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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
Bank of America
1
Bank of America
North Carolina
$9.17B -$288M -4,528,356 -3%
Morgan Stanley
2
Morgan Stanley
New York
$5.53B -$233M -3,664,036 -4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$3.35B +$344M +5,415,768 +13%
Goldman Sachs
4
Goldman Sachs
New York
$2.63B -$19.7M -309,180 -0.8%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.85B +$3.74M +58,820 +0.2%
UBS Group
6
UBS Group
Switzerland
$1.63B +$31M +487,948 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.44B +$25.8M +405,756 +2%
Wells Fargo
8
Wells Fargo
California
$1.16B -$46M -722,928 -4%
Northern Trust
9
Northern Trust
Illinois
$1.1B +$29.4M +462,548 +3%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$853M -$34.5M -541,884 -4%
RJA
11
Raymond James & Associates
Florida
$792M -$18.1M -284,264 -2%
SF
12
Synovus Financial
Georgia
$788M -$9.06M -142,504 -1%
LPL Financial
13
LPL Financial
California
$744M -$4.8M -75,440 -0.7%
M&T Bank
14
M&T Bank
New York
$687M +$11.4M +179,184 +2%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$655M +$4.75M +74,680 +0.8%
TF
16
TIAA FSB
Florida
$651M -$18.5M -290,680 -3%
N
17
Nuveen
North Carolina
$606M +$156M +2,457,240 +39%
Truist Financial
18
Truist Financial
North Carolina
$595M +$2.87M +45,140 +0.5%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$574M -$696K -10,948 -0.1%
BlackRock
20
BlackRock
New York
$431M +$10.3M +161,676 +3%
S
21
SignatureFD
Georgia
$425M +$3.97M +62,400 +1%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$423M -$10.7M -168,168 -3%
Ameriprise
23
Ameriprise
Minnesota
$422M +$51M +802,400 +15%
CM
24
Churchill Management
California
$408M +$172M +2,696,944 +83%
JMPWA
25
JP Morgan Private Wealth Advisors
California
$386M -$224M -3,526,176 -39%

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.