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iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

1,942 hedge funds and large institutions have $69B invested in iShares Russell 1000 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 643 increasing their positions, 643 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,942
Holders Change
+177
Holders Change %
+10.03%
% of All Funds
28.48%
Holding in Top 10
198
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+11.24%
% of All Funds
2.9%
New
263
Increased
643
Reduced
643
Closed
63
Calls
$128M
Puts
$31.7M
Net Calls
+$96.4M
Net Calls Change
+$9.24M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$14.8B
2
Ameriprise
2
Ameriprise
Minnesota
$1.39B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.36B
4
Bank of America
4
Bank of America
North Carolina
$9.78B
5
Goldman Sachs
5
Goldman Sachs
New York
$3.03B

Top Sellers

1
SF
1
Synovus Financial
Georgia
$393M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$241M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$262M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.02B
5
SW
5
SVB Wealth
Massachusetts
$73.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WANY
151
Wealthspire Advisors (New York)
New York
$35.5M +$517K +1,704 +1%
RWB
152
RMR Wealth Builders
New Jersey
$35M -$373K -1,229 -1%
MWM
153
Mission Wealth Management
California
$34.7M +$2.12K +7 +0%
HCC
154
Hirtle Callaghan & Co
Pennsylvania
$34.3M +$27.3K +90 +0.1%
CAM
155
Crestone Asset Management
Colorado
$33.7M -$2.54M -8,389 -7%
RZH
156
Relyea Zuckerberg Hanson
Connecticut
$33.3M +$912K +3,008 +3%
LFWA
157
LBJ Family Wealth Advisors
Texas
$33.3M -$1.13M -3,731 -3%
EGA
158
E&G Advisors
Texas
$33.1M +$27K +89 +0.1%
LNC
159
Lincoln National Corp
Pennsylvania
$32.8M -$97.3K -321 -0.3%
APP
160
Avantax Planning Partners
Iowa
$32.7M -$1.66M -5,465 -5%
CFA
161
Capstone Financial Advisors
Illinois
$32.6M +$108K +357 +0.3%
SAS
162
SMI Advisory Services
Indiana
$32.5M +$2.57M +8,436 +9%
JIC
163
Johnson Investment Counsel
Ohio
$32.2M +$1.39M +4,599 +5%
EWA
164
EP Wealth Advisors
California
$32.1M +$1.83M +6,042 +6%
SC
165
Savant Capital
Illinois
$32M -$2.36M -7,779 -7%
BSW
166
Buckingham Strategic Wealth
Missouri
$31.8M -$265K -875 -0.8%
BF
167
BOK Financial
Oklahoma
$31.6M +$1.42M +4,692 +5%
SC
168
Saiph Capital
New Jersey
$31.5M +$35.2K +116 +0.1%
LC
169
Lindbrook Capital
California
$31M -$371K -1,223 -1%
AI
170
Accredited Investors
Minnesota
$30.8M -$1.02M -3,357 -3%
UCFA
171
United Capital Financial Advisors
Texas
$30.3M -$5.32M -17,535 -15%
SCM
172
Sheridan Capital Management
California
$29.7M +$29.7M +97,961 New
BA
173
Bluesphere Advisors
Pennsylvania
$29.3M +$880K +2,901 +3%
PS
174
Portfolio Strategies
New York
$29M -$215K -707 -0.7%
PFBT
175
Parkside Financial Bank & Trust
Missouri
$28.9M -$879K -2,898 -3%
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7
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