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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
PMG
1551
Private Management Group
California
$345K +$28.3K +400 +10%
MC
1552
Moors & Cabot
Massachusetts
$345K +$36.5K +516 +13%
EFL
1553
ERn Financial LLC
Wisconsin
$344K +$45.5K +644 +17%
IIA
1554
Integral Investment Advisors
California
$344K
CCA
1555
Conservest Capital Advisors
Pennsylvania
$344K +$321K +4,536 New
CA
1556
Continuum Advisory
Idaho
$343K +$3.68K +52 +1%
IF
1557
IRON Financial
Illinois
$342K
B
1558
BetterWealth
California
$342K +$319K +4,508 New
SEIA
1559
Signature Estate & Investment Advisors
California
$340K +$68.5K +968 +28%
EP
1560
Eudaimonia Partners
Tennessee
$339K -$210K -2,968 -40%
NGA
1561
Naples Global Advisors
Florida
$338K +$283 +4 +0.1%
WEG
1562
World Equity Group
Illinois
$337K
NB
1563
Northwest Bancshares
Pennsylvania
$336K -$12.4K -176 -4%
FC
1564
Financial Consulate
Maryland
$336K
LC
1565
LCNB Corp
Ohio
$335K +$2.26K +32 +0.7%
IWA
1566
Inspirion Wealth Advisors
Illinois
$333K +$98.4K +1,392 +45%
CYG
1567
Clean Yield Group
Vermont
$330K
FC
1568
FCA Corp
Texas
$329K
SFP
1569
Sandbox Financial Partners
Maryland
$329K -$82K -1,160 -21%
FNT
1570
First Nebraska Trust
Nebraska
$328K +$77.5K +1,096 +34%
JFA
1571
JNBA Financial Advisors
Minnesota
$328K -$29.4K -416 -9%
RGC
1572
Roberts, Glore & Co
Illinois
$326K
NQWM
1573
Northwest Quadrant Wealth Management
Oregon
$326K +$1.13K +16 +0.4%
SA
1574
Scarborough Advisors
Maryland
$325K +$20.4K +288 +7%
CG
1575
CFO4Life Group
Texas
$325K -$338K -4,776 -53%

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.