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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.73B
2
Bank of America
Bank of America
North Carolina
$8.43B
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$391M
4
SF
Synovus Financial
Georgia
$660M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.72B
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
151
Lincoln National Corp
Pennsylvania
$28.8M +$208K +783 +0.7%
RSWM
152
Robertson Stephens Wealth Management
California
$28.7M +$341K +1,278 +1%
CFA
153
Capstone Financial Advisors
Illinois
$28.5M – – –
RZH
154
Relyea Zuckerberg Hanson
Connecticut
$28.4M -$30.3K -114 -0.1%
BSW
155
Buckingham Strategic Wealth
Missouri
$28.1M -$261K -982 -0.9%
AI
156
Accredited Investors
Minnesota
$28M -$432K -1,625 -2%
SAS
157
SMI Advisory Services
Indiana
$27.6M +$27.6M +98,008 New
SC
158
Saiph Capital
New Jersey
$27.6M -$911K -3,424 -3%
LC
159
Lindbrook Capital
California
$27.6M +$322K +1,211 +1%
JIC
160
Johnson Investment Counsel
Ohio
$27M -$662K -2,488 -2%
BMM
161
Berkshire Money Management
Massachusetts
$26.9M +$4.46M +16,784 +20%
EWA
162
EP Wealth Advisors
California
$26.5M +$21.6M +81,057 +434%
RWG
163
Regal Wealth Group
California
$26.5M -$706K -2,656 -3%
PFBT
164
Parkside Financial Bank & Trust
Missouri
$26.1M -$1.82M -6,841 -7%
BF
165
BOK Financial
Oklahoma
$26.1M -$212K -808 -0.8%
BPWM
166
Badgley Phelps Wealth Managers
Washington
$25.9M -$399K -1,499 -2%
PS
167
Portfolio Strategies
New York
$25.5M +$145K +545 +0.6%
SB
168
Simmons Bank
Arkansas
$25.3M -$807K -3,035 -3%
BA
169
Bluesphere Advisors
Pennsylvania
$24.9M +$661K +2,484 +3%
UID
170
Union Investments & Development
Israel
$24.8M -$5.3M -19,920 -18%
MBT
171
Montecito Bank & Trust
California
$23.8M +$51.1K +192 +0.2%
SWMG
172
Sanchez Wealth Management Group
Florida
$23.7M -$71.8K -270 -0.3%
NP
173
NorthRock Partners
Minnesota
$23.2M -$542K -2,038 -2%
FB
174
Fulton Bank
Pennsylvania
$23.2M -$278K -1,044 -1%
FA
175
FDx Advisors
Illinois
$23.1M -$4.49M -16,898 -16%
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