IWF icon

iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

1,761 hedge funds and large institutions have $53B invested in iShares Russell 1000 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 528 increasing their positions, 683 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,761
Holders Change
+72
Holders Change %
+4.26%
% of All Funds
27.77%
Holding in Top 10
186
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+8.14%
% of All Funds
2.93%
New
144
Increased
528
Reduced
683
Closed
54
Calls
$110M
Puts
$42.5M
Net Calls
+$67.4M
Net Calls Change
+$10.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$373M
2
CM
Churchill Management
California
+$186M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$169M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$85.8M
5
Cerity Partners
Cerity Partners
New York
+$67.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$453M
2
Bank of America
Bank of America
North Carolina
-$312M
3
Morgan Stanley
Morgan Stanley
New York
-$252M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$243M
5
SW
SVB Wealth
Massachusetts
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
GKWIM
1476
Gerber Kawasaki Wealth & Investment Management
California
$281K +$13.8K +50 +5%
NCM
1477
Neumann Capital Management
California
$281K – – –
AHB
1478
Abner Herrman & Brock
New Jersey
$281K +$281K +1,022 New
KC
1479
Kingfisher Capital
North Carolina
$280K +$550 +2 +0.2%
MCM
1480
Monument Capital Management
Virginia
$279K – – –
JC
1481
JB Capital
Connecticut
$278K – – –
LA
1482
Latitude Advisors
Florida
$278K +$278K +1,009 New
KWM
1483
Kolinsky Wealth Management
New Jersey
$277K – – –
MMH
1484
Menora Mivtachim Holdings
Israel
$277K – – –
BFEC
1485
Benjamin F. Edwards & Company
Missouri
$277K – – –
OIM
1486
Oder Investment Management
California
$277K +$277K +1,005 New
IWM
1487
Integris Wealth Management
California
$275K – – –
CHA
1488
Carmichael Hill & Associates
Maryland
$275K +$12.4K +45 +5%
API
1489
Advisor Partners II
California
$275K -$28.1K -102 -9%
EFL
1490
ERn Financial LLC
Wisconsin
$274K -$18.7K -68 -6%
ZCM
1491
Ziegler Capital Management
Illinois
$274K – – –
BP
1492
Broadleaf Partners
Ohio
$274K +$10.7K +39 +4%
CTB
1493
Country Trust Bank
Illinois
$273K – – –
GWM
1494
GSB Wealth Management
Connecticut
$273K +$550 +2 +0.2%
APC
1495
Aspire Private Capital
North Carolina
$273K – – –
SAM
1496
Sequent Asset Management
Texas
$272K – – –
RWM
1497
Ritholtz Wealth Management
New York
$272K -$16.8K -61 -6%
RCM
1498
RB Capital Management
Nevada
$272K +$275 +1 +0.1%
MCA
1499
Magnolia Capital Advisors
Mississippi
$271K +$3.58K +13 +1%
RIA
1500
Realta Investment Advisors
Delaware
$267K -$4.4K -16 -2%
58 59
60
61 62