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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
GKWIM
1626
Gerber Kawasaki Wealth & Investment Management
California
$287K -$25.2K -356 -9%
CMAI
1627
Capital Management Associates Inc
Minnesota
$286K +$267K +3,776 New
PFM
1628
Phillips Financial Management
Indiana
$286K -$1.13K -16 -0.4%
BIA
1629
Bigelow Investment Advisors
Maine
$285K -$36.8K -520 -12%
GHAM
1630
Gilman Hill Asset Management
Connecticut
$285K
TBC
1631
Ted Buchan & Co
California
$284K
PFS
1632
Prospect Financial Services
New York
$284K +$265K +3,744 New
VPP
1633
Vertex Planning Partners
Illinois
$283K -$112K -1,588 -30%
PAMG
1634
Patton Albertson Miller Group
Tennessee
$282K
MGWM
1635
Marks Group Wealth Management
Minnesota
$282K
CPCM
1636
Cardinal Point Capital Management
Ontario, Canada
$280K -$373K -5,280 -59%
PBO
1637
Peoples Bank (Ohio)
Ohio
$279K -$566 -8 -0.2%
VAF
1638
Values Added Financial
District of Columbia
$279K
IDA
1639
Intelligence Driven Advisers
California
$279K
CC
1640
Commons Capital
Massachusetts
$278K
TW
1641
Transform Wealth
Colorado
$278K
MCM
1642
Monument Capital Management
Virginia
$278K -$27.4K -388 -10%
LWM
1643
Lionsbridge Wealth Management
Florida
$278K
AIA
1644
Arcadia Investment Advisors
Idaho
$277K
OA
1645
Operose Advisors
Wisconsin
$277K +$223K +3,148 +625%
BA
1646
Baugh & Associates
Georgia
$276K -$566 -8 -0.2%
TF
1647
Trek Financial
Arizona
$275K -$5.66K -80 -2%
IIM
1648
Ironwood Investment Management
Massachusetts
$275K
HCM
1649
Hollencrest Capital Management
California
$273K +$95.9K +1,356 +60%
CA
1650
Carson Advisory
Georgia
$273K +$283 +4 +0.1%

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.