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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
HL
1576
HeadInvest LLC
Maine
$324K -$53.5K -756 -15%
MIC
1577
Meridian Investment Counsel
California
$323K
HGWM
1578
Horst & Graben Wealth Management
Oregon
$322K -$38.2K -540 -11%
PA
1579
Perennial Advisors
New York
$321K
AFM
1580
Abbot Financial Management
Massachusetts
$320K -$32.5K -460 -10%
CST
1581
Charles Schwab Trust
Nevada
$320K
MWM
1582
Modern Wealth Management
Kansas
$319K +$298K +4,212 New
AAG
1583
Armstrong Advisory Group
Massachusetts
$318K
JCFM
1584
JBR Co Financial Management
Oklahoma
$317K +$296K +4,188 New
RWA
1585
River Wealth Advisors
Pennsylvania
$316K +$5.66K +80 +2%
ZIC
1586
ZWJ Investment Counsel
Georgia
$315K
RIA
1587
Realta Investment Advisors
Delaware
$314K +$60.3K +852 +26%
LPAM
1588
Lodestar Private Asset Management
California
$312K
W
1589
Wealthquest
Ohio
$311K
AIP
1590
ARS Investment Partners
New York
$311K
NAS
1591
NWF Advisory Services
California
$310K
AHB
1592
Abner Herrman & Brock
New Jersey
$310K
KC
1593
Kingfisher Capital
North Carolina
$310K +$849 +12 +0.3%
KWM
1594
Kolinsky Wealth Management
New Jersey
$310K
NCM
1595
Neumann Capital Management
California
$310K
PP
1596
PDS Planning
Ohio
$309K -$7.35K -104 -2%
JWM
1597
JGP Wealth Management
Oregon
$308K +$39.9K +564 +16%
CWM
1598
Chemistry Wealth Management
New York
$307K
VAS
1599
Vestmark Advisory Solutions
Massachusetts
$307K +$286K +4,044 New
MMH
1600
Menora Mivtachim Holdings
Israel
$305K

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.