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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
PIS
1901
POM Investment Strategies
North Carolina
$34.6K +$32.2K +456 New
PS
1902
Planned Solutions
California
$34K +$31.7K +448 New
OAJ
1903
Ogorek Anthony Joseph
New York
$33K
CAM
1904
Creekmur Asset Management
Illinois
$32.7K +$30.5K +432 New
CNBTD
1905
Citizens National Bank Trust Department
Mississippi
$30.3K -$1.98K -28 -7%
LOIP
1906
Live Oak Investment Partners
Texas
$30.3K
CWM
1907
Cranbrook Wealth Management
Michigan
$30.3K +$28.3K +400 New
AIM
1908
ARK Investment Management
Florida
$28.9K +$7.92K +112 +42%
DAC
1909
Dividend Assets Capital
South Carolina
$28K
MFC
1910
Morris Financial Concepts
South Carolina
$24.6K -$566 -8 -2%
FA
1911
Faithward Advisors
Pennsylvania
$23.5K
DCM
1912
Davis Capital Management
Florida
$23.3K +$21.8K +308 New
TLCM
1913
Twin Lakes Capital Management
California
$21.5K
NL
1914
NVWM LLC
Pennsylvania
$20.9K -$368K -5,200 -95%
RWML
1915
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$20.6K -$566 -8 -3%
JWM
1916
Janiczek Wealth Management
Colorado
$20K
EL
1917
EMFO LLC
Florida
$19.1K
VCM
1918
Versant Capital Management
Arizona
$19.1K
HWA
1919
HHM Wealth Advisors
Tennessee
$18.5K +$17.3K +244 New
BCV
1920
Banque Cantonale Vaudoise
Switzerland
$18K
TVWM
1921
Tower View Wealth Management
Wisconsin
$18K
HWM
1922
HighMark Wealth Management
Minnesota
$17K
AWM
1923
AllSquare Wealth Management
New York
$16.3K
LIWM
1924
Long Island Wealth Management
New York
$16K +$15K +212 New
BEI
1925
Benjamin Edwards Inc
Missouri
$15K

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.