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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
BPCE
2001
Bank Pictet & Cie (Europe)
Germany
-$229K -3,440 Closed
IUHSA
2002
Itau Unibanco Holding S.A.
Brazil
-$216K -3,252 Closed
TCM
2003
Triumph Capital Management
Colorado
-$215K -3,232 Closed
BA
2004
Bridge Advisory
California
-$213K -3,212 Closed
SC
2005
Soundwatch Capital
Connecticut
-$210K -3,164 Closed
WG
2006
Welch Group
Alabama
-$206K -3,100 Closed
PC
2007
Pecaut & Co
Iowa
-$134K -2,012 Closed
SIS
2008
Strategic Investment Solutions
Illinois
-$132K -1,924 Closed
SFCL
2009
Strengthening Families & Communities LLC
Massachusetts
-$115K -1,724 Closed
CFA
2010
CWS Financial Advisors
Michigan
-$67.4K -1,012 Closed
AWM
2011
Abound Wealth Management
Tennessee
-$42K -632 Closed
WWP
2012
WR Wealth Planners
Missouri
-$35.9K -540 Closed
HWP
2013
Hibernia Wealth Partners
Louisiana
-$32.2K -484 Closed
BCM
2014
BluePath Capital Management
Georgia
-$26.6K -400 Closed
TRCT
2015
Tower Research Capital (TRC)
New York
-$24.7K -372 Closed
BWS
2016
Buck Wealth Strategies
Colorado
-$17K -256 Closed
YAL
2017
Your Advocates Ltd
Texas
-$13.3K -200 Closed
PGAM
2018
Princeton Global Asset Management
New Jersey
-$12.5K -188 Closed
Legacy Financial Group (Iowa)
2019
Legacy Financial Group (Iowa)
Iowa
-$10.9K -164 Closed
PCM
2020
Perritt Capital Management
Illinois
-$7.98K -120 Closed
HFS
2021
HBC Financial Services
Washington
-$7K -112 Closed
SL
2022
Savior LLC
Massachusetts
-$6.95K -104 Closed
AWA
2023
Authentikos Wealth Advisory
California
-$1.6K -24 Closed
SSG
2024
Summit Securities Group
New York
+$283 +4 New

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.