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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
EFG
1976
Ethos Financial Group
Pennsylvania
-$801K -12,020 Closed
FEM
1977
Fulcrum Equity Management
Texas
-$792K -11,912 Closed
SCP
1978
Syntal Capital Partners
Texas
-$656K -9,852 Closed
LNWTC
1979
Laird Norton Wetherby Trust Company
Washington
-$622K -9,336 Closed
FIA
1980
FNY Investment Advisers
New York
-$611K -9,200 Closed
State Street
1981
State Street
Massachusetts
-$567K -8,528 Closed
LCWP
1982
Legacy Capital Wealth Partners
Arkansas
-$560K -8,424 Closed
Marshall Wace
1983
Marshall Wace
United Kingdom
-$559K -8,400 Closed
EC
1984
EdgeRock Capital
Colorado
-$558K -8,380 Closed
CHP
1985
Cable Hill Partners
Oregon
-$553K -8,320 Closed
EW
1986
Evoke Wealth
California
-$544K -8,168 Closed
RIM
1987
Redwood Investment Management
Arizona
-$490K -7,372 Closed
SIC
1988
Samalin Investment Counsel
New York
-$464K -6,972 Closed
OMC
1989
Old Mission Capital
Illinois
-$456K -6,864 Closed
SFC
1990
Strategic Financial Concepts
Texas
-$417K -6,268 Closed
RFM
1991
Royal Fund Management
Florida
-$376K -5,656 Closed
WP
1992
Wedgewood Partners
Missouri
-$356K -5,356 Closed
CCA
1993
Childress Capital Advisors
Texas
-$300K -4,512 Closed
SFFS
1994
Stonehage Fleming Financial Services
Jersey
-$290K -4,356 Closed
LCGC
1995
Legacy Capital Group California
California
-$282K -4,236 Closed
BAM
1996
BOS Asset Management
Illinois
-$260K -3,916 Closed
EFN
1997
Equita Financial Network
Pennsylvania
-$247K -3,720 Closed
IAS
1998
IMA Advisory Services
Colorado
-$242K -3,640 Closed
IPW
1999
Impact Partnership Wealth
Georgia
-$240K -3,616 Closed
HCM
2000
Hilton Capital Management
New York
-$234K -3,520 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.