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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
W
1826
WealthCollab
Washington
$140K +$131K +1,848 New
AWM
1827
Aspire Wealth Management
Massachusetts
$136K
CICI
1828
Capital Investment Counsel Inc
North Carolina
$136K
HCM
1829
Horrell Capital Management
Arkansas
$136K
PPWM
1830
PFG Private Wealth Management
Florida
$135K -$52K -736 -29%
AC
1831
Arjuna Capital
North Carolina
$131K -$261K -3,688 -68%
CJ
1832
Caitlin John
Michigan
$126K +$118K +1,664 New
PCTC
1833
Perkins Coie Trust Company
Washington
$119K -$101K -1,432 -48%
PA
1834
Pineridge Advisors
Missouri
$117K +$109K +1,548 New
HBT
1835
Hills Bank & Trust
Iowa
$117K -$8.49K -120 -7%
BCP
1836
Blue Chip Partners
Michigan
$117K +$283 +4 +0.3%
JFG
1837
JDM Financial Group
Texas
$114K +$283 +4 +0.3%
WCM
1838
Winthrop Capital Management
Indiana
$112K +$104K +1,476 New
EPW
1839
Evergreen Private Wealth
Colorado
$111K +$104K +1,464 New
SIC
1840
SJS Investment Consulting
Ohio
$111K -$1.13K -16 -1%
FPFS
1841
First Personal Financial Services
North Carolina
$111K
CB
1842
CNB Bank
Pennsylvania
$109K
SA
1843
SRH Advisors
Kansas
$108K
MFA
1844
Morling Financial Advisors
California
$107K
CAM
1845
Chesapeake Asset Management
New York
$104K -$84.9K -1,200 -47%
T
1846
Tidemark
California
$100K +$93.3K +1,320 New
CWM
1847
CarsonAllaria Wealth Management
Illinois
$98K +$72.4K +1,024 +382%
DPW
1848
DiNuzzo Private Wealth
Pennsylvania
$97.6K +$91.1K +1,288 New
TCOV
1849
Trust Company of Vermont
Vermont
$96.4K -$283 -4 -0.3%
CWAF
1850
Core Wealth Advisors (Florida)
Florida
$95.4K +$38.8K +548 +77%

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.