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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
HSA
276
HBK Sorce Advisory
Pennsylvania
$14.2M +$163K +2,028 +1%
GVAG
277
Great Valley Advisor Group
Delaware
$14.1M +$129K +1,596 +1%
SDWMA
278
Schneider Downs Wealth Management Advisors
Pennsylvania
$14.1M -$298K -3,696 -2%
SCG
279
Sonata Capital Group
Washington
$13.9M +$637K +7,904 +5%
AO
280
Advisor OS
Illinois
$13.9M +$866K +10,752 +7%
NA
281
Nottingham Advisors
New York
$13.9M -$1.22M -15,144 -8%
CFGF
282
Compass Financial Group (Florida)
Florida
$13.8M +$28.4K +352 +0.2%
PI
283
PFG Investments
New York
$13.7M +$12.4M +154,128 +1,713%
BPGAM
284
BTG Pactual Global Asset Management
Bermuda
$13.7M +$13.9M +173,120 New
NF
285
Nvest Financial
New Hampshire
$13.7M +$475K +5,900 +4%
DWM
286
Dakota Wealth Management
Florida
$13.6M -$851K -10,564 -6%
CIA
287
Choate Investment Advisors
Massachusetts
$13.4M -$73.2K -908 -0.6%
VIA
288
Vantagepoint Investment Advisers
District of Columbia
$13.3M -$11.3M -140,680 -47%
BWM
289
Brickley Wealth Management
California
$13.1M -$179K -2,216 -1%
WT
290
Whittier Trust
California
$13.1M +$2.43M +30,200 +24%
MA
291
MJP Associates
Connecticut
$13M +$2.1M +26,032 +20%
CRC
292
Curi RMB Capital
Illinois
$13M -$25.1K -312 -0.2%
IP
293
Investment Partners
Ohio
$12.8M -$445K -5,520 -4%
National Bank of Canada
294
National Bank of Canada
Quebec, Canada
$12.7M -$2.64M -32,812 -18%
American Century Companies
295
American Century Companies
Missouri
$12.6M -$4.57M -56,756 -27%
SWP
296
Stratos Wealth Partners
Ohio
$12.6M -$185K -2,300 -2%
Vanguard Group
297
Vanguard Group
Pennsylvania
$12.4M -$497K -6,168 -4%
CPRC
298
Consolidated Portfolio Review Corp
New York
$12.4M -$787K -9,768 -6%
OWA
299
One Wealth Advisors
California
$12.3M -$1.07M -13,256 -8%
IFPG
300
Intrepid Financial Planning Group
Indiana
$12.3M +$26.1K +324 +0.2%

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.