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iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

1,765 hedge funds and large institutions have $51.7B invested in iShares Russell 1000 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 465 increasing their positions, 738 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,765
Holders Change
+4
Holders Change %
+0.23%
% of All Funds
28.14%
Holding in Top 10
178
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-4.3%
% of All Funds
2.84%
New
96
Increased
465
Reduced
738
Closed
74
Calls
$117M
Puts
$30.1M
Net Calls
+$87.1M
Net Calls Change
+$19.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$6.34B
2
CWM
Circle Wealth Management
New Jersey
$343M
3
Comerica Bank
Comerica Bank
Texas
$161M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$105M
5
Corient Private Wealth
Corient Private Wealth
Florida
$252M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.73B
2
Bank of America
Bank of America
North Carolina
$8.43B
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$391M
4
SF
Synovus Financial
Georgia
$660M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.72B
Name Holding Trade Value Shares
Change 		Shares
Change %
NCA
201
Newbrook Capital Advisors
New York
$17.5M +$17.5M +65,733 New
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$17.4M -$138K -517 -0.8%
SFS
203
Sowell Financial Services
Arkansas
$17.4M +$4.64M +17,423 +36%
JWA
204
JFS Wealth Advisors
Pennsylvania
$17.4M +$1.21M +4,550 +7%
CFO
205
Callan Family Office
Pennsylvania
$17.2M +$3.65M +13,740 +27%
CPA
206
Capital Planning Advisors
California
$17.1M -$474K -1,781 -3%
BP
207
Ballentine Partners
Massachusetts
$17.1M +$412K +1,550 +2%
CWS
208
Confluence Wealth Services
Pennsylvania
$17M +$1.66M +6,237 +11%
EIG
209
Ellenbecker Investment Group
Wisconsin
$16.9M +$190K +713 +1%
EWM
210
Evercore Wealth Management
New York
$16.7M -$46K -173 -0.3%
SWP
211
Summit Wealth Partners
Florida
$16.6M -$72.9K -274 -0.4%
SW
212
SlateStone Wealth
Florida
$16.4M -$7.98K -30 -0%
HTC
213
Haverford Trust Company
Pennsylvania
$16.1M +$356K +1,338 +2%
VCS
214
Vaughan & Co Securities
New Jersey
$16.1M -$185K -696 -1%
MIM
215
MetLife Investment Management
New Jersey
$16M -$16.2M -60,800 -50%
FTS
216
Fifth Third Securities
Ohio
$15.9M +$956K +3,588 +6%
American Century Companies
217
American Century Companies
Missouri
$15.7M +$955K +3,590 +6%
MG
218
Mather Group
Illinois
$15.7M -$1.87M -7,042 -11%
MCWS
219
McKinley Carter Wealth Services
West Virginia
$15.6M -$481K -1,809 -3%
CI
220
CX Institutional
Indiana
$15.6M +$7.39M +27,787 +90%
RIS
221
Retirement Income Solutions
Michigan
$15.6M +$75.3K +283 +0.5%
MCCA
222
Mill Creek Capital Advisors
Pennsylvania
$15.4M – – –
VWA
223
Visionary Wealth Advisors
Illinois
$15.3M -$189K -711 -1%
PAS
224
Park Avenue Securities
New York
$15.2M -$2.71M -10,189 -15%
AAS
225
Avantax Advisory Services
Texas
$15.2M +$840K +3,157 +6%
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