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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
RDIA
1701
RE Dickinson Investment Advisors
Iowa
$56K
APW
1702
Atlantic Private Wealth
North Carolina
$55.6K +$51.4K +808 New
MCM
1703
Mill Capital Management
North Carolina
$55K
TF
1704
Tompkins Financial
New York
$55K
CBT
1705
Central Bank & Trust
Kentucky
$54.8K
CTWM
1706
Cherry Tree Wealth Management
Minnesota
$54.6K +$50.4K +792 New
FFL
1707
Financial Freedom LLC
Ohio
$50.4K
AW
1708
Avion Wealth
Texas
$50K
CWAF
1709
Core Wealth Advisors (Florida)
Florida
$49.1K
DAM
1710
Delta Asset Management
Tennessee
$48.2K
FSWA
1711
Financial Synergies Wealth Advisors
Texas
$47.9K -$13.7K -216 -24%
CIA
1712
Cape Investment Advisory
Georgia
$44.3K
TWD
1713
True Wealth Design
Ohio
$43.8K
IF
1714
Integrity Financial
Wyoming
$43.2K
TCM
1715
Tanaka Capital Management
New York
$41K
JWM
1716
Janiczek Wealth Management
Colorado
$40.7K
TH
1717
TCTC Holdings
Texas
$37.7K
OA
1718
Operose Advisors
Wisconsin
$34.8K
AIM
1719
ARK Investment Management
Florida
$33.9K +$28.5K +448 +1,018%
IA
1720
IFS Advisors
Kansas
$33K +$30.5K +480 New
MCM
1721
McMillion Capital Management
North Carolina
$32.5K +$30K +472 New
BAM
1722
Byrne Asset Management
New Jersey
$32K -$3.81K -60 -11%
OAJ
1723
Ogorek Anthony Joseph
New York
$30K
CNBTD
1724
Citizens National Bank Trust Department
Mississippi
$29.4K
AFS
1725
Annapolis Financial Services
Maryland
$28.3K

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.