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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
TI
351
Truepoint Inc
Ohio
$9.32M -$193K -2,392 -2%
TFCP
352
Twin Focus Capital Partners
Massachusetts
$9.32M
PPP
353
Private Portfolio Partners
New Jersey
$9.31M -$75.1K -932 -0.8%
MPM
354
Meritage Portfolio Management
Kansas
$9.29M -$12.9K -160 -0.1%
AIFAIM
355
American Institute for Advanced Investment Management
Arizona
$9.26M -$239K -2,972 -3%
PFP
356
Paragon Financial Partners
California
$9.01M -$91.2K -1,132 -1%
CF
357
Copperwynd Financial
Arizona
$8.94M +$294K +3,652 +4%
CVA
358
Central Valley Advisors
California
$8.93M -$495K -6,144 -5%
SC
359
Sapient Capital
Indiana
$8.87M -$26.4K -328 -0.3%
AF
360
Affiance Financial
Minnesota
$8.87M +$523K +6,492 +7%
AIA
361
Arbor Investment Advisors
North Carolina
$8.79M -$22.6K -280 -0.3%
BMCM
362
Bryn Mawr Capital Management
Pennsylvania
$8.77M -$1.78M -22,124 -18%
HCA
363
Heck Capital Advisors
Wisconsin
$8.76M +$891K +11,060 +12%
IWC
364
Integrated Wealth Concepts
Massachusetts
$8.74M +$441K +5,468 +6%
NF
365
Nikulski Financial
Iowa
$8.65M +$72.2K +896 +0.9%
BI
366
Ballast Inc
Kentucky
$8.64M -$47.1K -584 -0.6%
PFA
367
Pettinga Financial Advisors
Indiana
$8.58M -$586K -7,272 -7%
FTWA
368
Fifth Third Wealth Advisors
Ohio
$8.5M +$5.64M +69,972 +226%
AIM
369
Allen Investment Management
New York
$8.48M
AI
370
Atria Investments
North Carolina
$8.46M -$916K -11,372 -10%
GJWM
371
Gilliland Jeter Wealth Management
Arkansas
$8.44M +$8.7K +108 +0.1%
EAM
372
Eukles Asset Management
Ohio
$8.43M -$145K -1,804 -2%
WLPWM
373
Walled Lake Planning & Wealth Management
Illinois
$8.43M -$3.54K -44 -0%
VVP
374
Venture Visionary Partners
Ohio
$8.42M -$254K -3,156 -3%
RCIM
375
Red Cedar Investment Management
Michigan
$8.31M -$276K -3,428 -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.