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iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

1,765 hedge funds and large institutions have $51.7B invested in iShares Russell 1000 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 465 increasing their positions, 738 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,765
Holders Change
+4
Holders Change %
+0.23%
% of All Funds
28.14%
Holding in Top 10
178
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-4.3%
% of All Funds
2.84%
New
96
Increased
465
Reduced
738
Closed
74
Calls
$117M
Puts
$30.1M
Net Calls
+$87.1M
Net Calls Change
+$19.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$6.34B
2
CWM
Circle Wealth Management
New Jersey
$343M
3
Comerica Bank
Comerica Bank
Texas
$161M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$105M
5
Corient Private Wealth
Corient Private Wealth
Florida
$252M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.73B
2
Bank of America
Bank of America
North Carolina
$8.43B
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$391M
4
SF
Synovus Financial
Georgia
$660M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.72B
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
1601
Bridge Advisory
California
$213K +$213K +803 New
MTIC
1602
Missouri Trust & Investment Company
Missouri
$213K -$26.6K -100 -11%
SC
1603
Soundwatch Capital
Connecticut
$210K +$210K +791 New
KLI
1604
Kelman-Lazarov Inc
Tennessee
$210K -$7.98K -30 -4%
MIP
1605
Marietta Investment Partners
Wisconsin
$210K – – –
RWM
1606
Ritholtz Wealth Management
New York
$209K -$54.3K -204 -21%
FFA
1607
Fragasso Financial Advisors
Pennsylvania
$209K -$4.52K -17 -2%
WG
1608
Welch Group
Alabama
$206K +$206K +775 New
CC
1609
Cannell & Co
New York
$206K – – –
IWA
1610
Inspirion Wealth Advisors
Illinois
$204K -$46.8K -176 -19%
MC
1611
Matisse Capital
Oregon
$200K – – –
LB
1612
Legacy Bridge
Iowa
$199K – – –
CCMI
1613
Creative Capital Management Investments
California
$199K – – –
PCTC
1614
Perkins Coie Trust Company
Washington
$199K +$95.2K +358 +92%
OSNBOA
1615
Old Second National Bank of Aurora
Illinois
$197K -$90.4K -340 -31%
HWM
1616
Horizons Wealth Management
North Carolina
$195K – – –
AWM
1617
Avondale Wealth Management
Texas
$193K – – –
TCM
1618
TD Capital Management
Tennessee
$191K – – –
TCA
1619
Trifecta Capital Advisors
Illinois
$189K – – –
TC
1620
Trust Company
Kansas
$188K – – –
TSWM
1621
Tyler-Stone Wealth Management
Ohio
$182K – – –
MBFW
1622
Morton Brown Family Wealth
Pennsylvania
$179K – – –
PCFFS
1623
Pacific Center for Financial Services
California
$179K – – –
WB
1624
Webster Bank
Connecticut
$175K -$103K -388 -37%
AFS
1625
Annapolis Financial Services
Maryland
$174K +$146K +550 +534%
63 64
65
66 67