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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
MAM
126
Marquette Asset Management
Minnesota
$36.3M -$112K -1,764 -0.3%
PWM
127
Paulson Wealth Management
Illinois
$35.8M +$307K +4,832 +0.9%
HFS
128
Hantz Financial Services
Michigan
$35.5M -$12K -188 -0%
UCFA
129
United Capital Financial Advisors
Texas
$35.4M -$1.8M -28,284 -5%
Polen Capital Management
130
Polen Capital Management
Florida
$35.3M -$2.24M -35,252 -6%
LL
131
LWMG LLC
Minnesota
$34.7M +$20.7M +325,928 +183%
CAM
132
Crestone Asset Management
Colorado
$34.3M -$1.58M -24,848 -5%
PWS
133
Paragon Wealth Strategies
Florida
$33.6M +$19.8M +311,864 +177%
WANY
134
Wealthspire Advisors (New York)
New York
$33.4M +$3.2M +50,292 +12%
MIM
135
MetLife Investment Management
New Jersey
$33.2M -$10.7M -168,400 -26%
ESCM
136
Echo Street Capital Management
New York
$33.2M +$16.5M +260,200 +117%
Lido Advisors
137
Lido Advisors
California
$32.6M +$20.5M +321,744 +211%
FCI
138
Financial Counselors Inc
Kansas
$32.4M +$1.57M +24,752 +6%
RWB
139
RMR Wealth Builders
New Jersey
$32.1M +$385K +6,060 +1%
LFWA
140
LBJ Family Wealth Advisors
Texas
$32M -$2.22M -34,960 -7%
MWM
141
Mission Wealth Management
California
$31.5M -$1.72M -27,060 -6%
APP
142
Avantax Planning Partners
Iowa
$31.4M -$446K -7,016 -2%
HCC
143
Hirtle Callaghan & Co
Pennsylvania
$31.2M -$214K -3,372 -0.7%
UID
144
Union Investments & Development
Israel
$31.1M +$28.7M +451,880 New
SC
145
Savant Capital
Illinois
$31M +$18.7M +293,552 +187%
EGA
146
E&G Advisors
Texas
$30.5M -$70.5K -1,108 -0.2%
Deutsche Bank
147
Deutsche Bank
Germany
$29.7M +$179K +2,816 +0.7%
LNC
148
Lincoln National Corp
Pennsylvania
$29.6M +$912K +14,344 +3%
SC
149
Saiph Capital
New Jersey
$29.5M +$90.8K +1,428 +0.3%
CFA
150
Capstone Financial Advisors
Illinois
$29.5M +$38.7K +608 +0.1%

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.