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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 %
BO
1801
Bank OZK
Arkansas
– -$381K -1,386 Closed
3F
1802
360 Financial
Minnesota
– -$378K -1,375 Closed
OFA
1803
Onyx Financial Advisors
Idaho
– -$345K -1,253 Closed
BOSSRA
1804
B.O.S.S. Retirement Advisors
Utah
– -$323K -1,172 Closed
WA
1805
Wealth Alliance
New York
– -$320K -1,162 Closed
SPW
1806
Surience Private Wealth
Washington
– -$305K -1,109 Closed
AGM
1807
Alpine Global Management
New York
– -$303K -1,101 Closed
API
1808
Advisor Partners II
California
– -$275K -998 Closed
MCA
1809
Magnolia Capital Advisors
Mississippi
– -$271K -986 Closed
VCM
1810
Vision Capital Management
Oregon
– -$261K -948 Closed
VF
1811
Vista Finance
Missouri
– -$257K -935 Closed
LWA
1812
LWS Wealth Advisors
New Jersey
– -$255K -926 Closed
CCM
1813
Crew Capital Management
Ohio
– -$244K -885 Closed
PNC
1814
Park National Corp
Ohio
– -$239K -870 Closed
SWM
1815
Shelton Wealth Management
Texas
– -$225K -819 Closed
BWA
1816
Burt Wealth Advisors
Maryland
– -$223K -810 Closed
RFN
1817
RDA Financial Network
Iowa
– -$217K -789 Closed
UF
1818
Univest Financial
Pennsylvania
– -$214K -777 Closed
OHIS
1819
Oak Harvest Investment Services
Texas
– -$207K -751 Closed
CFP
1820
Catalyst Financial Partners
Massachusetts
– -$205K -746 Closed
FNBTCON
1821
First National Bank & Trust Co of Newtown
Pennsylvania
– -$204K -741 Closed
CWM
1822
Certus Wealth Management
California
– -$203K -739 Closed
KWA
1823
KCS Wealth Advisory
California
– -$203K -739 Closed
NCM
1824
Novare Capital Management
North Carolina
– -$203K -738 Closed
BCAM
1825
Boston Common Asset Management
Massachusetts
– -$203K -738 Closed
70 71 72
73
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