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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
IIL
1851
Insight Inv LLC
California
$94.4K
CSC
1852
Caldwell Sutter Capital
California
$94K
DSC
1853
Duncker Streett & Co
Missouri
$94K
MWM
1854
Mascoma Wealth Management
New Hampshire
$92.2K +$28.6K +404 +50%
TVAMP
1855
Tennessee Valley Asset Management Partners
Tennessee
$89.5K +$83.4K +1,180 New
IGWM
1856
ICA Group Wealth Management
Colorado
$87.9K +$82K +1,160 New
MHR
1857
Matthew Hamilton Rosenberg
$87.6K
JGIA
1858
Jackson Grant Investment Advisers
Connecticut
$86.6K +$283 +4 +0.4%
SAM
1859
Smartleaf Asset Management
Massachusetts
$85.8K +$79.8K +1,128 New
GIP
1860
Granite Investment Partners
California
$85.5K -$60.8K -860 -43%
CI
1861
Cordant Inc
Oregon
$82.8K +$8.2K +116 +12%
CTWM
1862
Cherry Tree Wealth Management
Minnesota
$81.9K
WWMSC
1863
Wagner Wealth Management (South Carolina)
South Carolina
$81.3K
LIA
1864
Luken Investment Analytics
Tennessee
$80.8K
BC
1865
Belmont Capital
California
$80.6K
CIR
1866
Clear Investment Research
Georgia
$77.9K
FMB
1867
Field & Main Bank
Kentucky
$77.3K
CBT
1868
CoreFirst Bank & Trust
Kansas
$75.8K
CBT
1869
Central Bank & Trust
Kentucky
$75.2K +$13.9K +196 +25%
KHC
1870
Koesten Hirschmann & Crabtree
Kansas
$73.4K
SFC
1871
SYM Financial Corp
Indiana
$71.9K -$8.49K -120 -11%
MCM
1872
McKinley Capital Management
Alaska
$70.6K +$58K +820 +732%
HDIM
1873
Hanson & Doremus Investment Management
Vermont
$69K
UCB
1874
United Community Bank
South Carolina
$67K
GWMIA
1875
Global Wealth Management Investment Advisory
Florida
$65.2K

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.