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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 %
MMPW
1551
Mitchell McLeod Pugh & Williams
Alabama
$239K -$123K -446 -34%
BPCE
1552
Bank Pictet & Cie (Europe)
Germany
$237K – – –
CWM
1553
Collaborative Wealth Management
Florida
$236K +$5.5K +20 +2%
SCA
1554
Stuart Chaussee & Associates
California
$234K – – –
CFFP
1555
Center for Financial Planning
Michigan
$234K – – –
AFAS
1556
Acorn Financial Advisory Services
Virginia
$233K +$233K +846 New
AFG
1557
ABLE Financial Group
Arizona
$232K +$232K +844 New
FM
1558
Foster & Motley
Ohio
$232K – – –
SWM
1559
Shakespeare Wealth Management
Wisconsin
$231K -$22.8K -83 -9%
TCM
1560
Tandem Capital Management
New Jersey
$230K – – –
Marshall Wace
1561
Marshall Wace
United Kingdom
$230K +$230K +837 New
CHJWM
1562
Carlton Hofferkamp & Jenks Wealth Management
Texas
$230K – – –
CWM
1563
Cedar Wealth Management
California
$229K -$113K -409 -33%
CAL
1564
Capital Analysts LLC
Pennsylvania
$229K -$37.4K -137 -14%
NOI
1565
Newton One Investments
Delaware
$229K +$550 +2 +0.2%
JCM
1566
Janney Capital Management
Pennsylvania
$227K – – –
PIM
1567
Parker Investment Management
California
$226K – – –
KLI
1568
Kelman-Lazarov Inc
Tennessee
$226K +$226K +820 New
SWM
1569
Shelton Wealth Management
Texas
$225K – – –
CA
1570
Carson Advisory
Georgia
$225K +$225K +817 New
SEIA
1571
Signature Estate & Investment Advisors
California
$224K -$145K -527 -39%
CAM
1572
Columbia Asset Management
Michigan
$223K +$223K +810 New
BRM
1573
Boston Research & Management
Massachusetts
$223K +$223K +811 New
RFG
1574
Range Financial Group
Oregon
$223K +$223K +810 New
BWA
1575
Burt Wealth Advisors
Maryland
$223K -$102K -370 -31%
61 62
63
64 65