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iShares Russell 1000 Growth ETF

1,958 hedge funds and large institutions have $69.1B invested in iShares Russell 1000 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 268 funds opening new positions, 646 increasing their positions, 648 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 268 | Existing positions closed: 63

304% more call options, than puts

Call options by funds: $128M | Put options by funds: $31.7M

34% more capital invested

Capital invested by funds: $51.7B → $69.1B (+$17.4B)

29.78% more ownership

Funds ownership: 307.77%337.56% (+30%)

11% more funds holding in top 10

Funds holding in top 10: 179199 (+20)

10% more funds holding

Funds holding: 1,7761,958 (+182)

0% less repeat investments, than reductions

Existing positions increased: 646 | Existing positions reduced: 648

Holders
1,958
Holders Change
+182
Holders Change %
+10.25%
% of All Funds
28.54%
Holding in Top 10
199
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+11.17%
% of All Funds
2.9%
New
268
Increased
646
Reduced
648
Closed
63
Calls
$128M
Puts
$31.7M
Net Calls
+$96.4M
Net Calls Change
+$9.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$14.8B +$7.05B +99,764,752 +105%
Bank of America
2
Bank of America
North Carolina
$9.78B +$155M +2,192,108 +2%
Goldman Sachs
3
Goldman Sachs
New York
$3.03B +$138M +1,958,236 +5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.02B -$81M -1,146,024 -3%
JP Morgan Chase
5
JP Morgan Chase
New York
$2.36B +$370M +5,225,376 +20%
UBS Group
6
UBS Group
Switzerland
$1.85B +$29.3M +414,608 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.64B +$96.6M +1,365,628 +7%
Ameriprise
8
Ameriprise
Minnesota
$1.39B +$915M +12,945,916 +238%
Wells Fargo
9
Wells Fargo
California
$1.32B +$45M +636,620 +4%
Northern Trust
10
Northern Trust
Illinois
$1.27B +$44.4M +627,980 +4%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$947M +$19.9M +281,100 +2%
RJA
12
Raymond James & Associates
Florida
$874M +$6.48M +91,632 +0.8%
LPL Financial
13
LPL Financial
California
$869M +$40.4M +571,376 +5%
M&T Bank
14
M&T Bank
New York
$752M +$2.97M +41,984 +0.4%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$704M -$13.6M -192,680 -2%
TIAA Trust, National Association
16
TIAA Trust, National Association
North Carolina
$681M -$16.6M -234,972 -3%
Truist Financial
17
Truist Financial
North Carolina
$675M +$13.4M +189,028 +2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$641M +$13.6M +192,280 +2%
N
19
Nuveen
North Carolina
$570M +$117M +1,650,796 +28%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$560M +$62M +877,244 +13%
S
21
SignatureFD
Georgia
$485M +$22.8M +322,668 +5%
Stifel Financial
22
Stifel Financial
Missouri
$434M +$15.7M +222,456 +4%
CM
23
Churchill Management
California
$427M -$11.7M -165,156 -3%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$401M +$16.4M +231,248 +5%
SF
25
Synovus Financial
Georgia
$393M -$335M -4,741,816 -48%

IWF Hedge Fund Activity: Q4 2023 in Review

1,958 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q4 2023, worth a combined $69.1B — up 34% from $51.7B a quarter earlier.

Buyers outnumbered sellers: 268 funds opened new IWF positions and 63 closed out — a net gain of 205 holders — while 646 added to existing stakes and 648 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.05B. The largest seller was Synovus Financial, cutting an estimated $335M.

  • 1,958 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q4 2023, up from 1,776 in Q3 2023.
  • Funds reported $69.1B of iShares Russell 1000 Growth ETF stock for Q4 2023, up 34% quarter-over-quarter.
  • 268 funds opened new iShares Russell 1000 Growth ETF positions in Q4 2023 and 63 closed out, a net change of +205 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $7.05B added.
  • The largest iShares Russell 1000 Growth ETF seller in Q4 2023 was Synovus Financial, an estimated $335M sold.

Based on aggregated 13F filings for Q4 2023.