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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
SAM
1501
Sequent Asset Management
Texas
$272K
RWM
1502
Ritholtz Wealth Management
New York
$272K -$15.5K -244 -6%
RCM
1503
RB Capital Management
Nevada
$272K +$254 +4 +0.1%
MCA
1504
Magnolia Capital Advisors
Mississippi
$271K +$3.31K +52 +1%
RIA
1505
Realta Investment Advisors
Delaware
$267K -$4.07K -64 -2%
BFC
1506
Blue Fin Capital
Rhode Island
$267K
PMG
1507
Private Management Group
California
$267K
OCPWS
1508
One Charles Private Wealth Services
Massachusetts
$266K
WTFG
1509
Wells Trecaso Financial Group
Ohio
$266K +$246K +3,868 New
APG
1510
Abacus Planning Group
South Carolina
$266K +$36.1K +568 +17%
PIMG
1511
Patriot Investment Management Group
Tennessee
$261K
VCM
1512
Vision Capital Management
Oregon
$261K +$27.7K +436 +13%
TBC
1513
Ted Buchan & Co
California
$260K -$2.29K -36 -0.9%
SIAS
1514
Summit Investment Advisory Services
Minnesota
$260K
IWA
1515
Inspirion Wealth Advisors
Illinois
$260K
GIP
1516
Granite Investment Partners
California
$259K +$168K +2,640 +234%
PFM
1517
Phillips Financial Management
Indiana
$259K -$26.5K -416 -10%
GHAM
1518
Gilman Hill Asset Management
Connecticut
$258K +$239K +3,756 New
PAMG
1519
Patton Albertson Miller Group
Tennessee
$258K -$2.54K -40 -1%
PBO
1520
Peoples Bank (Ohio)
Ohio
$258K
VF
1521
Vista Finance
Missouri
$257K +$238K +3,740 New
MGWM
1522
Marks Group Wealth Management
Minnesota
$256K -$15.5K -244 -6%
LWA
1523
LWS Wealth Advisors
New Jersey
$255K -$12.7K -200 -5%
BW
1524
Bison Wealth
Georgia
$254K +$235K +3,692 New
CAMG
1525
CWA Asset Management Group
Florida
$253K +$234K +3,680 New

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.