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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
2L
1751
25 LLC
Missouri
$13.3K
BEI
1752
Benjamin Edwards Inc
Missouri
$13K -$2.8K -44 -19%
AWM
1753
AllSquare Wealth Management
New York
$11.3K
RMC
1754
Resources Management Corp
Connecticut
$10K -$184K -2,892 -95%
FCMT
1755
Founders Capital Management (Texas)
Texas
$9.91K
MSFP
1756
Mark Sheptoff Financial Planning
Connecticut
$9.91K
IRAG
1757
Investment Research & Advisory Group
Georgia
$9.63K
GFPC
1758
Global Financial Private Client
Florida
$9.62K
AFG
1759
Albion Financial Group
Utah
$8.6K
IHWM
1760
Iron Horse Wealth Management
Iowa
$8.26K
CFS
1761
CGC Financial Services
Oregon
$7.98K +$7.38K +116 New
MCM
1762
McKinley Capital Management
Alaska
$7.71K
MAWCM
1763
Mine & Arao Wealth Creation & Management
California
$7.43K
SL
1764
Savior LLC
Massachusetts
$7.19K
HFS
1765
HBC Financial Services
Washington
$7K +$7.12K +112 New
RTL
1766
Red Tortoise LLC
Georgia
$6.33K +$5.85K +92 New
RG
1767
Retirement Group
California
$5.78K
FCT
1768
First Community Trust
Iowa
$5.5K
TFA
1769
Toth Financial Advisory
Virginia
$4.13K
HCP
1770
Hexagon Capital Partners
Arkansas
$3.85K
LWA
1771
Lowe Wealth Advisors
Maryland
$1.65K
Toronto Dominion Bank
1772
Toronto Dominion Bank
Ontario, Canada
$1K
AWM
1773
Abound Wealth Management
Tennessee
$556
FGAM
1774
Financial Gravity Asset Management
Texas
$115
AP
1775
Advisors Preferred
Maryland
-$32.6M -532,812 Closed

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.