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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
FM
1651
Foster & Motley
Ohio
$272K -$32.8K -464 -11%
IAA
1652
Independent Advisor Alliance
North Carolina
$272K -$3.39K -48 -1%
GAM
1653
Gemmer Asset Management
California
$272K
CNBT
1654
Cornerstone National Bank & Trust
Illinois
$271K -$70.4K -996 -22%
RC
1655
Roundview Capital
New Jersey
$270K -$5.94K -84 -2%
BSWA
1656
Bromfield Sneider Wealth Advisors
Massachusetts
$270K +$283 +4 +0.1%
OCPWS
1657
One Charles Private Wealth Services
Massachusetts
$269K -$22.6K -320 -8%
LGWM
1658
Litman Gregory Wealth Management
California
$269K +$251K +3,552 New
RBFC
1659
Roman Butler Fullerton & Co
Missouri
$269K -$10.7K -152 -4%
RCM
1660
RB Capital Management
Nevada
$269K -$29.1K -412 -10%
LIG
1661
Lokken Investment Group
Delaware
$269K +$251K +3,544 New
CCA
1662
Cobblestone Capital Advisors
New York
$268K -$42.4K -600 -14%
HP
1663
Holistic Planning
Texas
$268K +$250K +3,532 New
FFW
1664
Fusion Family Wealth
New York
$267K
PIAS
1665
PCA Investment Advisory Services
Ohio
$267K +$849 +12 +0.3%
HPC
1666
HM Payson & Co
Maine
$265K -$283 -4 -0.1%
SIAS
1667
Summit Investment Advisory Services
Minnesota
$265K -$20.1K -284 -8%
SWP
1668
Strategic Wealth Partners
Ohio
$263K -$22.9K -324 -9%
MMPW
1669
Mitchell McLeod Pugh & Williams
Alabama
$263K
FSA
1670
Fort Sheridan Advisors
Illinois
$262K +$3.39K +48 +1%
GWANC
1671
Guardian Wealth Advisors (North Carolina)
North Carolina
$262K -$4.81K -68 -2%
CHJWM
1672
Carlton Hofferkamp & Jenks Wealth Management
Texas
$262K
ODIJL
1673
One Day In July LLC
Vermont
$261K +$6.79K +96 +3%
HWMA
1674
Heritage Wealth Management (Arizona)
Arizona
$261K +$243K +3,440 New
PSF
1675
Pacific Sun Financial
California
$260K

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.