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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
AWM
151
AE Wealth Management
Kansas
$29.4M +$13.1M +206,456 +93%
RZH
152
Relyea Zuckerberg Hanson
Connecticut
$29.4M +$1.54M +24,216 +6%
AI
153
Accredited Investors
Minnesota
$29.4M -$1.38M -21,756 -5%
BSW
154
Buckingham Strategic Wealth
Missouri
$29.3M +$656K +10,316 +2%
RSWM
155
Robertson Stephens Wealth Management
California
$29.3M +$4.07M +63,976 +18%
PFBT
156
Parkside Financial Bank & Trust
Missouri
$28.9M -$1.13M -17,788 -4%
JIC
157
Johnson Investment Counsel
Ohio
$28.7M -$377K -5,932 -1%
FA
158
FDx Advisors
Illinois
$28.5M +$1.71M +26,828 +7%
EWA
159
EP Wealth Advisors
California
$28.5M -$15.3M -241,276 -76%
LC
160
Lindbrook Capital
California
$28.2M +$12.7K +200 +0%
RWG
161
Regal Wealth Group
California
$27.8M +$720K +11,328 +3%
BF
162
BOK Financial
Oklahoma
$27.6M -$401K -6,300 -2%
BPWM
163
Badgley Phelps Wealth Managers
Washington
$27.2M +$104K +1,628 +0.4%
CS
164
Credit Suisse
Switzerland
$27.1M +$17.6M +277,396 +238%
PFO
165
Pathstone Family Office
New Jersey
$27.1M +$1.17M +18,424 +5%
SB
166
Simmons Bank
Arkansas
$27M -$857K -13,472 -3%
Allianz Asset Management
167
Allianz Asset Management
Germany
$26.6M +$19.5M +306,800 +384%
HCMT
168
Highland Capital Management (Tennessee)
Tennessee
$26.2M -$197K -3,100 -0.8%
PS
169
Portfolio Strategies
New York
$26.2M +$73.8K +1,160 +0.3%
BA
170
Bluesphere Advisors
Pennsylvania
$25.1M +$857K +13,476 +4%
SWMG
171
Sanchez Wealth Management Group
Florida
$24.6M -$21.6K -340 -0.1%
MBT
172
Montecito Bank & Trust
California
$24.6M +$103K +1,624 +0.5%
NP
173
NorthRock Partners
Minnesota
$24.6M -$1.88M -29,520 -8%
CWC
174
Carolinas Wealth Consulting
North Carolina
$24.3M +$1.07M +16,880 +5%
FB
175
Fulton Bank
Pennsylvania
$24.2M +$197K +3,096 +0.9%

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.