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iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

1,765 hedge funds and large institutions have $51.7B invested in iShares Russell 1000 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 465 increasing their positions, 738 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,765
Holders Change
+4
Holders Change %
+0.23%
% of All Funds
28.14%
Holding in Top 10
178
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-4.3%
% of All Funds
2.84%
New
96
Increased
465
Reduced
738
Closed
74
Calls
$117M
Puts
$30.1M
Net Calls
+$87.1M
Net Calls Change
+$19.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.34B
2
CWM
2
Circle Wealth Management
New Jersey
$343M
3
Comerica Bank
3
Comerica Bank
Texas
$161M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$105M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$252M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.73B
2
Bank of America
2
Bank of America
North Carolina
$8.43B
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$391M
4
SF
4
Synovus Financial
Georgia
$660M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.72B
Name Holding Trade Value Shares
Change 		Shares
Change %
FMTCOCP
1701
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$44K -$14.6K -55 -25%
CIA
1702
Cape Investment Advisory
Georgia
$42.8K – – –
TWD
1703
True Wealth Design
Ohio
$42.3K – – –
AWM
1704
Abound Wealth Management
Tennessee
$42K +$41.5K +156 +7,800%
TCM
1705
Tanaka Capital Management
New York
$40K – – –
TH
1706
TCTC Holdings
Texas
$36.4K – – –
WWP
1707
WR Wealth Planners
Missouri
$35.9K +$17.3K +65 +93%
OA
1708
Operose Advisors
Wisconsin
$33.6K – – –
HWP
1709
Hibernia Wealth Partners
Louisiana
$32.2K +$32.2K +121 New
CT
1710
Clearstead Trust
Maine
$31.7K +$17K +64 +116%
GA
1711
GoalVest Advisory
New York
$31.7K +$31.7K +119 New
BAM
1712
Byrne Asset Management
New Jersey
$31K – – –
OAJ
1713
Ogorek Anthony Joseph
New York
$29K – – –
CNBTD
1714
Citizens National Bank Trust Department
Mississippi
$28.5K – – –
LOIP
1715
Live Oak Investment Partners
Texas
$26.6K -$27.5K – –
BCM
1716
BluePath Capital Management
Georgia
$26.6K +$26.6K +100 New
TRCT
1717
Tower Research Capital (TRC)
New York
$24.7K +$24.7K +93 New
DAC
1718
Dividend Assets Capital
South Carolina
$24K – – –
IA
1719
IFS Advisors
Kansas
$22.9K -$9.04K -34 -28%
EC
1720
Elequin Capital
New York
$22.9K +$22.9K +86 New
MFC
1721
Morris Financial Concepts
South Carolina
$22.1K -$2.39K -9 -10%
KFS
1722
Kelly Financial Services
Massachusetts
$20.7K +$20.7K +78 New
FA
1723
Faithward Advisors
Pennsylvania
$20.6K – – –
TLCM
1724
Twin Lakes Capital Management
California
$18.9K +$18.9K +71 New
CWM
1725
CarsonAllaria Wealth Management
Illinois
$17.8K -$3.99K -15 -18%
67 68
69
70 71