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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
TAM
1726
Tucker Asset Management
Colorado
$28.3K +$4.83K +76 +23%
TFP
1727
Tilia Fiduciary Partners
North Carolina
$28.1K
LOIP
1728
Live Oak Investment Partners
Texas
$27.5K
MFC
1729
Morris Financial Concepts
South Carolina
$25.3K -$763 -12 -3%
DAC
1730
Dividend Assets Capital
South Carolina
$25K
SIS
1731
Sound Income Strategies
Florida
$23.4K -$26.5K -416 -55%
CWM
1732
CarsonAllaria Wealth Management
Illinois
$22.6K +$20.9K +328 New
IGWM
1733
ICA Group Wealth Management
Colorado
$22.3K
RF
1734
Robinswood Financial
Washington
$20.8K +$19.1K +300 New
BCM
1735
Blume Capital Management
California
$20.8K
FA
1736
Faithward Advisors
Pennsylvania
$19.9K +$12.7K +200 +217%
RWML
1737
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$19.8K -$11.4K -180 -38%
WWP
1738
WR Wealth Planners
Missouri
$19.3K +$16.8K +264 +1,650%
PCM
1739
Penserra Capital Management
California
$19K +$18.3K +288 New
EL
1740
EMFO LLC
Florida
$17.3K
VCM
1741
Versant Capital Management
Arizona
$17.3K
BCV
1742
Banque Cantonale Vaudoise
Switzerland
$17K +$15.3K +240 New
TVWM
1743
Tower View Wealth Management
Wisconsin
$16K
HWM
1744
HighMark Wealth Management
Minnesota
$15.5K
CT
1745
Clearstead Trust
Maine
$15.1K +$14K +220 New
AIP
1746
Ameritas Investment Partners
Nebraska
$15K
CCP
1747
Carmel Capital Partners
California
$13.8K
YAL
1748
Your Advocates Ltd
Texas
$13.8K
IPW
1749
Impact Partnership Wealth
Georgia
$13.5K +$12.5K +196 New
SWM
1750
Sanctuary Wealth Management
Idaho
$13.5K +$12.5K +196 New

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.