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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
VAF
1526
Values Added Financial
District of Columbia
$253K +$234K +3,680 New
GWANC
1527
Guardian Wealth Advisors (North Carolina)
North Carolina
$253K -$18.3K -288 -7%
CC
1528
Commons Capital
Massachusetts
$252K
LWM
1529
Lionsbridge Wealth Management
Florida
$252K
BSWA
1530
Bromfield Sneider Wealth Advisors
Massachusetts
$251K +$254 +4 +0.1%
AIA
1531
Arcadia Investment Advisors
Idaho
$251K
RC
1532
Roundview Capital
New Jersey
$251K
BA
1533
Baugh & Associates
Georgia
$251K
IAS
1534
IMA Advisory Services
Colorado
$250K
AAM
1535
Austin Asset Management
Texas
$249K
CFAM
1536
Coury Firm Asset Management
Pennsylvania
$249K +$230K +3,620 New
TFS
1537
Thoroughbred Financial Services
Tennessee
$248K
MTIC
1538
Missouri Trust & Investment Company
Missouri
$248K
PPWM
1539
PFG Private Wealth Management
Florida
$246K -$4.83K -76 -2%
IDA
1540
Intelligence Driven Advisers
California
$245K +$228K +3,592 New
Fiera Capital (Canada)
1541
Fiera Capital (Canada)
Quebec, Canada
$245K -$6.36K -100 -3%
CCFCSB
1542
Cape Cod Five Cents Savings Bank
Massachusetts
$245K
GIA
1543
Guyasuta Investment Advisors
Pennsylvania
$244K
AC
1544
AlphaCore Capital
California
$244K +$72.2K +1,136 +47%
CCA
1545
Cobblestone Capital Advisors
New York
$244K -$13.7K -216 -6%
CCM
1546
Crew Capital Management
Ohio
$244K
FFW
1547
Fusion Family Wealth
New York
$243K
HCM
1548
Hilton Capital Management
New York
$242K -$42.2K -664 -16%
V
1549
VeraBank
Texas
$242K
PIAS
1550
PCA Investment Advisory Services
Ohio
$242K +$224K +3,516 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.