We are live on ! Find out more
IWF icon

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
ACMA
1526
Arbor Capital Management (Alaska)
Alaska
$368K +$19.2K +272 +6%
TPWA
1527
Twin Peaks Wealth Advisors
California
$368K +$343K +4,852 New
PSIWM
1528
Paradigm Strategies in Wealth Management
Minnesota
$367K
AC
1529
AlphaCore Capital
California
$366K +$91.1K +1,288 +36%
HHWM
1530
Hiley Hunt Wealth Management
Nebraska
$365K +$341K +4,820 New
RWM
1531
Ritholtz Wealth Management
New York
$365K +$119K +1,676 +53%
BIC
1532
Beach Investment Counsel
Pennsylvania
$364K
PSB
1533
Piscataqua Savings Bank
New Hampshire
$361K
CFA
1534
Camarda Financial Advisors
Florida
$360K +$336K +4,756 New
NB
1535
NBT Bank
New York
$358K +$25.5K +360 +8%
PB
1536
Pinnacle Bancorp
Nebraska
$358K
TCM
1537
Telos Capital Management
California
$357K
EW
1538
Element Wealth
Mississippi
$356K +$156K +2,208 +89%
BOSSRA
1539
B.O.S.S. Retirement Advisors
Utah
$355K +$332K +4,688 New
IWP
1540
IAG Wealth Partners
Wisconsin
$351K -$60.3K -852 -16%
CWM
1541
Curi Wealth Management
North Carolina
$351K
TCB
1542
Texas Capital Bancshares
Texas
$350K
AA
1543
Aire Advisors
California
$350K -$180K -2,548 -36%
FMC
1544
First Merchants Corp
Indiana
$349K -$4.24K -60 -1%
FPW
1545
Flagship Private Wealth
Massachusetts
$349K -$13K -184 -4%
MFG
1546
MidWestOne Financial Group
Iowa
$348K +$31.1K +440 +11%
BWP
1547
Baldwin Wealth Partners
Massachusetts
$347K
SAM
1548
Smithbridge Asset Management
Pennsylvania
$346K +$322K +4,560 New
OWMIAS
1549
One Wealth Management Investment & Advisory Services
Florida
$346K +$323K +4,564 New
MF
1550
Montis Financial
Massachusetts
$346K

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.