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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
AWE
126
Avidian Wealth Enterprises
Texas
$42.2M -$3.19M -45,120 -7%
RFA
127
RTD Financial Advisors
Pennsylvania
$42.2M -$630K -8,904 -2%
AF
128
Allworth Financial
California
$41.9M -$2.98M -42,084 -7%
NFG
129
Nadler Financial Group
Illinois
$41.5M -$420K -5,936 -1%
ANTB
130
AMG National Trust Bank
Colorado
$41.2M +$37.3K +528 +0.1%
NP
131
NorthRock Partners
Minnesota
$41M +$13.6M +192,128 +55%
OCM
132
One Capital Management
California
$40.8M -$3.12M -44,152 -8%
BMM
133
Berkshire Money Management
Massachusetts
$40.7M +$9.36M +132,352 +33%
FHA
134
First Horizon Advisors
Tennessee
$40.5M -$774K -10,948 -2%
NW
135
NewEdge Wealth
Pennsylvania
$40.3M +$302K +4,268 +0.8%
CG
136
Cynosure Group
Utah
$40.2M +$25.4M +359,200 +211%
LL
137
LWMG LLC
Minnesota
$40.1M +$2.48M +35,020 +7%
HFS
138
Hantz Financial Services
Michigan
$40M -$776K -10,968 -2%
Cambridge Investment Research Advisors
139
Cambridge Investment Research Advisors
Iowa
$39.6M -$7.04M -99,540 -16%
Principal Financial Group
140
Principal Financial Group
Iowa
$38.4M -$10.7M -151,368 -23%
MAM
141
Marquette Asset Management
Minnesota
$38.2M -$750K -10,608 -2%
Deutsche Bank
142
Deutsche Bank
Germany
$37.8M +$2.3M +32,516 +7%
NA
143
NewEdge Advisors
Louisiana
$37.7M -$17.3M -244,744 -33%
PWS
144
Paragon Wealth Strategies
Florida
$37.6M -$8.05M -113,840 -19%
CS
145
Credit Suisse
Switzerland
$37.5M +$14.1M +199,228 +68%
BPWM
146
Badgley Phelps Wealth Managers
Washington
$36.8M +$6.87M +97,088 +25%
FCI
147
Financial Counselors Inc
Kansas
$36.5M +$1.58M +22,412 +5%
BSSFA
148
Baron Silver Stevens Financial Advisors
Florida
$36.4M -$2.54M -35,936 -7%
RSWM
149
Robertson Stephens Wealth Management
California
$35.8M +$2.95M +41,736 +10%
PWM
150
Paulson Wealth Management
Illinois
$35.7M -$3.55M -50,252 -10%

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.