IWF icon

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 %
MAWCM
1926
Mine & Arao Wealth Creation & Management
California
$8.19K – – –
DWS
1927
Dynamic Wealth Strategies
California
$8.19K +$8.19K +27 New
RTL
1928
Red Tortoise LLC
Georgia
$7K – – –
PFA
1929
Pathway Financial Advisers
Indiana
$6.38K +$6.38K +21 New
RG
1930
Retirement Group
California
$6.37K – – –
FCT
1931
First Community Trust
Iowa
$6.06K – – –
KFS
1932
Kelly Financial Services
Massachusetts
$5.76K -$17.9K -59 -76%
TFA
1933
Toth Financial Advisory
Virginia
$5.15K +$606 +2 +13%
WAS
1934
Winch Advisory Services
Wisconsin
$4.55K – – –
HCP
1935
Hexagon Capital Partners
Arkansas
$4.25K – – –
AIP
1936
Ameritas Investment Partners
Nebraska
$3.79K -$3.79K -12 -50%
TAM
1937
Tucker Asset Management
Colorado
$3.64K -$3.03K -10 -45%
KA
1938
Kozak & Associates
Colorado
$3.05K +$3.05K +10 New
GWM
1939
Guardian Wealth Management
Illinois
$2.43K – – –
LWA
1940
Lowe Wealth Advisors
Maryland
$1.82K – – –
EA
1941
Evolution Advisers
Virginia
$1K +$1K +5 New
CWP
1942
Concord Wealth Partners
Virginia
$935 -$164K -526 -99%
Toronto Dominion Bank
1943
Toronto Dominion Bank
Ontario, Canada
$910 – – –
BSB
1944
Bangor Savings Bank
Maine
$303 +$303 +1 New
UID
1945
Union Investments & Development
Israel
– -$24.8M -93,050 Closed
ESCM
1946
Echo Street Capital Management
New York
– -$22.5M -84,654 Closed
HIMCH
1947
Hartford Investment Management Co (HIMCO)
Connecticut
– -$9.63M -36,205 Closed
JF
1948
Jump Financial
Illinois
– -$8.54M -32,113 Closed
SBH
1949
Segall Bryant & Hamill
Illinois
– -$7.3M -27,441 Closed
Jacobs Levy Equity Management
1950
Jacobs Levy Equity Management
New Jersey
– -$6.14M -23,100 Closed
76 77
78
79 80