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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
HCP
1951
Hexagon Capital Partners
Arkansas
$4.25K
AIP
1952
Ameritas Investment Partners
Nebraska
$3.79K -$3.39K -48 -50%
TAM
1953
Tucker Asset Management
Colorado
$3.64K -$2.83K -40 -45%
KA
1954
Kozak & Associates
Colorado
$3.05K +$2.83K +40 New
GWMI
1955
Guardian Wealth Management (Illinois)
Illinois
$2.42K
LWA
1956
Lowe Wealth Advisors
Maryland
$1.82K
EA
1957
Evolution Advisers
Virginia
$1K +$1.41K +20 New
CWP
1958
Concord Wealth Partners
Virginia
$935 -$149K -2,104 -99%
Toronto Dominion Bank
1959
Toronto Dominion Bank
Ontario, Canada
$910
BSB
1960
Bangor Savings Bank
Maine
$303 +$283 +4 New
UID
1961
Union Investments & Development
Israel
-$24.8M -372,200 Closed
ESCM
1962
Echo Street Capital Management
New York
-$22.5M -338,616 Closed
HIMCH
1963
Hartford Investment Management Co (HIMCO)
Connecticut
-$9.63M -144,820 Closed
JF
1964
Jump Financial
Illinois
-$8.54M -128,452 Closed
SBH
1965
Segall Bryant & Hamill
Illinois
-$7.3M -109,764 Closed
Jacobs Levy Equity Management
1966
Jacobs Levy Equity Management
New Jersey
-$6.14M -92,400 Closed
T
1967
TCWP
Ohio
-$5.82M -87,556 Closed
CCP
1968
Carmel Capital Partners
California
-$3.72M -55,920 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
1969
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$3.25M -48,800 Closed
LC
1970
Lavaca Capital
Texas
-$3.11M -46,804 Closed
PI
1971
PineBridge Investments
New York
-$2.64M -39,724 Closed
TSS
1972
Two Sigma Securities
New York
-$1.89M -28,352 Closed
Walleye Trading
1973
Walleye Trading
New York
-$1.55M -21,904 Closed
PFGIA
1974
Patriot Financial Group Insurance Agency
Massachusetts
-$1.07M -16,088 Closed
IWM
1975
Iams Wealth Management
Nebraska
-$924K -13,892 Closed

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.