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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
RWG
176
Regal Wealth Group
California
$28.4M -$853K -12,068 -3%
SB
177
Simmons Bank
Arkansas
$28.2M -$633K -8,948 -2%
STA
178
Summit Trail Advisors
New York
$27.7M +$17.8M +252,332 +223%
ONB
179
Old National Bancorp
Indiana
$27.5M +$21.4M +302,796 +501%
BGDI
180
BW Gestao de Investimentos
Brazil
$27.1M +$25.3M +357,520 New
MBT
181
Montecito Bank & Trust
California
$27.1M -$71.6K -1,012 -0.3%
WCAMG
182
Woodard & Company Asset Management Group
North Carolina
$27M +$24.1M +340,276 +2,176%
Natixis Advisors
183
Natixis Advisors
Massachusetts
$26.7M -$5.82M -82,308 -19%
FB
184
Fulton Bank
Pennsylvania
$26.7M +$315K +4,448 +1%
HNB
185
Huntington National Bank
Ohio
$26.6M
KPWS
186
Kestra Private Wealth Services
Texas
$26.3M +$10.8M +152,908 +79%
JE
187
JMAC Enterprises
Pennsylvania
$26.2M +$308K +4,352 +1%
Envestnet Portfolio Solutions
188
Envestnet Portfolio Solutions
Illinois
$26M +$556K +7,856 +2%
BJL
189
Brighton Jones LLC
Washington
$26M +$702K +9,928 +3%
BSG
190
Black Swift Group
Colorado
$25.8M -$16.6M -234,860 -41%
IIC
191
Integrated Investment Consultants
Michigan
$25.3M -$470K -6,640 -2%
CP
192
Covenant Partners
Tennessee
$25.3M -$536K -7,576 -2%
DCP
193
DSM Capital Partners
Florida
$25.2M +$22.3M +315,428 +1,842%
OC
194
Oppenheimer & Co
New York
$24.7M +$1.97M +27,788 +9%
PA
195
PFW Advisors
Georgia
$24.6M +$393K +5,560 +2%
XF
196
XML Financial
Maryland
$24.4M +$8.26M +116,848 +57%
CCB
197
Country Club Bank
Missouri
$24.1M -$879K -12,432 -4%
CG
198
Corundum Group
Colorado
$24M
WIC
199
Whitegate Investment Counselors
New Hampshire
$23.8M -$2.55K -36 -0%
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$23.6M +$3.42M +48,424 +18%

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.