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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
WANY
151
Wealthspire Advisors (New York)
New York
$35.5M +$482K +6,816 +1%
RWB
152
RMR Wealth Builders
New Jersey
$35M -$348K -4,916 -1%
MWM
153
Mission Wealth Management
California
$34.7M +$1.98K +28 +0%
HCC
154
Hirtle Callaghan & Co
Pennsylvania
$34.3M +$25.5K +360 +0.1%
CAM
155
Crestone Asset Management
Colorado
$33.7M -$2.37M -33,556 -7%
RZH
156
Relyea Zuckerberg Hanson
Connecticut
$33.3M +$851K +12,032 +3%
LFWA
157
LBJ Family Wealth Advisors
Texas
$33.3M -$1.06M -14,924 -3%
EGA
158
E&G Advisors
Texas
$33.1M +$25.2K +356 +0.1%
LNC
159
Lincoln National Corp
Pennsylvania
$32.8M -$90.8K -1,284 -0.3%
APP
160
Avantax Planning Partners
Iowa
$32.7M -$1.55M -21,860 -5%
CFA
161
Capstone Financial Advisors
Illinois
$32.6M +$101K +1,428 +0.3%
SAS
162
SMI Advisory Services
Indiana
$32.5M +$2.39M +33,744 +9%
JIC
163
Johnson Investment Counsel
Ohio
$32.2M +$1.3M +18,396 +5%
EWA
164
EP Wealth Advisors
California
$32.1M +$1.71M +24,168 +6%
SC
165
Savant Capital
Illinois
$32M -$2.2M -31,116 -7%
BSW
166
Buckingham Strategic Wealth
Missouri
$31.8M -$248K -3,500 -0.8%
BF
167
BOK Financial
Oklahoma
$31.6M +$1.33M +18,768 +5%
SC
168
Saiph Capital
New Jersey
$31.5M +$32.8K +464 +0.1%
LC
169
Lindbrook Capital
California
$31M -$346K -4,892 -1%
AI
170
Accredited Investors
Minnesota
$30.8M -$950K -13,428 -3%
UCFA
171
United Capital Financial Advisors
Texas
$30.3M -$4.96M -70,140 -15%
SCM
172
Sheridan Capital Management
California
$29.7M +$27.7M +391,844 New
BA
173
Bluesphere Advisors
Pennsylvania
$29.3M +$821K +11,604 +3%
PS
174
Portfolio Strategies
New York
$29M -$200K -2,828 -0.7%
PFBT
175
Parkside Financial Bank & Trust
Missouri
$28.9M -$820K -11,592 -3%

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.