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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
FCB
1776
First County Bank
Connecticut
$210K +$196K +2,772 New
WAM
1777
Worth Asset Management
Texas
$209K +$195K +2,764 New
AWM
1778
Affinity Wealth Management
Delaware
$209K +$195K +2,760 New
RC
1779
Randolph Company
Ohio
$209K +$195K +2,760 New
ACP
1780
Aveo Capital Partners
Colorado
$209K +$195K +2,752 New
1W
1781
1776 Wealth
Georgia
$208K +$194K +2,748 New
CHA
1782
Cooper/Haims Advisors
New York
$208K +$194K +2,748 New
AFA
1783
American Financial Advisors
Georgia
$206K +$192K +2,720 New
SWS
1784
SYSTM Wealth Solutions
Illinois
$206K +$192K +2,716 New
SWA
1785
Strata Wealth Advisors
Texas
$206K +$192K +2,712 New
LTAS
1786
Linden Thomas Advisory Services
North Carolina
$205K +$191K +2,704 New
PCFFS
1787
Pacific Center for Financial Services
California
$204K
MIS
1788
Morningstar Investment Services
Illinois
$204K +$190K +2,688 New
SWA
1789
SFMG Wealth Advisors
Texas
$204K +$190K +2,688 New
FC
1790
Fulcrum Capital
Washington
$203K +$190K +2,680 New
PTP
1791
Platform Technology Partners
New York
$203K +$175K +2,472 New
GA
1792
GoalVest Advisory
New York
$203K +$155K +2,196 +461%
PIA
1793
Pinion Investment Advisors
Kansas
$203K +$189K +2,672 New
CTC
1794
Cetera Trust Company
Minnesota
$202K +$188K +2,664 New
OW
1795
Olistico Wealth
Oklahoma
$202K +$188K +2,664 New
FBB
1796
Fulton Breakefield Broenniman
Maryland
$201K +$188K +2,656 New
MA
1797
MKT Advisors
California
$201K +$193K +2,724 New
MAG
1798
Mayfair Advisory Group
Alabama
$201K +$190K +2,688 New
FCA
1799
FinTrust Capital Advisors
South Carolina
$195K -$63.6K -900 -26%
IRC
1800
Investors Research Corp
Georgia
$194K +$21.2K +300 +13%

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.