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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
CAM
1701
Columbia Asset Management
Michigan
$246K
RFG
1702
Range Financial Group
Oregon
$246K
LFP
1703
Lakeshore Financial Planning
Michigan
$246K -$3.96K -56 -2%
OCM
1704
Orion Capital Management
California
$246K
CPW
1705
Cove Private Wealth
New York
$246K +$229K +3,240 New
ACIM
1706
Azimuth Capital Investment Management
Michigan
$245K
BRM
1707
Boston Research & Management
Massachusetts
$245K
SCM
1708
Steele Capital Management
Iowa
$245K +$228K +3,228 New
PRI
1709
Prepared Retirement Institute
Pennsylvania
$244K +$228K +3,224 New
TPW
1710
Tiller Private Wealth
Pennsylvania
$244K
HIS
1711
Harvest Investment Services
Illinois
$244K
GD
1712
Grandfield & Dodd
New York
$244K
PCI
1713
Planning Center Inc
Illinois
$244K
UF
1714
Univest Financial
Pennsylvania
$243K +$227K +3,212 New
MTIC
1715
Missouri Trust & Investment Company
Missouri
$243K
PIM
1716
Parker Investment Management
California
$242K
Russell Investments Group
1717
Russell Investments Group
United Kingdom
$241K +$58.8K +832 +35%
PWS
1718
Peloton Wealth Strategists
Indiana
$240K -$1.49M -21,024 -87%
MIP
1719
Marietta Investment Partners
Wisconsin
$239K
FFA
1720
Fragasso Financial Advisors
Pennsylvania
$238K +$283 +4 +0.1%
KLI
1721
Kelman-Lazarov Inc
Tennessee
$238K -$1.41K -20 -0.6%
AFAS
1722
Acorn Financial Advisory Services
Virginia
$238K -$9.62K -136 -4%
CFP
1723
Catalyst Financial Partners
Massachusetts
$237K +$221K +3,124 New
MAG
1724
M3 Advisory Group
Massachusetts
$235K +$220K +3,108 New
CC
1725
Cannell & Co
New York
$235K

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.