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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 %
AIM
1726
ARK Investment Management
Florida
$17.8K -$14.9K -56 -46%
JWM
1727
Janiczek Wealth Management
Colorado
$17.6K -$21.8K -82 -55%
BWS
1728
Buck Wealth Strategies
Colorado
$17K +$17K +64 New
EL
1729
EMFO LLC
Florida
$16.8K – – –
VCM
1730
Versant Capital Management
Arizona
$16.8K – – –
TVWM
1731
Tower View Wealth Management
Wisconsin
$16K – – –
BCV
1732
Banque Cantonale Vaudoise
Switzerland
$16K – – –
HWM
1733
HighMark Wealth Management
Minnesota
$14.9K – – –
AWM
1734
AllSquare Wealth Management
New York
$14.3K +$2.64K +10 +23%
YAL
1735
Your Advocates Ltd
Texas
$13.3K – – –
BEI
1736
Benjamin Edwards Inc
Missouri
$13K – – –
PGAM
1737
Princeton Global Asset Management
New Jersey
$12.5K +$12.5K +47 New
Legacy Financial Group (Iowa)
1738
Legacy Financial Group (Iowa)
Iowa
$10.9K +$10.9K +41 New
JPWM
1739
Jamison Private Wealth Management
Georgia
$10.8K +$10.8K +41 New
RMC
1740
Resources Management Corp
Connecticut
$10K – – –
MSFP
1741
Mark Sheptoff Financial Planning
Connecticut
$9.58K – – –
FCMT
1742
Founders Capital Management (Texas)
Texas
$9.58K – – –
GFPC
1743
Global Financial Private Client
Florida
$9.39K – – –
IRAG
1744
Investment Research & Advisory Group
Georgia
$9.31K – – –
NRG
1745
Nemes Rush Group
Michigan
$9.04K -$78.2K -294 -90%
RL
1746
Rogco LP
Oklahoma
$8.78K +$8.78K +33 New
AFG
1747
Albion Financial Group
Utah
$8.32K – – –
IHWM
1748
Iron Horse Wealth Management
Iowa
$7.98K – – –
PCM
1749
Perritt Capital Management
Illinois
$7.98K +$7.98K +30 New
CFS
1750
CGC Financial Services
Oregon
$7.71K – – –
68 69
70
71 72