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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 %
BFS
1776
Bard Financial Services
Connecticut
– -$5.66M -20,585 Closed
TAIM
1777
TD Ameritrade Investment Management
Nebraska
– -$4.83M -17,532 Closed
RCM
1778
RNC Capital Management
California
– -$4.52M -16,440 Closed
CWM
1779
Cordatus Wealth Management
Pennsylvania
– -$2.61M -9,490 Closed
SG Americas Securities
1780
SG Americas Securities
New York
– -$2.32M -8,430 Closed
SSA
1781
Schonfeld Strategic Advisors
New York
– -$2.18M -7,909 Closed
UBS AM
1782
UBS AM
Illinois
– -$1.86M -7,600 Closed
VWA
1783
V Wealth Advisors
Kansas
– -$1.83M -6,654 Closed
FCG
1784
Financial Connections Group
California
– -$1.37M -4,976 Closed
FPCG
1785
Forum Private Client Group
Indiana
– -$1.27M -4,606 Closed
MHS
1786
M Holdings Securities
Oregon
– -$1.15M -4,171 Closed
LSA
1787
Lion Street Advisors
Texas
– -$1.14M -3,837 Closed
ASFA
1788
All Season Financial Advisors
Colorado
– -$958K -3,480 Closed
TI
1789
Trexquant Investment
Connecticut
– -$950K -3,453 Closed
NWM
1790
NEIRG Wealth Management
Massachusetts
– -$904K -3,285 Closed
WAS
1791
WESPAC Advisors SoCal
California
– -$898K -3,265 Closed
VAS
1792
Vestmark Advisory Solutions
Massachusetts
– -$896K -3,255 Closed
CG
1793
Cutler Group
California
– -$763K -2,773 Closed
Jane Street
1794
Jane Street
New York
– -$684K -2,487 Closed
GFA
1795
Gallagher Fiduciary Advisors
Illinois
– -$605K -2,199 Closed
CIAS
1796
CFS Investment Advisory Services
New Jersey
– -$581K -2,111 Closed
CCA
1797
Checchi Capital Advisers
California
– -$578K -2,100 Closed
FWA
1798
FSM Wealth Advisors
Ohio
– -$492K -1,797 Closed
BL
1799
Balentine LLC
Georgia
– -$494K -1,795 Closed
HWA
1800
HCR Wealth Advisors
California
– -$458K -1,664 Closed
70 71
72
73 74