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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
OIM
1601
Oder Investment Management
California
$304K -$1.13K -16 -0.4%
PFT
1602
Providence First Trust
Arizona
$303K -$28.3K -400 -9%
IWM
1603
Integris Wealth Management
California
$303K
GWM
1604
GSB Wealth Management
Connecticut
$302K +$1.13K +16 +0.4%
PFA
1605
Peak Financial Advisors
Colorado
$302K
AWS
1606
Aspen Wealth Strategies
Colorado
$301K -$33.9K -480 -11%
ZCM
1607
Ziegler Capital Management
Illinois
$301K -$10.7K -152 -4%
CTB
1608
Country Trust Bank
Illinois
$301K
APC
1609
Aspire Private Capital
North Carolina
$301K
SAM
1610
Sequent Asset Management
Texas
$300K
AWM
1611
Act Wealth Management
Texas
$300K -$29.4K -416 -10%
AI
1612
Arvest Investments
Arkansas
$298K +$277K +3,924 New
SA
1613
Skyline Advisors
Washington
$295K +$275K +3,892 New
BFC
1614
Blue Fin Capital
Rhode Island
$294K
OWM
1615
OneAscent Wealth Management
Alabama
$294K +$275K +3,884 New
CM
1616
Cornerstone Management
Georgia
$294K +$46.4K +656 +20%
JWM
1617
JPL Wealth Management
Colorado
$293K +$273K +3,864 New
CHA
1618
Carmichael Hill & Associates
Maryland
$292K
AG
1619
Ascent Group
Virginia
$291K -$44.4K -628 -15%
CWM
1620
C2C Wealth Management
Arizona
$291K -$260K -3,680 -49%
APG
1621
Abacus Planning Group
South Carolina
$289K -$62.2K -880 -19%
FWI
1622
Facet Wealth Inc
Maryland
$289K +$254K +3,592 New
PIMG
1623
Patriot Investment Management Group
Tennessee
$288K
VCM
1624
Vision Capital Management
Oregon
$287K +$268K +3,792 New
AHC
1625
Adell Harriman & Carpenter
Texas
$287K -$130K -1,836 -33%

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.