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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
HCM
1651
Horrell Capital Management
Arkansas
$124K
AWM
1652
Aspire Wealth Management
Massachusetts
$124K
SFCL
1653
Strengthening Families & Communities LLC
Massachusetts
$119K +$254 +4 +0.2%
FFA
1654
Farther Finance Advisors
California
$119K +$43.5K +684 +66%
EW
1655
Element Wealth
Mississippi
$108K
MCI
1656
MRP Capital Investments
Georgia
$108K
PCTC
1657
Perkins Coie Trust Company
Washington
$108K
Qube Research & Technologies (QRT)
1658
Qube Research & Technologies (QRT)
United Kingdom
$107K +$823K +12,948 New
BCP
1659
Blue Chip Partners
Michigan
$105K +$97.4K +1,532 New
CAC
1660
Core Alternative Capital
Georgia
$103K
JFG
1661
JDM Financial Group
Texas
$103K +$254 +4 +0.3%
FPFS
1662
First Personal Financial Services
North Carolina
$100K
KC
1663
Kenfarb & Co
Kentucky
$99.3K
CB
1664
CNB Bank
Pennsylvania
$98.8K -$138K -2,168 -60%
MFA
1665
Morling Financial Advisors
California
$97.6K +$254 +4 +0.3%
CSC
1666
Caldwell Sutter Capital
California
$96.3K +$32.8K +516 +58%
NRG
1667
Nemes Rush Group
Michigan
$90.3K +$83.4K +1,312 New
WBC
1668
West Branch Capital
Massachusetts
$87.5K -$763 -12 -0.9%
SF
1669
Safeguard Financial
Wisconsin
$87K +$80.6K +1,268 New
SA
1670
SRH Advisors
Kansas
$87K
LSA
1671
Lansing Street Advisors
Pennsylvania
$86.3K +$254 +4 +0.3%
IIL
1672
Insight Inv LLC
California
$85.7K
DSC
1673
Duncker Streett & Co
Missouri
$85.3K +$78.9K +1,240 New
BFA
1674
BBJS Financial Advisors
Washington
$83.4K -$6.87K -108 -8%
TCOV
1675
Trust Company of Vermont
Vermont
$82.8K +$19.3K +304 +34%

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.