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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
AssetMark Inc
1451
AssetMark Inc
California
$421K +$281K +3,968 +249%
AAM
1452
Austin Asset Management
Texas
$421K
CCM
1453
Carlson Capital Management
Minnesota
$420K
CWM
1454
Campbell Wealth Management
Virginia
$420K +$61.4K +868 +19%
CCG
1455
Coastwise Capital Group
California
$419K +$283 +4 +0.1%
TW
1456
TrinityPoint Wealth
Connecticut
$418K -$29.4K -416 -7%
TCM
1457
Tandem Capital Management
New Jersey
$417K +$87.7K +1,240 +29%
3F
1458
360 Financial
Minnesota
$417K +$389K +5,500 New
Belvedere Trading
1459
Belvedere Trading
Illinois
$417K +$389K +5,496 New
FAM
1460
Formidable Asset Management
Ohio
$415K -$1.41K -20 -0.4%
GC
1461
Gilbert & Cook
Iowa
$414K +$7.64K +108 +2%
HHGA
1462
Halbert Hargrove Global Advisors
California
$414K +$21.8K +308 +6%
EWM
1463
Executive Wealth Management
Michigan
$412K +$283 +4 +0.1%
SRC
1464
Shufro Rose & Co
New York
$411K
CPIA
1465
Cornell Pochily Investment Advisors
New York
$410K -$5.94K -84 -2%
RW
1466
REDW Wealth
New Mexico
$410K +$283 +4 +0.1%
BCM
1467
Bourgeon Capital Management
Connecticut
$409K
HAC
1468
Harbor Advisory Corp
New Hampshire
$409K
RWP
1469
Reliant Wealth Planning
Kentucky
$408K
TFF
1470
The Family Firm
Maryland
$408K +$1.41K +20 +0.4%
GKIM
1471
GW&K Investment Management
Massachusetts
$408K
PWM
1472
Praetorian Wealth Management
California
$407K +$380K +5,376 New
AHC
1473
Anderson Hoagland & Co
Missouri
$407K
AMBIA
1474
Allen Mooney & Barnes Investment Advisors
Georgia
$407K +$1.7K +24 +0.4%
FGG
1475
Financial Guidance Group
Florida
$406K

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.