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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
NCM
326
Narwhal Capital Management
Georgia
$10.4M +$860K +10,680 +9%
SFG
327
Sage Financial Group
Pennsylvania
$10.4M -$30.6K -380 -0.3%
VFA
328
Valeo Financial Advisors
Indiana
$10.4M -$143K -1,776 -1%
BCG
329
Breakwater Capital Group
New Jersey
$10.3M -$71.5K -888 -0.7%
TDWM
330
Topel & Distasi Wealth Management
California
$10.2M -$395K -4,904 -4%
CWM
331
Connecticut Wealth Management
Connecticut
$9.9M -$93.8K -1,164 -1%
OSAM
332
O'Shaughnessy Asset Management
Connecticut
$9.86M +$2.07M +25,636 +28%
PA
333
Procyon Advisors
Connecticut
$9.85M -$7.39M -91,680 -44%
ICM
334
IMS Capital Management
Oregon
$9.84M +$323K +4,008 +4%
IWM
335
IHT Wealth Management
Illinois
$9.8M +$410K +5,092 +5%
WLIM
336
White Lighthouse Investment Management
Massachusetts
$9.7M -$732K -9,084 -7%
HFA
337
Highland Financial Advisors
New Jersey
$9.7M
T. Rowe Price Associates
338
T. Rowe Price Associates
Maryland
$9.6M -$93.1K -1,156 -1%
CCWA
339
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.56M -$645K -8,008 -7%
HF
340
Halpern Financial
Virginia
$9.56M -$12.9K -160 -0.1%
BFG
341
Bleakley Financial Group
New Jersey
$9.51M -$206K -2,556 -2%
UFA
342
US Financial Advisors
Massachusetts
$9.5M +$50.9K +632 +0.6%
TFA
343
Tobias Financial Advisors
Florida
$9.49M -$230K -2,856 -2%
BB
344
Busey Bank
Illinois
$9.49M -$166K -2,056 -2%
FLPIM
345
F.L. Putnam Investment Management
Massachusetts
$9.49M +$43.5K +540 +0.5%
ATC
346
Argent Trust Co
Tennessee
$9.48M -$3.87K -48 -0%
OFS
347
Oldfather Financial Services
Nebraska
$9.44M -$180K -2,236 -2%
HR
348
Hardy Reed
Mississippi
$9.41M
FCA
349
FLC Capital Advisors
California
$9.39M -$180K -2,240 -2%
Bessemer Group
350
Bessemer Group
New Jersey
$9.34M -$317K -3,936 -3%

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.