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iShares Russell 1000 Growth ETF

1,958 hedge funds and large institutions have $69.1B invested in iShares Russell 1000 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 268 funds opening new positions, 646 increasing their positions, 648 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 268 | Existing positions closed: 63

304% more call options, than puts

Call options by funds: $128M | Put options by funds: $31.7M

34% more capital invested

Capital invested by funds: $51.7B → $69.1B (+$17.4B)

29.78% more ownership

Funds ownership: 307.77%337.56% (+30%)

11% more funds holding in top 10

Funds holding in top 10: 179199 (+20)

10% more funds holding

Funds holding: 1,7761,958 (+182)

0% less repeat investments, than reductions

Existing positions increased: 646 | Existing positions reduced: 648

Holders
1,958
Holders Change
+182
Holders Change %
+10.25%
% of All Funds
28.54%
Holding in Top 10
199
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+11.17%
% of All Funds
2.9%
New
268
Increased
646
Reduced
648
Closed
63
Calls
$128M
Puts
$31.7M
Net Calls
+$96.4M
Net Calls Change
+$9.24M
Name Holding Trade Value Shares
Change
Change in
Stake
WF
1501
Wayfinding Financial
Washington
$379K
CG
1502
Cutler Group
California
$379K +$354K +5,008 New
BWM
1503
BCGM Wealth Management
Indiana
$379K +$353K +4,996 New
TWP
1504
Tyche Wealth Partners
Texas
$378K +$353K +4,988 New
BOS
1505
Bank of Stockton
California
$378K
ACM
1506
Ashford Capital Management
Delaware
$377K
MWM
1507
Mosley Wealth Management
California
$377K +$352K +4,976 New
SFP
1508
Shepherd Financial Partners
Massachusetts
$376K
FMTC
1509
Farmers & Merchants Trust Company
California
$376K +$4.24K +60 +1%
SCTC
1510
Sanibel Captiva Trust Company
Florida
$375K +$350K +4,952 New
JC
1511
JB Capital
Connecticut
$375K -$7.92K -112 -2%
RRCM
1512
Rappaport Reiches Capital Management
Illinois
$374K +$349K +4,940 New
GAB
1513
German American Bancorp
Indiana
$374K
BL
1514
BFSG LLC
California
$374K
COCM
1515
Charter Oak Capital Management
New Hampshire
$374K
DTC
1516
Davidson Trust Company
Washington
$374K -$28.9K -408 -8%
GA
1517
Gordian Advisors
Arizona
$374K +$348K +4,928 New
HWMC
1518
Heritage Wealth Management (California)
California
$373K +$348K +4,920 New
FCAS
1519
First Command Advisory Services
Texas
$373K +$28.6K +404 +9%
GPA
1520
Guerra Pan Advisors
New Jersey
$371K
RBC
1521
Romano Brothers & Co
Illinois
$371K -$104K -1,468 -23%
IFAM
1522
Institutional & Family Asset Management
Colorado
$370K -$30.5K -432 -8%
STB
1523
S&T Bank
Pennsylvania
$369K
DIA
1524
Dana Investment Advisors
Wisconsin
$368K +$566 +8 +0.2%
NAMM
1525
NorthStar Asset Management (Massachusetts)
Massachusetts
$368K +$344K +4,860 New

IWF Hedge Fund Activity: Q4 2023 in Review

1,958 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q4 2023, worth a combined $69.1B — up 34% from $51.7B a quarter earlier.

Buyers outnumbered sellers: 268 funds opened new IWF positions and 63 closed out — a net gain of 205 holders — while 646 added to existing stakes and 648 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.05B. The largest seller was Synovus Financial, cutting an estimated $335M.

  • 1,958 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q4 2023, up from 1,776 in Q3 2023.
  • Funds reported $69.1B of iShares Russell 1000 Growth ETF stock for Q4 2023, up 34% quarter-over-quarter.
  • 268 funds opened new iShares Russell 1000 Growth ETF positions in Q4 2023 and 63 closed out, a net change of +205 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $7.05B added.
  • The largest iShares Russell 1000 Growth ETF seller in Q4 2023 was Synovus Financial, an estimated $335M sold.

Based on aggregated 13F filings for Q4 2023.