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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
FPB
1801
First PREMIER Bank
South Dakota
$192K
WBC
1802
West Branch Capital
Massachusetts
$191K +$99K +1,400 +125%
PCMC
1803
Planning Capital Management Corporation
Pennsylvania
$191K +$178K +2,520 New
NFA
1804
Northwest Financial Advisors
Virginia
$187K +$175K +2,468 New
ANBT
1805
American National Bank & Trust
Texas
$185K +$89.7K +1,268 +108%
CPA
1806
Clear Point Advisors
New York
$183K +$171K +2,412 New
RFA
1807
Register Financial Advisors
Georgia
$180K +$10.5K +148 +7%
CFO
1808
CVA Family Office
Colorado
$177K +$165K +2,336 New
FDCDDQ
1809
Federation des caisses Desjardins du Quebec
Quebec, Canada
$174K
MSS
1810
Mitchell Sinkler & Starr
Pennsylvania
$171K +$160K +2,256 New
PVH
1811
Psagot Value Holdings
Israel
$170K
CSWM
1812
Cassady Schiller Wealth Management
Ohio
$168K
FWM
1813
Focused Wealth Management
New York
$167K +$283 +4 +0.2%
AFS
1814
Annapolis Financial Services
Maryland
$167K -$29.1K -412 -16%
GG
1815
Greenwood Gearhart
Arkansas
$165K +$154K +2,180 New
RDFA
1816
Ritter Daniher Financial Advisory
Ohio
$162K +$5.09K +72 +3%
MLA
1817
MB, Levis & Associates
Pennsylvania
$159K +$283 +4 +0.2%
CAC
1818
Core Alternative Capital
Georgia
$157K +$40.7K +576 +38%
FRA
1819
Front Row Advisors
California
$157K -$5.09K -72 -3%
AIM
1820
Arcadia Investment Management
Michigan
$154K -$13K -184 -8%
RLIM
1821
Red Lighthouse Investment Management
New York
$153K -$4.53K -64 -3%
GWSA
1822
Global Wealth Strategies & Associates
Colorado
$150K +$11.3K +160 +9%
KWAG
1823
Kiely Wealth Advisory Group
North Carolina
$147K +$132K +1,864 New
LFA
1824
Legend Financial Advisors
Pennsylvania
$146K
BMC
1825
Bear Mountain Capital
Washington
$146K +$135K +1,912 New

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.