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iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

1,947 hedge funds and large institutions have $67.9B invested in iShares Russell 1000 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 578 increasing their positions, 785 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,947
Holders Change
+5
Holders Change %
+0.26%
% of All Funds
28.23%
Holding in Top 10
203
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.53%
% of All Funds
2.94%
New
133
Increased
578
Reduced
785
Closed
98
Calls
$114M
Puts
$24.2M
Net Calls
+$89.8M
Net Calls Change
-$6.62M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$442M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$225M
3
Ameriprise
Ameriprise
Minnesota
$1.68B
4
M&T Bank
M&T Bank
New York
$927M
5
BlackRock
BlackRock
New York
$500M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$8.16B
2
Bank of America
Bank of America
North Carolina
$10.2B
3
Polen Capital Management
Polen Capital Management
Florida
$25.5M
4
RJA
Raymond James & Associates
Florida
$883M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.74B
Name Holding Trade Value Shares
Change 		Shares
Change %
FCH
226
Freestone Capital Holdings
Washington
$20.3M +$1.31M +3,898 +7%
SW
227
SlateStone Wealth
Florida
$20.3M -$134K -398 -0.7%
CCM
228
Condor Capital Management
New Jersey
$20.1M +$401K +1,190 +2%
SWP
229
Summit Wealth Partners
Florida
$20M -$547K -1,622 -3%
ATPW
230
Ashton Thomas Private Wealth
Arizona
$19.9M +$1.45M +4,311 +8%
DIP
231
DT Investment Partners
Pennsylvania
$19.9M +$832K +2,467 +4%
BP
232
Ballentine Partners
Massachusetts
$19.8M -$190K -565 -1%
EWM
233
Evercore Wealth Management
New York
$19.8M -$1.64M -4,861 -8%
GRP
234
Global Retirement Partners
California
$19.6M +$1.04M +3,092 +6%
RIS
235
Retirement Income Solutions
Michigan
$18.9M -$40.4K -120 -0.2%
VWA
236
Visionary Wealth Advisors
Illinois
$18.8M -$168K -497 -0.9%
VCS
237
Vaughan & Co Securities
New Jersey
$18.8M -$106K -315 -0.6%
BWA
238
Blodgett Wealth Advisors
California
$18.8M +$99.4K +295 +0.5%
MCWS
239
McKinley Carter Wealth Services
West Virginia
$18.7M -$176K -521 -0.9%
SMC
240
Smith, Moore & Co
Missouri
$18.6M +$2.23M +6,622 +14%
GIA
241
GHP Investment Advisors
Colorado
$18.5M -$101K -301 -0.5%
PWM
242
Proathlete Wealth Management
Florida
$18.5M +$983K +2,917 +6%
SAS
243
SMI Advisory Services
Indiana
$18.4M -$17.3M -51,508 -48%
OAM
244
Occidental Asset Management
California
$18.4M -$95K -282 -0.5%
SAG
245
SageView Advisory Group
California
$18.3M +$17.6M +163,910 +2,726%
SFG
246
Sunburst Financial Group
Alabama
$17.8M -$30.3K -90 -0.2%
RBC
247
Roble Belko & Company
Pennsylvania
$17.8M – – –
AAS
248
Ameritas Advisory Services
Nebraska
$17.7M +$2.61M +7,990 +17%
FCP
249
Fidelis Capital Partners
Florida
$17.7M +$11.5M +34,262 +188%
SWM
250
Spire Wealth Management
Virginia
$17.7M +$67.7K +201 +0.4%
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