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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 %
BFC
1501
Blue Fin Capital
Rhode Island
$267K – – –
PMG
1502
Private Management Group
California
$267K – – –
OCPWS
1503
One Charles Private Wealth Services
Massachusetts
$266K – – –
WTFG
1504
Wells Trecaso Financial Group
Ohio
$266K +$266K +967 New
APG
1505
Abacus Planning Group
South Carolina
$266K +$39.1K +142 +17%
PIMG
1506
Patriot Investment Management Group
Tennessee
$261K – – –
VCM
1507
Vision Capital Management
Oregon
$261K +$30K +109 +13%
TBC
1508
Ted Buchan & Co
California
$260K -$2.48K -9 -0.9%
SIAS
1509
Summit Investment Advisory Services
Minnesota
$260K – – –
IWA
1510
Inspirion Wealth Advisors
Illinois
$260K – – –
GIP
1511
Granite Investment Partners
California
$259K +$182K +660 +234%
PFM
1512
Phillips Financial Management
Indiana
$259K -$28.6K -104 -10%
GHAM
1513
Gilman Hill Asset Management
Connecticut
$258K +$258K +939 New
PAMG
1514
Patton Albertson Miller Group
Tennessee
$258K -$2.75K -10 -1%
PBO
1515
Peoples Bank (Ohio)
Ohio
$258K – – –
VF
1516
Vista Finance
Missouri
$257K +$257K +935 New
MGWM
1517
Marks Group Wealth Management
Minnesota
$256K -$16.8K -61 -6%
LWA
1518
LWS Wealth Advisors
New Jersey
$255K -$13.8K -50 -5%
BW
1519
Bison Wealth
Georgia
$254K +$254K +923 New
CAMG
1520
CWA Asset Management Group
Florida
$253K +$253K +920 New
VAF
1521
Values Added Financial
District of Columbia
$253K +$253K +920 New
GWANC
1522
Guardian Wealth Advisors (North Carolina)
North Carolina
$253K -$19.8K -72 -7%
CC
1523
Commons Capital
Massachusetts
$252K – – –
LWM
1524
Lionsbridge Wealth Management
Florida
$252K – – –
BSWA
1525
Bromfield Sneider Wealth Advisors
Massachusetts
$251K +$275 +1 +0.1%
59 60
61
62 63