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iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

1,942 hedge funds and large institutions have $69B invested in iShares Russell 1000 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 643 increasing their positions, 643 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,942
Holders Change
+177
Holders Change %
+10.03%
% of All Funds
28.48%
Holding in Top 10
198
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+11.24%
% of All Funds
2.9%
New
263
Increased
643
Reduced
643
Closed
63
Calls
$128M
Puts
$31.7M
Net Calls
+$96.4M
Net Calls Change
+$9.24M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$14.8B
2
Ameriprise
2
Ameriprise
Minnesota
$1.39B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.36B
4
Bank of America
4
Bank of America
North Carolina
$9.78B
5
Goldman Sachs
5
Goldman Sachs
New York
$3.03B

Top Sellers

1
SF
1
Synovus Financial
Georgia
$393M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$241M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$262M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.02B
5
SW
5
SVB Wealth
Massachusetts
$73.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
126
Avidian Wealth Enterprises
Texas
$42.2M -$3.42M -11,280 -7%
RFA
127
RTD Financial Advisors
Pennsylvania
$42.2M -$675K -2,226 -2%
AF
128
Allworth Financial
California
$41.9M -$3.19M -10,521 -7%
NFG
129
Nadler Financial Group
Illinois
$41.5M -$450K -1,484 -1%
ANTB
130
AMG National Trust Bank
Colorado
$41.2M +$40K +132 +0.1%
NP
131
NorthRock Partners
Minnesota
$41M +$14.6M +48,032 +55%
OCM
132
One Capital Management
California
$40.8M -$3.35M -11,038 -8%
BMM
133
Berkshire Money Management
Massachusetts
$40.7M +$10M +33,088 +33%
FHA
134
First Horizon Advisors
Tennessee
$40.5M -$830K -2,737 -2%
NW
135
NewEdge Wealth
Pennsylvania
$40.3M +$323K +1,067 +0.8%
CG
136
Cynosure Group
Utah
$40.2M +$27.2M +89,800 +211%
LL
137
LWMG LLC
Minnesota
$40.1M +$2.65M +8,755 +7%
HFS
138
Hantz Financial Services
Michigan
$40M -$831K -2,742 -2%
Cambridge Investment Research Advisors
139
Cambridge Investment Research Advisors
Iowa
$39.6M -$7.54M -24,885 -16%
Principal Financial Group
140
Principal Financial Group
Iowa
$38.4M -$11.5M -37,842 -23%
MAM
141
Marquette Asset Management
Minnesota
$38.2M -$804K -2,652 -2%
Deutsche Bank
142
Deutsche Bank
Germany
$37.8M +$2.46M +8,129 +7%
NA
143
NewEdge Advisors
Louisiana
$37.7M -$18.7M -61,186 -33%
PWS
144
Paragon Wealth Strategies
Florida
$37.6M -$8.63M -28,460 -19%
CS
145
Credit Suisse
Switzerland
$37.5M +$15.1M +49,807 +68%
BPWM
146
Badgley Phelps Wealth Managers
Washington
$36.8M +$7.36M +24,272 +25%
FCI
147
Financial Counselors Inc
Kansas
$36.5M +$1.7M +5,603 +5%
BSSFA
148
Baron Silver Stevens Financial Advisors
Florida
$36.4M -$2.72M -8,984 -7%
RSWM
149
Robertson Stephens Wealth Management
California
$35.8M +$3.16M +10,434 +10%
PWM
150
Paulson Wealth Management
Illinois
$35.7M -$3.81M -12,563 -10%
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