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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
NL
201
NWAM LLC
Washington
$17.7M +$2.4M +37,728 +17%
OAM
202
Occidental Asset Management
California
$17.5M +$1.07M +16,796 +7%
EIG
203
Ellenbecker Investment Group
Wisconsin
$17.3M -$187K -2,940 -1%
EWM
204
Evercore Wealth Management
New York
$17.3M +$488K +7,676 +3%
BP
205
Ballentine Partners
Massachusetts
$17.3M
SWP
206
Summit Wealth Partners
Florida
$17.2M -$581K -9,144 -4%
SW
207
SlateStone Wealth
Florida
$17M +$465K +7,320 +3%
OC
208
Oppenheimer & Co
New York
$17M +$1.83M +28,800 +13%
FCBT
209
First Citizens Bank & Trust
North Carolina
$16.9M +$2.48M +39,072 +19%
VCS
210
Vaughan & Co Securities
New Jersey
$16.8M -$840K -13,212 -5%
JWA
211
JFS Wealth Advisors
Pennsylvania
$16.7M +$76.1K +1,196 +0.5%
MCWS
212
McKinley Carter Wealth Services
West Virginia
$16.7M -$84.4K -1,328 -0.5%
HTC
213
Haverford Trust Company
Pennsylvania
$16.3M -$585K -9,204 -4%
RIS
214
Retirement Income Solutions
Michigan
$16M +$73K +1,148 +0.5%
VWA
215
Visionary Wealth Advisors
Illinois
$16M +$57.2K +900 +0.4%
V
216
Veritable
Delaware
$16M +$45.3K +712 +0.3%
MCCA
217
Mill Creek Capital Advisors
Pennsylvania
$15.9M +$11.7M +184,320 +396%
CWS
218
Confluence Wealth Services
Pennsylvania
$15.8M +$92.8K +1,460 +0.6%
CCM
219
Condor Capital Management
New Jersey
$15.5M +$78.9K +1,240 +0.6%
FTS
220
Fifth Third Securities
Ohio
$15.5M +$666K +10,468 +5%
EC
221
Estate Counselors
Wisconsin
$15.5M -$4.86M -76,480 -25%
RCIM
222
Red Cedar Investment Management
Michigan
$15.5M -$445K -6,992 -3%
Citadel Advisors
223
Citadel Advisors
Florida
$15.4M -$7.03M -110,540 -33%
BWA
224
Blodgett Wealth Advisors
California
$15.3M -$38.2K -600 -0.3%
American Century Companies
225
American Century Companies
Missouri
$15.3M -$2.83M -44,580 -17%

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.