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iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

1,942 hedge funds and large institutions have $69B invested in iShares Russell 1000 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 643 increasing their positions, 643 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,942
Holders Change
+177
Holders Change %
+10.03%
% of All Funds
28.47%
Holding in Top 10
198
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+11.24%
% of All Funds
2.9%
New
263
Increased
643
Reduced
643
Closed
63
Calls
$128M
Puts
$31.7M
Net Calls
+$96.4M
Net Calls Change
+$9.24M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$14.8B
2
Ameriprise
2
Ameriprise
Minnesota
$1.39B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.36B
4
Bank of America
4
Bank of America
North Carolina
$9.78B
5
Goldman Sachs
5
Goldman Sachs
New York
$3.03B

Top Sellers

1
SF
1
Synovus Financial
Georgia
$393M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$241M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$262M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.02B
5
SW
5
SVB Wealth
Massachusetts
$73.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCMT
201
Highland Capital Management (Tennessee)
Tennessee
$23.5M +$61.8K +204 +0.3%
UWPG
202
Ullmann Wealth Partners Group
Florida
$23.4M -$260K -856 -1%
JWA
203
JFS Wealth Advisors
Pennsylvania
$22.7M +$2.94M +9,688 +15%
Citadel Advisors
204
Citadel Advisors
Florida
$22.6M +$19.6M +64,542 +644%
VIA
205
Vantagepoint Investment Advisers
District of Columbia
$22.6M – – –
SWMG
206
Sanchez Wealth Management Group
Florida
$22.1M -$4.94M -16,280 -18%
SFS
207
Sowell Financial Services
Arkansas
$21.9M +$2.09M +6,909 +11%
MCCA
208
Mill Creek Capital Advisors
Pennsylvania
$21.8M +$4.33M +14,296 +25%
CWC
209
Carolinas Wealth Consulting
North Carolina
$21.7M -$601K -1,984 -3%
TFGT
210
TS Financial Group (TSFG)
Illinois
$21.6M +$4.65M +15,329 +27%
ClearBridge Investments
211
ClearBridge Investments
New York
$21.2M +$19.4M +64,010 +1,065%
JRP
212
Jasper Ridge Partners
California
$21.1M – – –
RJT
213
Raymond James Trust
Florida
$21.1M +$944K +3,113 +5%
AWM
214
AE Wealth Management
Kansas
$20.9M -$626K -1,987 -3%
MIM
215
MetLife Investment Management
New Jersey
$20.5M +$2.27M +7,500 +13%
WFA
216
Wellspring Financial Advisors
Ohio
$20.4M -$37K -122 -0.2%
JSAM
217
J. Safra Asset Management
New York
$20.4M -$2.41M -7,945 -11%
CPA
218
Capital Planning Advisors
California
$20.2M +$626K +2,066 +3%
EIG
219
Ellenbecker Investment Group
Wisconsin
$19.5M +$251K +828 +1%
AAS
220
Avantax Advisory Services
Texas
$19.4M +$2.15M +7,096 +12%
NL
221
NWAM LLC
Washington
$19.4M +$10M +33,029 +107%
AWS
222
Atria Wealth Solutions
New York
$19.3M -$1.59M -5,251 -8%
EWM
223
Evercore Wealth Management
New York
$19.2M +$246K +813 +1%
FTS
224
Fifth Third Securities
Ohio
$19.1M +$1.02M +3,351 +6%
HTC
225
Haverford Trust Company
Pennsylvania
$19M +$615K +2,027 +3%
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