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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
ACM
1876
Alcosta Capital Management
California
$64.6K
EC
1877
Elequin Capital
New York
$64.6K +$35.9K +508 +148%
WAM
1878
WFA Asset Management
Wisconsin
$63.5K
CPG
1879
Custom Portfolio Group
Colorado
$63.1K +$58.8K +832 New
MFT
1880
Moisand Fitzgerald Tamayo
Florida
$61.8K
APW
1881
Atlantic Private Wealth
North Carolina
$61.2K
RDIA
1882
RE Dickinson Investment Advisors
Iowa
$61K
MCM
1883
Mill Capital Management
North Carolina
$60.6K
BFA
1884
BBJS Financial Advisors
Washington
$58.8K
MFG
1885
Mendota Financial Group
Wisconsin
$57.3K +$53.5K +756 New
FFL
1886
Financial Freedom LLC
Ohio
$55.5K
AW
1887
Avion Wealth
Texas
$55K
DAM
1888
Delta Asset Management
Tennessee
$53.1K
FG
1889
Fairman Group
Pennsylvania
$51.1K +$47.5K +672 New
FMTCOCP
1890
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$50K
TWD
1891
True Wealth Design
Ohio
$48.2K
SIS
1892
Sound Income Strategies
Florida
$47.6K +$39.3K +556 +772%
AP
1893
Advisors Preferred
Maryland
$45.7K -$8.03M -113,608 -99%
TCM
1894
Tanaka Capital Management
New York
$45K
William Blair Investment Management
1895
William Blair Investment Management
Illinois
$42.1K +$39.3K +556 New
TH
1896
TCTC Holdings
Texas
$41.5K
MSG
1897
Main Street Group
Virginia
$36.7K +$34.2K +484 New
CT
1898
Clearstead Trust
Maine
$36.1K
FFA
1899
Frazier Financial Advisors
Ohio
$35.8K +$33.4K +472 New
BAM
1900
Byrne Asset Management
New Jersey
$35.3K

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.