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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
BCAM
1751
Boston Common Asset Management
Massachusetts
$224K +$209K +2,952 New
NCM
1752
Novare Capital Management
North Carolina
$224K +$209K +2,952 New
OHIS
1753
Oak Harvest Investment Services
Texas
$223K +$208K +2,948 New
APW
1754
Aurora Private Wealth
New Jersey
$223K +$208K +2,944 New
WA
1755
WealthTrust Axiom
Pennsylvania
$223K +$208K +2,940 New
CWM
1756
Chesapeake Wealth Management
Virginia
$223K +$208K +2,940 New
HWM
1757
Horizons Wealth Management
North Carolina
$222K
AWM
1758
Avondale Wealth Management
Texas
$220K
AIA
1759
Allied Investment Advisors
Montana
$219K +$205K +2,896 New
MIA
1760
MainStreet Investment Advisors
Illinois
$219K +$205K +2,892 New
Fayez Sarofim & Co
1761
Fayez Sarofim & Co
Texas
$219K +$188K +2,656 New
LG
1762
LaFleur & Godfrey
Michigan
$218K +$204K +2,880 New
TCM
1763
TD Capital Management
Tennessee
$217K
SIAG
1764
Safeguard Investment Advisory Group
California
$217K +$202K +2,860 New
FNBOO
1765
First National Bank of Omaha
Nebraska
$216K +$202K +2,852 New
ALWM
1766
Andrews Lucia Wealth Management
California
$216K +$201K +2,844 New
SWM
1767
Shelton Wealth Management
Texas
$216K +$201K +2,844 New
TCA
1768
Trifecta Capital Advisors
Illinois
$215K
MBFW
1769
Morton Brown Family Wealth
Pennsylvania
$215K +$9.62K +136 +5%
TC
1770
Trust Company
Kansas
$215K
TNBTD
1771
Trustmark National Bank Trust Department
Mississippi
$215K +$200K +2,832 New
WA
1772
Wealth Alliance
New York
$211K +$197K +2,788 New
BMC
1773
Benin Management Corp
Connecticut
$211K +$197K +2,784 New
GGA
1774
Granite Group Advisors
Connecticut
$211K +$181K +2,560 New
BDF
1775
Black Diamond Financial
Maryland
$210K +$196K +2,776 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.