IWF icon

iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

1,761 hedge funds and large institutions have $53B invested in iShares Russell 1000 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 528 increasing their positions, 683 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,761
Holders Change
+72
Holders Change %
+4.26%
% of All Funds
27.77%
Holding in Top 10
186
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+8.14%
% of All Funds
2.93%
New
144
Increased
528
Reduced
683
Closed
54
Calls
$110M
Puts
$42.5M
Net Calls
+$67.4M
Net Calls Change
+$10.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$373M
2
CM
Churchill Management
California
+$186M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$169M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$85.8M
5
Cerity Partners
Cerity Partners
New York
+$67.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$453M
2
Bank of America
Bank of America
North Carolina
-$312M
3
Morgan Stanley
Morgan Stanley
New York
-$252M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$243M
5
SW
SVB Wealth
Massachusetts
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFP
1601
Catalyst Financial Partners
Massachusetts
$205K +$205K +746 New
APA
1602
Astoria Portfolio Advisors
New York
$205K -$34.2K -122 -14%
FNBTCON
1603
First National Bank & Trust Co of Newtown
Pennsylvania
$204K +$204K +741 New
KWA
1604
KCS Wealth Advisory
California
$203K +$203K +739 New
CWM
1605
Certus Wealth Management
California
$203K +$203K +739 New
NCM
1606
Novare Capital Management
North Carolina
$203K +$203K +738 New
BCAM
1607
Boston Common Asset Management
Massachusetts
$203K +$203K +738 New
PCG
1608
Prosperity Consulting Group
Maryland
$203K +$203K +737 New
CWM
1609
Chesapeake Wealth Management
Virginia
$202K +$202K +735 New
APW
1610
Aurora Private Wealth
New Jersey
$202K +$202K +734 New
HWM
1611
Horizons Wealth Management
North Carolina
$201K +$63K +229 +46%
IIC
1612
Ironwood Investment Counsel
Arizona
$201K +$201K +731 New
CDH
1613
Charles D. Hyman
$201K -$55.1K -200 -22%
AWM
1614
Avondale Wealth Management
Texas
$200K – – –
TCM
1615
TD Capital Management
Tennessee
$197K – – –
TCA
1616
Trifecta Capital Advisors
Illinois
$195K – – –
TC
1617
Trust Company
Kansas
$195K – – –
SIC
1618
SJS Investment Consulting
Ohio
$188K – – –
TSWM
1619
Tyler-Stone Wealth Management
Ohio
$188K +$188K +685 New
MBFW
1620
Morton Brown Family Wealth
Pennsylvania
$186K – – –
PCFFS
1621
Pacific Center for Financial Services
California
$185K – – –
AP
1622
Arlington Partners
Alabama
$175K +$175K +637 New
FPB
1623
First PREMIER Bank
South Dakota
$174K – – –
VFM
1624
Valley Financial Management
New York
$173K -$1.1K -4 -0.6%
BWM
1625
BerganKDV Wealth Management
Minnesota
$168K – – –
63 64
65
66 67