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iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

1,765 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 96 funds opening new positions, 465 increasing their positions, 738 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,765
Holders Change
+4
Holders Change %
+0.23%
% of All Funds
28.14%
Holding in Top 10
178
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-4.3%
% of All Funds
2.84%
New
96
Increased
465
Reduced
738
Closed
74
Calls
$117M
Puts
$30.1M
Net Calls
+$87.1M
Net Calls Change
+$19.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1B
2
CWM
Circle Wealth Management
New Jersey
+$342M
3
Comerica Bank
Comerica Bank
Texas
+$161M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$101M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$75.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$507M
2
Bank of America
Bank of America
North Carolina
-$436M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$195M
4
SF
Synovus Financial
Georgia
-$101M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$62.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
1526
Phillips Financial Management
Indiana
$252K +$1.06K +4 +0.4%
SIAS
1527
Summit Investment Advisory Services
Minnesota
$251K – – –
GHAM
1528
Gilman Hill Asset Management
Connecticut
$250K – – –
TBC
1529
Ted Buchan & Co
California
$250K -$2.13K -8 -0.8%
PAMG
1530
Patton Albertson Miller Group
Tennessee
$247K -$2.13K -8 -0.9%
MGWM
1531
Marks Group Wealth Management
Minnesota
$247K – – –
EFN
1532
Equita Financial Network
Pennsylvania
$247K +$247K +930 New
TF
1533
Trek Financial
Arizona
$247K +$247K +927 New
PBO
1534
Peoples Bank (Ohio)
Ohio
$246K -$3.99K -15 -2%
VAF
1535
Values Added Financial
District of Columbia
$245K – – –
TW
1536
Transform Wealth
Colorado
$244K -$86.4K -324 -26%
CC
1537
Commons Capital
Massachusetts
$244K +$266 +1 +0.1%
LWM
1538
Lionsbridge Wealth Management
Florida
$244K – – –
AIA
1539
Arcadia Investment Advisors
Idaho
$243K – – –
RC
1540
Roundview Capital
New Jersey
$243K – – –
RBFC
1541
Roman Butler Fullerton & Co
Missouri
$243K -$92.3K -339 -28%
BA
1542
Baugh & Associates
Georgia
$243K – – –
IAS
1543
IMA Advisory Services
Colorado
$242K – – –
FAM
1544
Fred Alger Management
New York
$242K +$242K +910 New
IAA
1545
Independent Advisor Alliance
North Carolina
$242K +$242K +909 New
IIM
1546
Ironwood Investment Management
Massachusetts
$241K +$241K +906 New
CFAM
1547
Coury Firm Asset Management
Pennsylvania
$241K – – –
IPW
1548
Impact Partnership Wealth
Georgia
$240K +$227K +855 +1,745%
IDA
1549
Intelligence Driven Advisers
California
$240K – – –
CA
1550
Carson Advisory
Georgia
$240K +$22.3K +84 +10%
60 61
62
63 64