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iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

1,942 hedge funds and large institutions have $69B invested in iShares Russell 1000 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 643 increasing their positions, 643 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,942
Holders Change
+177
Holders Change %
+10.03%
% of All Funds
28.47%
Holding in Top 10
198
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+11.24%
% of All Funds
2.9%
New
263
Increased
643
Reduced
643
Closed
63
Calls
$128M
Puts
$31.7M
Net Calls
+$96.4M
Net Calls Change
+$9.24M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$14.8B
2
Ameriprise
Ameriprise
Minnesota
$1.39B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.36B
4
Bank of America
Bank of America
North Carolina
$9.78B
5
Goldman Sachs
Goldman Sachs
New York
$3.03B

Top Sellers

1
SF
Synovus Financial
Georgia
$393M
2
Corient Private Wealth
Corient Private Wealth
Florida
$241M
3
Osaic Holdings
Osaic Holdings
Arizona
$262M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$3.02B
5
SW
SVB Wealth
Massachusetts
$73.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
1901
Janiczek Wealth Management
Colorado
$20K – – –
VCM
1902
Versant Capital Management
Arizona
$19.1K – – –
EL
1903
EMFO LLC
Florida
$19.1K – – –
HWA
1904
HHM Wealth Advisors
Tennessee
$18.5K +$18.5K +61 New
BCV
1905
Banque Cantonale Vaudoise
Switzerland
$18K – – –
TVWM
1906
Tower View Wealth Management
Wisconsin
$18K – – –
HWM
1907
HighMark Wealth Management
Minnesota
$17K – – –
AWM
1908
AllSquare Wealth Management
New York
$16.3K – – –
LIWM
1909
Long Island Wealth Management
New York
$16K +$16K +53 New
BEI
1910
Benjamin Edwards Inc
Missouri
$15K – – –
JPWM
1911
Jamison Private Wealth Management
Georgia
$12.4K – – –
FSWA
1912
Financial Synergies Wealth Advisors
Texas
$12.1K -$25.4K -118 -68%
RMC
1913
Resources Management Corp
Connecticut
$11K – – –
MSFP
1914
Mark Sheptoff Financial Planning
Connecticut
$10.9K – – –
FCMT
1915
Founders Capital Management (Texas)
Texas
$10.9K – – –
GFPC
1916
Global Financial Private Client
Florida
$10.6K – – –
IRAG
1917
Investment Research & Advisory Group
Georgia
$10.6K – – –
NRG
1918
Nemes Rush Group
Michigan
$10.3K – – –
CIA
1919
Cape Investment Advisory
Georgia
$10.3K -$38.5K -127 -79%
RL
1920
Rogco LP
Oklahoma
$10K – – –
AFG
1921
Albion Financial Group
Utah
$9.51K – – –
IHWM
1922
Iron Horse Wealth Management
Iowa
$9.1K – – –
CFS
1923
CGC Financial Services
Oregon
$8.79K – – –
ACA
1924
Atlas Capital Advisors
Wyoming
$8.49K – – –
DI
1925
DAGCO Inc
Ohio
$8.19K -$1.6M -5,278 -99%
75 76
77
78 79