We are live on ! Find out more
IWF icon

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
MCIA
1776
Mountain Capital Investment Advisors
Colorado
-$23.4M -382,696 Closed
Susquehanna International Group
1777
Susquehanna International Group
Pennsylvania
-$9.21M -144,816 Closed
CWP
1778
Capital Wealth Planning
Florida
-$5.52M -90,368 Closed
Sands Capital Management
1779
Sands Capital Management
Virginia
-$3.19M -52,300 Closed
BWCS
1780
Beirne Wealth Consulting Services
Connecticut
-$2.86M -46,780 Closed
FA
1781
Fermata Advisors
California
-$2.28M -37,304 Closed
TFG
1782
Tilson Financial Group
New Jersey
-$2.26M -37,024 Closed
OMC
1783
Old Mission Capital
Illinois
-$2.04M -33,396 Closed
KF
1784
Krilogy Financial
Missouri
-$2.01M -32,856 Closed
PWM
1785
PRW Wealth Management
Massachusetts
-$1.63M -26,476 Closed
BMM
1786
Buffington Mohr McNeal
Idaho
-$1M -16,396 Closed
TRCT
1787
Tower Research Capital (TRC)
New York
-$963K -15,764 Closed
TYCC
1788
Texas Yale Capital Corp
Florida
-$959K -15,696 Closed
Massachusetts Financial Services
1789
Massachusetts Financial Services
Massachusetts
-$857K -14,036 Closed
DFG
1790
Delta Financial Group
New Jersey
-$823K -13,476 Closed
WA
1791
Win Advisors
Florida
-$833K -13,460 Closed
BBP
1792
Banco BTG Pactual
Brazil
-$592K -9,588 Closed
CA
1793
Calton & Associates
Florida
-$524K -8,572 Closed
SPP
1794
Single Point Partners
Massachusetts
-$512K -8,384 Closed
ORI
1795
Oak Ridge Investments
Illinois
-$461K -7,540 Closed
MCCP
1796
Mission Creek Capital Partners
California
-$440K -7,200 Closed
VPIM
1797
Vanguard Personalized Indexing Management
California
-$386K -6,316 Closed
LWMNY
1798
Landmark Wealth Management (New York)
New York
-$359K -5,884 Closed
TSS
1799
Two Sigma Securities
New York
-$334K -5,460 Closed
NAG
1800
Northstar Advisory Group
New Jersey
-$329K -5,380 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.