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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
DWMG
1476
DB Wealth Management Group
California
$286K +$1.78K +28 +0.7%
PFA
1477
Peak Financial Advisors
Colorado
$282K -$12.7K -200 -5%
AIP
1478
ARS Investment Partners
New York
$282K
NAS
1479
NWF Advisory Services
California
$282K
RWA
1480
River Wealth Advisors
Pennsylvania
$282K +$260K +4,092 New
GKWIM
1481
Gerber Kawasaki Wealth & Investment Management
California
$281K +$12.7K +200 +5%
NCM
1482
Neumann Capital Management
California
$281K
AHB
1483
Abner Herrman & Brock
New Jersey
$281K +$260K +4,088 New
KC
1484
Kingfisher Capital
North Carolina
$280K +$509 +8 +0.2%
MCM
1485
Monument Capital Management
Virginia
$279K
JC
1486
JB Capital
Connecticut
$278K
LA
1487
Latitude Advisors
Florida
$278K +$257K +4,036 New
KWM
1488
Kolinsky Wealth Management
New Jersey
$277K
MMH
1489
Menora Mivtachim Holdings
Israel
$277K
BFEC
1490
Benjamin F. Edwards & Company
Missouri
$277K
OIM
1491
Oder Investment Management
California
$277K +$256K +4,020 New
IWM
1492
Integris Wealth Management
California
$275K
CHA
1493
Carmichael Hill & Associates
Maryland
$275K +$11.4K +180 +5%
API
1494
Advisor Partners II
California
$275K -$25.9K -408 -9%
EFL
1495
ERn Financial LLC
Wisconsin
$274K -$17.3K -272 -6%
ZCM
1496
Ziegler Capital Management
Illinois
$274K
BP
1497
Broadleaf Partners
Ohio
$274K +$9.92K +156 +4%
CTB
1498
Country Trust Bank
Illinois
$273K
GWM
1499
GSB Wealth Management
Connecticut
$273K +$509 +8 +0.2%
APC
1500
Aspire Private Capital
North Carolina
$273K

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.