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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
YIH
1801
Y-Intercept (HK)
Hong Kong
-$314K -5,144 Closed
NW
1802
Naviter Wealth
Arkansas
-$272K -4,460 Closed
PCMK
1803
Paragon Capital Management (Kansas)
Kansas
-$263K -4,300 Closed
AWMT
1804
AAFMAA Wealth Management & Trust
North Carolina
-$248K -4,060 Closed
OW
1805
Olistico Wealth
Oklahoma
-$246K -4,028 Closed
DBT
1806
Dubuque Bank & Trust
Iowa
-$229K -3,748 Closed
AWM
1807
Activest Wealth Management
Florida
-$216K -3,584 Closed
FBB
1808
Fulton Breakefield Broenniman
Maryland
-$218K -3,576 Closed
MIA
1809
MainStreet Investment Advisors
Illinois
-$215K -3,520 Closed
FAM
1810
Fred Alger Management
New York
-$91.4K -1,496 Closed
AWM
1811
Accel Wealth Management
Iowa
-$49.6K -812 Closed
HT
1812
Headlands Technologies
Illinois
-$48.4K -792 Closed
GFWA
1813
Grey Fox Wealth Advisors
Delaware
-$34K -556 Closed
CA
1814
Centerpoint Advisors
Massachusetts
-$31K -500 Closed
MJRIC
1815
Mogy Joel R Investment Counsel
California
-$29.3K -480 Closed
OLVIG
1816
Oliver Lagore Vanvalin Investment Group
Michigan
-$24.4K -400 Closed
RFA
1817
Resurgent Financial Advisors
Georgia
-$24.4K -400 Closed
TCWA
1818
Ten Capital Wealth Advisors
Washington
-$20.3K -332 Closed
PA
1819
PSI Advisors
Florida
-$18.8K -308 Closed
MFG
1820
Monumental Financial Group
Maryland
-$17K -284 Closed
ST
1821
Sageworth Trust
Pennsylvania
-$17.1K -280 Closed
MWC
1822
MBM Wealth Consultants
Missouri
-$16K -264 Closed
RA
1823
Rise Advisors
New York
-$15.1K -248 Closed
SIM
1824
Studio Investment Management
Illinois
-$10K -164 Closed
Russell Investments Group
1825
Russell Investments Group
United Kingdom
-$3.67K -60 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.