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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
CHAM
301
Clear Harbor Asset Management
Connecticut
$12.2M +$77.7K +964 +0.7%
RhumbLine Advisers
302
RhumbLine Advisers
Massachusetts
$12.2M +$1.67M +20,676 +17%
BAMG
303
Brand Asset Management Group
Missouri
$12.2M -$197K -2,448 -2%
FWM
304
FMA Wealth Management
Massachusetts
$12.2M -$58.3K -724 -0.5%
CSPIA
305
Cary Street Partners Investment Advisory
Virginia
$12M +$1.27M +15,752 +12%
CFG
306
Clayton Financial Group
Missouri
$12M +$323K +4,004 +3%
Schroder Investment Management Group
307
Schroder Investment Management Group
United Kingdom
$12M +$11.5M +142,200 New
WB
308
West Bancorporation
Iowa
$11.8M -$345K -4,276 -3%
PCIA
309
Prime Capital Investment Advisors
Kansas
$11.6M +$5.21M +64,652 +89%
AWP
310
Accretive Wealth Partners
New Jersey
$11.6M +$447K +5,544 +4%
SEI Investments
311
SEI Investments
Pennsylvania
$11.5M +$3.05M +37,828 +38%
JFG
312
JMG Financial Group
Illinois
$11.3M -$565K -7,016 -5%
Franklin Resources
313
Franklin Resources
California
$11.1M -$1.23M -15,216 -10%
C
314
Certuity
Florida
$11.1M +$11.9K +148 +0.1%
RPWA
315
Regent Peak Wealth Advisors
Georgia
$11M -$1.12M -13,852 -10%
PBF
316
Petix & Botte Financial
California
$11M +$8.99M +111,604 +586%
DWM
317
Denver Wealth Management
Colorado
$11M +$3.86M +47,932 +58%
Jennison Associates
318
Jennison Associates
New York
$10.9M -$3.11M -38,568 -23%
Financial Engines Advisors
319
Financial Engines Advisors
California
$10.8M -$4.95M -61,476 -32%
WSFS
320
Wilmington Savings Fund Society
Delaware
$10.8M +$10.3M +128,304 New
PCM
321
Pointe Capital Management
Michigan
$10.8M +$910K +11,296 +10%
Loomis, Sayles & Company
322
Loomis, Sayles & Company
Massachusetts
$10.7M +$2.2M +27,304 +27%
GAG
323
GM Advisory Group
New York
$10.6M +$322 +4 +0%
PFS
324
Prospera Financial Services
Texas
$10.6M +$438K +5,432 +5%
PP
325
Prudential plc
United Kingdom
$10.5M -$5.59M -69,416 -36%

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.