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iShares Russell 1000 Growth ETF

1,771 hedge funds and large institutions have $53B invested in iShares Russell 1000 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 530 increasing their positions, 685 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 54

159% more call options, than puts

Call options by funds: $110M | Put options by funds: $42.5M

14% more capital invested

Capital invested by funds: $46.7B → $53B (+$6.32B)

8% more funds holding in top 10

Funds holding in top 10: 173187 (+14)

4% more funds holding

Funds holding: 1,6971,771 (+74)

1.12% less ownership

Funds ownership: 297.65%296.52% (-1.1%)

23% less repeat investments, than reductions

Existing positions increased: 530 | Existing positions reduced: 685

Holders
1,771
Holders Change
+74
Holders Change %
+4.36%
% of All Funds
27.8%
Holding in Top 10
187
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+8.09%
% of All Funds
2.94%
New
146
Increased
530
Reduced
685
Closed
54
Calls
$110M
Puts
$42.5M
Net Calls
+$67.4M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
176
Natixis Advisors
Massachusetts
$23.8M +$899K +14,140 +4%
CP
177
Covenant Partners
Tennessee
$23.8M +$582K +9,148 +3%
BJL
178
Brighton Jones LLC
Washington
$23.7M +$154K +2,416 +0.7%
IIC
179
Integrated Investment Consultants
Michigan
$23.6M +$473K +7,440 +2%
CCB
180
Country Club Bank
Missouri
$23.4M -$331K -5,208 -1%
BMM
181
Berkshire Money Management
Massachusetts
$23.2M -$1.17M -18,432 -5%
JE
182
JMAC Enterprises
Pennsylvania
$23.2M +$585K +9,200 +3%
PA
183
PFW Advisors
Georgia
$21.9M +$20.4M +320,712 New
BCM
184
BTC Capital Management
Iowa
$21.9M +$12.7K +200 +0.1%
CG
185
Corundum Group
Colorado
$21.9M -$1.25M -19,584 -6%
WIC
186
Whitegate Investment Counselors
New Hampshire
$21.6M -$1.47M -23,152 -7%
UWPG
187
Ullmann Wealth Partners Group
Florida
$21.4M -$7.12K -112 -0%
Two Sigma Advisers
188
Two Sigma Advisers
New York
$20.5M +$19M +298,000 New
JSAM
189
J. Safra Asset Management
New York
$20.5M -$406K -6,380 -2%
JRP
190
Jasper Ridge Partners
California
$19.2M
UB
191
UMB Bank
Missouri
$19.1M -$282K -4,432 -2%
HNB
192
Huntington National Bank
Ohio
$19.1M
AWS
193
Atria Wealth Solutions
New York
$19.1M +$1.31M +20,596 +8%
WFA
194
Wellspring Financial Advisors
Ohio
$19M -$441K -6,928 -2%
RJT
195
Raymond James Trust
Florida
$18.7M -$231K -3,628 -1%
GS
196
GTS Securities
New York
$18.6M +$17.2M +270,260 New
PAS
197
Park Avenue Securities
New York
$18.6M +$810K +12,740 +5%
CPA
198
Capital Planning Advisors
California
$18.2M -$1.37M -21,500 -8%
Carson Wealth (CWM LLC)
199
Carson Wealth (CWM LLC)
Nebraska
$18.2M +$8.85M +139,160 +111%
MG
200
Mather Group
Illinois
$18.2M -$146K -2,300 -0.9%

IWF Hedge Fund Activity: Q2 2023 in Review

1,771 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2023, worth a combined $53B — up 14% from $46.7B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new IWF positions and 54 closed out — a net gain of 92 holders — while 530 added to existing stakes and 685 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $344M. The largest seller was Wellington Management Group, cutting an estimated $419M.

  • 1,771 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2023, up from 1,697 in Q1 2023.
  • Funds reported $53B of iShares Russell 1000 Growth ETF stock for Q2 2023, up 14% quarter-over-quarter.
  • 146 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2023 and 54 closed out, a net change of +92 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2023 was Fidelity Investments, an estimated $344M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2023 was Wellington Management Group, an estimated $419M sold.

Based on aggregated 13F filings for Q2 2023.