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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
JPWM
1926
Jamison Private Wealth Management
Georgia
$12.4K
FSWA
1927
Financial Synergies Wealth Advisors
Texas
$12.1K -$33.4K -472 -68%
RMC
1928
Resources Management Corp
Connecticut
$11K
FCMT
1929
Founders Capital Management (Texas)
Texas
$10.9K
MSFP
1930
Mark Sheptoff Financial Planning
Connecticut
$10.9K
GFPC
1931
Global Financial Private Client
Florida
$10.6K
IRAG
1932
Investment Research & Advisory Group
Georgia
$10.6K
NRG
1933
Nemes Rush Group
Michigan
$10.3K
CIA
1934
Cape Investment Advisory
Georgia
$10.3K -$35.9K -508 -79%
RL
1935
Rogco LP
Oklahoma
$10K
AFG
1936
Albion Financial Group
Utah
$9.51K
IHWM
1937
Iron Horse Wealth Management
Iowa
$9.1K
CFS
1938
CGC Financial Services
Oregon
$8.79K
ACA
1939
Atlas Capital Advisors
Wyoming
$8.49K
DI
1940
DAGCO Inc
Ohio
$8.19K -$1.49M -21,112 -99%
MAWCM
1941
Mine & Arao Wealth Creation & Management
California
$8.19K
DWS
1942
Dynamic Wealth Strategies
California
$8.19K +$7.64K +108 New
BC
1943
Broadwater Capital
Massachusetts
$7.58K +$7.07K +100 New
RTL
1944
Red Tortoise LLC
Georgia
$7K
PFA
1945
Pathway Financial Advisers
Indiana
$6.38K +$5.94K +84 New
RG
1946
Retirement Group
California
$6.37K
FCT
1947
First Community Trust
Iowa
$6.06K
KFS
1948
Kelly Financial Services
Massachusetts
$5.76K -$16.7K -236 -76%
TFA
1949
Toth Financial Advisory
Virginia
$5.15K +$566 +8 +13%
WAS
1950
Winch Advisory Services
Wisconsin
$4.55K

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.