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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
28.15%
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
1
Morgan Stanley
New York
$6.34B
2
CWM
2
Circle Wealth Management
New Jersey
$343M
3
Comerica Bank
3
Comerica Bank
Texas
$161M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$105M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$252M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.73B
2
Bank of America
2
Bank of America
North Carolina
$8.43B
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$391M
4
SF
4
Synovus Financial
Georgia
$660M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.72B
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
1751
McKinley Capital Management
Alaska
$7.45K – – –
ACA
1752
Atlas Capital Advisors
Wyoming
$7.45K -$53.2K -200 -88%
MAWCM
1753
Mine & Arao Wealth Creation & Management
California
$7.18K – – –
HFS
1754
HBC Financial Services
Washington
$7K – – –
SL
1755
Savior LLC
Massachusetts
$6.95K – – –
AIP
1756
Ameritas Investment Partners
Nebraska
$6.49K -$8.12K -30 -56%
RTL
1757
Red Tortoise LLC
Georgia
$6.12K – – –
TAM
1758
Tucker Asset Management
Colorado
$5.85K -$21.5K -81 -79%
RG
1759
Retirement Group
California
$5.59K – – –
FCT
1760
First Community Trust
Iowa
$5.32K – – –
SIS
1761
Sound Income Strategies
Florida
$4.79K -$17.8K -67 -79%
WAS
1762
Winch Advisory Services
Wisconsin
$4K +$4K +15 New
TFA
1763
Toth Financial Advisory
Virginia
$3.99K – – –
HCP
1764
Hexagon Capital Partners
Arkansas
$3.72K – – –
GWM
1765
Guardian Wealth Management
Illinois
$2.13K +$2.13K +8 New
LWA
1766
Lowe Wealth Advisors
Maryland
$1.6K – – –
AWA
1767
Authentikos Wealth Advisory
California
$1.6K +$1.6K +6 New
Toronto Dominion Bank
1768
Toronto Dominion Bank
Ontario, Canada
$798 – – –
KAM
1769
Kensington Asset Management
Texas
– -$50.6M -184,000 Closed
G
1770
Gainplan
Michigan
– -$41.8M -151,743 Closed
PG
1771
Prostatis Group
Maryland
– -$165K -90,941 Closed
V
1772
Veritable
Delaware
– -$16M -58,091 Closed
FMP
1773
Financial Management Professionals
Texas
– -$7.86M -28,550 Closed
SI
1774
Saxon Interests
Texas
– -$6.31M -22,944 Closed
WC
1775
Wexford Capital
Florida
– -$5.8M -21,066 Closed
69 70
71
72 73