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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
DTC
1451
Davidson Trust Company
Washington
$310K -$47.1K -740 -14%
PCA
1452
Pallas Capital Advisors
Massachusetts
$310K +$279K +4,380 New
SPW
1453
Surience Private Wealth
Washington
$305K
FCA
1454
FinTrust Capital Advisors
South Carolina
$304K
AGM
1455
Alpine Global Management
New York
$303K -$398K -6,260 -59%
PFT
1456
Providence First Trust
Arizona
$303K -$2.13M -33,524 -88%
AWM
1457
Act Wealth Management
Texas
$301K -$34.1K -536 -11%
NB
1458
NBT Bank
New York
$300K
SFFS
1459
Stonehage Fleming Financial Services
Jersey
$300K +$71.7K +1,128 +35%
DIA
1460
Dana Investment Advisors
Wisconsin
$298K +$55.5K +872 +25%
OSNBOA
1461
Old Second National Bank of Aurora
Illinois
$297K
RGC
1462
Roberts, Glore & Co
Illinois
$296K
AAG
1463
Armstrong Advisory Group
Massachusetts
$295K
BIA
1464
Bigelow Investment Advisors
Maine
$294K -$5.09K -80 -2%
BW
1465
BIP Wealth
Georgia
$294K -$183K -2,876 -40%
AFM
1466
Abbot Financial Management
Massachusetts
$294K
MIC
1467
Meridian Investment Counsel
California
$294K
SWP
1468
Strategic Wealth Partners
Ohio
$293K -$167K -2,628 -38%
PA
1469
Perennial Advisors
New York
$292K
AG
1470
Ascent Group
Virginia
$290K -$6.11K -96 -2%
WB
1471
Webster Bank
Connecticut
$288K
PP
1472
PDS Planning
Ohio
$287K -$5.6K -88 -2%
W
1473
Wealthquest
Ohio
$286K -$25.7K -404 -9%
CWM
1474
Chemistry Wealth Management
New York
$286K
ZIC
1475
ZWJ Investment Counsel
Georgia
$286K

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.