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iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

1,761 hedge funds and large institutions have $53B invested in iShares Russell 1000 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 528 increasing their positions, 683 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,761
Holders Change
+72
Holders Change %
+4.26%
% of All Funds
27.77%
Holding in Top 10
186
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+8.14%
% of All Funds
2.93%
New
144
Increased
528
Reduced
683
Closed
54
Calls
$110M
Puts
$42.5M
Net Calls
+$67.4M
Net Calls Change
+$10.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$3.35B
2
CM
Churchill Management
California
$408M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$606M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$216M
5
Cerity Partners
Cerity Partners
New York
$225M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$6.4M
2
Bank of America
Bank of America
North Carolina
$9.17B
3
Morgan Stanley
Morgan Stanley
New York
$5.53B
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$386M
5
SW
SVB Wealth
Massachusetts
$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
201
NWAM LLC
Washington
$17.7M +$2.6M +9,432 +17%
OAM
202
Occidental Asset Management
California
$17.5M +$1.16M +4,199 +7%
EIG
203
Ellenbecker Investment Group
Wisconsin
$17.3M -$202K -735 -1%
EWM
204
Evercore Wealth Management
New York
$17.3M +$528K +1,919 +3%
BP
205
Ballentine Partners
Massachusetts
$17.3M – – –
SWP
206
Summit Wealth Partners
Florida
$17.2M -$629K -2,286 -4%
SW
207
SlateStone Wealth
Florida
$17M +$504K +1,830 +3%
OC
208
Oppenheimer & Co
New York
$17M +$1.98M +7,200 +13%
FCBT
209
First Citizens Bank & Trust
North Carolina
$16.9M +$2.69M +9,768 +19%
VCS
210
Vaughan & Co Securities
New Jersey
$16.8M -$909K -3,303 -5%
JWA
211
JFS Wealth Advisors
Pennsylvania
$16.7M +$82.3K +299 +0.5%
MCWS
212
McKinley Carter Wealth Services
West Virginia
$16.7M -$91.4K -332 -0.5%
HTC
213
Haverford Trust Company
Pennsylvania
$16.3M -$633K -2,301 -4%
RIS
214
Retirement Income Solutions
Michigan
$16M +$79K +287 +0.5%
VWA
215
Visionary Wealth Advisors
Illinois
$16M +$61.9K +225 +0.4%
V
216
Veritable
Delaware
$16M +$49K +178 +0.3%
MCCA
217
Mill Creek Capital Advisors
Pennsylvania
$15.9M +$12.7M +46,080 +396%
CWS
218
Confluence Wealth Services
Pennsylvania
$15.8M +$100K +365 +0.6%
CCM
219
Condor Capital Management
New Jersey
$15.5M +$85.3K +310 +0.6%
FTS
220
Fifth Third Securities
Ohio
$15.5M +$720K +2,617 +5%
EC
221
Estate Counselors
Wisconsin
$15.5M -$5.26M -19,120 -25%
RCIM
222
Red Cedar Investment Management
Michigan
$15.5M -$481K -1,748 -3%
Citadel Advisors
223
Citadel Advisors
Florida
$15.4M -$7.6M -27,635 -33%
BWA
224
Blodgett Wealth Advisors
California
$15.3M -$41.3K -150 -0.3%
American Century Companies
225
American Century Companies
Missouri
$15.3M -$3.07M -11,145 -17%
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