iShares Russell 1000 Growth ETF
IWF
1,775 hedge funds and large institutions have $51.7B invested in iShares Russell 1000 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 468 increasing their positions, 739 reducing their positions, and 74 closing their positions.
289% more call options, than puts
Call options by funds: $117M | Put options by funds: $30.1M
31% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 74
11.25% more ownership
Funds ownership: 296.52% → 307.77% (+11%)
0% more funds holding
Funds holding: 1,770 → 1,775 (+5)
2% less capital invested
Capital invested by funds: $53B → $51.7B (-$1.32B)
4% less funds holding in top 10
Funds holding in top 10: 187 → 179 (-8)
37% less repeat investments, than reductions
Existing positions increased: 468 | Existing positions reduced: 739
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$1.55B |
| 2 |
Morgan Stanley
New York
|
+$1.04B |
| 3 |
CWM
Circle Wealth Management
Summit,
New Jersey
|
+$355M |
| 4 |
Comerica Bank
Dallas,
Texas
|
+$167M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$105M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$526M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$453M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$202M |
| 4 |
SF
Synovus Financial
Columbus,
Georgia
|
-$105M |
| 5 |
JP Morgan Chase
New York
|
-$64.9M |
IWF Hedge Fund Activity: Q3 2023 in Review
1,775 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2023, worth a combined $51.7B — down 2.5% from $53B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new IWF positions and 74 closed out — a net gain of 23 holders — while 468 added to existing stakes and 739 trimmed.
The largest buyer was Pathstone Family Office, adding an estimated $1.55B. The largest seller was Fidelity Investments, cutting an estimated $526M.
- 1,775 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2023, up from 1,770 in Q2 2023.
- Funds reported $51.7B of iShares Russell 1000 Growth ETF stock for Q3 2023, down 2.5% quarter-over-quarter.
- 97 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2023 and 74 closed out, a net change of +23 holders.
- The largest iShares Russell 1000 Growth ETF buyer in Q3 2023 was Pathstone Family Office, an estimated $1.55B added.
- The largest iShares Russell 1000 Growth ETF seller in Q3 2023 was Fidelity Investments, an estimated $526M sold.
Based on aggregated 13F filings for Q3 2023.