisconsin
$421K

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.