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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
ANBT
1676
American National Bank & Trust
Texas
$80.6K
MIM
1677
Macroview Investment Management
Maryland
$79.8K +$1.27K +20 +2%
MHR
1678
Matthew Hamilton Rosenberg
$79.5K
JGIA
1679
Jackson Grant Investment Advisers
Connecticut
$78.3K +$254 +4 +0.4%
CWP
1680
Concord Wealth Partners
Virginia
$75.8K +$11.7K +184 +20%
CB
1681
Centennial Bank
Arkansas
$74.8K
WWMSC
1682
Wagner Wealth Management (South Carolina)
South Carolina
$73.7K -$25.4K -400 -27%
SFC
1683
SYM Financial Corp
Indiana
$73.4K -$7.63K -120 -10%
LIA
1684
Luken Investment Analytics
Tennessee
$73.4K -$86K -1,352 -56%
BC
1685
Belmont Capital
California
$73.2K
FMB
1686
Field & Main Bank
Kentucky
$70.2K
CBT
1687
CoreFirst Bank & Trust
Kansas
$68.8K
CI
1688
Cordant Inc
Oregon
$67.1K
KHC
1689
Koesten Hirschmann & Crabtree
Kansas
$66.6K -$19.1K -300 -24%
ACA
1690
Atlas Capital Advisors
Wyoming
$62.7K -$41.2K -648 -42%
FMTCOCP
1691
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$61K +$21.9K +344 +64%
FNBOSM
1692
First National Bank of South Miami
Florida
$60.8K
GWMIA
1693
Global Wealth Management Investment Advisory
Florida
$59.2K +$54.7K +860 New
FA
1694
Fiduciary Alliance
South Carolina
$58.9K +$54.4K +856 New
ACM
1695
Alcosta Capital Management
California
$58.6K
TF
1696
TimeScale Financial
Massachusetts
$57.6K
WAM
1697
WFA Asset Management
Wisconsin
$57.5K
HDIM
1698
Hanson & Doremus Investment Management
Vermont
$57K
MWM
1699
Mascoma Wealth Management
New Hampshire
$56.2K
MFT
1700
Moisand Fitzgerald Tamayo
Florida
$56.1K

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.