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iShares Russell 1000 Growth ETF

1,962 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 134 funds opening new positions, 581 increasing their positions, 790 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

370% more call options, than puts

Call options by funds: $114M | Put options by funds: $24.2M

35% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 99

3% more funds holding in top 10

Funds holding in top 10: 199204 (+5)

0% more funds holding

Funds holding: 1,9571,962 (+5)

2% less capital invested

Capital invested by funds: $69.1B → $67.9B (-$1.17B)

26% less repeat investments, than reductions

Existing positions increased: 581 | Existing positions reduced: 790

32.38% less ownership

Funds ownership: 337.56%305.18% (-32%)

Holders
1,962
Holders Change
+5
Holders Change %
+0.26%
% of All Funds
28.26%
Holding in Top 10
204
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.51%
% of All Funds
2.94%
New
134
Increased
581
Reduced
790
Closed
99
Calls
$114M
Puts
$24.2M
Net Calls
+$89.8M
Net Calls Change
-$6.62M
Name Holding Trade Value Shares
Change
Change in
Stake
FCH
226
Freestone Capital Holdings
Washington
$20.3M +$1.26M +15,592 +7%
SW
227
SlateStone Wealth
Florida
$20.3M -$128K -1,592 -0.7%
CCM
228
Condor Capital Management
New Jersey
$20.1M +$384K +4,760 +2%
SWP
229
Summit Wealth Partners
Florida
$20M -$523K -6,488 -3%
ATPW
230
Ashton Thomas Private Wealth
Arizona
$19.9M +$1.39M +17,244 +8%
DIP
231
DT Investment Partners
Pennsylvania
$19.9M +$795K +9,868 +4%
BP
232
Ballentine Partners
Massachusetts
$19.8M -$182K -2,260 -1%
EWM
233
Evercore Wealth Management
New York
$19.8M -$1.57M -19,444 -8%
GRP
234
Global Retirement Partners
California
$19.6M +$996K +12,368 +6%
RIS
235
Retirement Income Solutions
Michigan
$18.9M -$38.7K -480 -0.2%
VWA
236
Visionary Wealth Advisors
Illinois
$18.8M -$160K -1,988 -0.9%
VCS
237
Vaughan & Co Securities
New Jersey
$18.8M -$102K -1,260 -0.6%
BWA
238
Blodgett Wealth Advisors
California
$18.8M +$95.1K +1,180 +0.5%
MCWS
239
McKinley Carter Wealth Services
West Virginia
$18.7M -$168K -2,084 -0.9%
SMC
240
Smith, Moore & Co
Missouri
$18.6M +$2.13M +26,488 +14%
GIA
241
GHP Investment Advisors
Colorado
$18.5M -$97K -1,204 -0.5%
PWM
242
Proathlete Wealth Management
Florida
$18.5M +$940K +11,668 +6%
SAS
243
SMI Advisory Services
Indiana
$18.4M -$16.6M -206,032 -48%
OAM
244
Occidental Asset Management
California
$18.4M -$90.9K -1,128 -0.5%
SAG
245
SageView Advisory Group
California
$18.3M +$52.8M +655,640 +2,726%
SFG
246
Sunburst Financial Group
Alabama
$17.8M -$29K -360 -0.2%
RBC
247
Roble Belko & Company
Pennsylvania
$17.8M
AAS
248
Ameritas Advisory Services
Nebraska
$17.7M +$2.58M +31,960 +17%
FCP
249
Fidelis Capital Partners
Florida
$17.7M +$11M +137,048 +188%
SWM
250
Spire Wealth Management
Virginia
$17.7M +$64.8K +804 +0.4%

IWF Hedge Fund Activity: Q1 2024 in Review

1,962 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2024, worth a combined $67.9B — down 1.7% from $69.1B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new IWF positions and 99 closed out — a net gain of 35 holders — while 581 added to existing stakes and 790 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $340M. The largest seller was Morgan Stanley, cutting an estimated $7.92B.

  • 1,962 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2024, up from 1,957 in Q4 2023.
  • Funds reported $67.9B of iShares Russell 1000 Growth ETF stock for Q1 2024, down 1.7% quarter-over-quarter.
  • 134 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2024 and 99 closed out, a net change of +35 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $340M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $7.92B sold.

Based on aggregated 13F filings for Q1 2024.