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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
CICC
1726
Capital Investment Counsel (Colorado)
Colorado
$235K +$219K +3,100 New
RCM
1727
Richardson Capital Management
Wisconsin
$235K +$219K +3,096 New
VC
1728
Vestor Capital
Illinois
$234K -$155K -2,192 -42%
Federated Hermes
1729
Federated Hermes
Pennsylvania
$232K +$216K +3,060 New
TSWM
1730
Tyler-Stone Wealth Management
Ohio
$230K +$21.2K +300 +11%
HGA
1731
Hobbs Group Advisors
South Carolina
$230K +$215K +3,036 New
TI
1732
Tidal Investments
Wisconsin
$229K +$214K +3,024 New
HWM
1733
HRC Wealth Management
Idaho
$229K +$214K +3,020 New
MC
1734
Matisse Capital
Oregon
$228K
OA
1735
Oxbow Advisors
Texas
$228K -$28.3K -400 -12%
CCMI
1736
Creative Capital Management Investments
California
$227K
LB
1737
Legacy Bridge
Iowa
$227K
MWM
1738
MGB Wealth Management
Texas
$227K +$212K +3,000 New
MSR
1739
Main Street Research
Connecticut
$227K +$212K +2,992 New
TA
1740
TFG Advisers
Michigan
$226K +$211K +2,988 New
LWM
1741
LongView Wealth Management
Georgia
$226K +$212K +2,996 New
CCT
1742
Chemung Canal Trust
New York
$226K +$210K +2,976 New
RF
1743
Robinswood Financial
Washington
$225K +$849 +12 +0.4%
RFN
1744
RDA Financial Network
Iowa
$225K +$210K +2,968 New
OSNBOA
1745
Old Second National Bank of Aurora
Illinois
$225K
FNBTCON
1746
First National Bank & Trust Co of Newtown
Pennsylvania
$225K +$210K +2,964 New
NCFG
1747
New Century Financial Group
New Jersey
$224K +$209K +2,960 New
BWM
1748
BKM Wealth Management
Wisconsin
$224K +$209K +2,960 New
SWM
1749
Sterling Wealth Management
Illinois
$224K +$209K +2,956 New
CWM
1750
Certus Wealth Management
California
$224K +$209K +2,956 New

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.