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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
SAM
1551
Strategy Asset Managers
California
$241K
HPC
1552
HM Payson & Co
Maine
$241K
PWLP
1553
Prio Wealth Limited Partnership
Massachusetts
$241K
OA
1554
Oxbow Advisors
Texas
$240K -$89K -1,400 -29%
PNC
1555
Park National Corp
Ohio
$239K +$221K +3,480 New
MMPW
1556
Mitchell McLeod Pugh & Williams
Alabama
$239K -$113K -1,784 -34%
BPCE
1557
Bank Pictet & Cie (Europe)
Germany
$237K
CWM
1558
Collaborative Wealth Management
Florida
$236K +$5.09K +80 +2%
SCA
1559
Stuart Chaussee & Associates
California
$234K
CFFP
1560
Center for Financial Planning
Michigan
$234K
AFAS
1561
Acorn Financial Advisory Services
Virginia
$233K +$215K +3,384 New
AFG
1562
ABLE Financial Group
Arizona
$232K +$215K +3,376 New
FM
1563
Foster & Motley
Ohio
$232K
SWM
1564
Shakespeare Wealth Management
Wisconsin
$231K -$21.1K -332 -9%
MCA
1565
Millennium Capital Advisors
Arkansas
$230K
TCM
1566
Tandem Capital Management
New Jersey
$230K
Marshall Wace
1567
Marshall Wace
United Kingdom
$230K +$213K +3,348 New
CHJWM
1568
Carlton Hofferkamp & Jenks Wealth Management
Texas
$230K
CWM
1569
Cedar Wealth Management
California
$229K -$104K -1,636 -33%
CAL
1570
Capital Analysts LLC
Pennsylvania
$229K -$34.8K -548 -14%
NOI
1571
Newton One Investments
Delaware
$229K +$509 +8 +0.2%
JCM
1572
Janney Capital Management
Pennsylvania
$227K
PIM
1573
Parker Investment Management
California
$226K
KLI
1574
Kelman-Lazarov Inc
Tennessee
$226K +$209K +3,280 New
SWM
1575
Shelton Wealth Management
Texas
$225K

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.