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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
CA
1576
Carson Advisory
Georgia
$225K +$208K +3,268 New
SEIA
1577
Signature Estate & Investment Advisors
California
$224K -$134K -2,108 -39%
CAM
1578
Columbia Asset Management
Michigan
$223K +$206K +3,240 New
BRM
1579
Boston Research & Management
Massachusetts
$223K +$206K +3,244 New
RFG
1580
Range Financial Group
Oregon
$223K +$206K +3,240 New
BWA
1581
Burt Wealth Advisors
Maryland
$223K -$94.1K -1,480 -31%
OCM
1582
Orion Capital Management
California
$223K -$65.9K -1,036 -24%
ACIM
1583
Azimuth Capital Investment Management
Michigan
$223K +$206K +3,236 New
FNT
1584
First Nebraska Trust
Nebraska
$223K +$206K +3,236 New
ODIJL
1585
One Day In July LLC
Vermont
$223K +$206K +3,236 New
TCM
1586
Triumph Capital Management
Colorado
$222K -$3.81K -60 -2%
FSA
1587
Fort Sheridan Advisors
Illinois
$222K +$205K +3,228 New
TPW
1588
Tiller Private Wealth
Pennsylvania
$222K +$205K +3,224 New
CM
1589
Cornerstone Management
Georgia
$222K -$6.36K -100 -3%
HIS
1590
Harvest Investment Services
Illinois
$222K +$205K +3,220 New
GD
1591
Grandfield & Dodd
New York
$221K +$205K +3,216 New
PCI
1592
Planning Center Inc
Illinois
$221K +$205K +3,216 New
HNWAG
1593
High Net Worth Advisory Group
Florida
$221K +$204K +3,208 New
FFA
1594
Fragasso Financial Advisors
Pennsylvania
$221K +$204K +3,208 New
RFN
1595
RDA Financial Network
Iowa
$217K +$201K +3,156 New
MIP
1596
Marietta Investment Partners
Wisconsin
$217K -$10.9K -172 -5%
CYG
1597
Clean Yield Group
Vermont
$217K
UF
1598
Univest Financial
Pennsylvania
$214K +$198K +3,108 New
CC
1599
Cannell & Co
New York
$213K +$197K +3,100 New
PSF
1600
Pacific Sun Financial
California
$210K +$219K +3,436 New

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.