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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
FCB
1601
First Command Bank
Texas
$207K
FCFS
1602
First Command Financial Services
Texas
$207K
MC
1603
Matisse Capital
Oregon
$207K +$191K +3,008 New
OHIS
1604
Oak Harvest Investment Services
Texas
$207K +$191K +3,004 New
LB
1605
Legacy Bridge
Iowa
$206K -$63.6K -1,000 -25%
CCMI
1606
Creative Capital Management Investments
California
$206K
SA
1607
Scarborough Advisors
Maryland
$206K +$190K +2,988 New
CFP
1608
Catalyst Financial Partners
Massachusetts
$205K +$190K +2,984 New
APA
1609
Astoria Portfolio Advisors
New York
$205K -$31K -488 -14%
FNBTCON
1610
First National Bank & Trust Co of Newtown
Pennsylvania
$204K +$188K +2,964 New
CWM
1611
Certus Wealth Management
California
$203K +$188K +2,956 New
KWA
1612
KCS Wealth Advisory
California
$203K +$188K +2,956 New
NCM
1613
Novare Capital Management
North Carolina
$203K +$188K +2,952 New
BCAM
1614
Boston Common Asset Management
Massachusetts
$203K +$188K +2,952 New
PCG
1615
Prosperity Consulting Group
Maryland
$203K +$187K +2,948 New
CWM
1616
Chesapeake Wealth Management
Virginia
$202K +$187K +2,940 New
APW
1617
Aurora Private Wealth
New Jersey
$202K +$187K +2,936 New
HWM
1618
Horizons Wealth Management
North Carolina
$201K +$58.3K +916 +46%
IIC
1619
Ironwood Investment Counsel
Arizona
$201K +$186K +2,924 New
CDH
1620
Charles D. Hyman
$201K -$50.9K -800 -22%
AWM
1621
Avondale Wealth Management
Texas
$200K
TCM
1622
TD Capital Management
Tennessee
$197K
TCA
1623
Trifecta Capital Advisors
Illinois
$195K
TC
1624
Trust Company
Kansas
$195K
SIC
1625
SJS Investment Consulting
Ohio
$188K

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.