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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
AG
401
AlTi Global
New York
$7.58M -$39.3K -488 -0.5%
NAM
402
NTV Asset Management
West Virginia
$7.58M +$579K +7,184 +9%
CHC
403
City Holding Co
West Virginia
$7.57M -$203K -2,516 -3%
GSIS
404
Global Strategic Investment Solutions
Arizona
$7.55M +$226K +2,808 +3%
TCWM
405
Total Clarity Wealth Management
Illinois
$7.52M +$382K +4,736 +6%
OC
406
Oarsman Capital
Wisconsin
$7.38M +$1.31M +16,212 +23%
SI
407
Saxon Interests
Texas
$7.37M -$42.2K -524 -0.6%
RA
408
Ruggaard & Associates
Ohio
$7.25M +$10.6K +132 +0.2%
GBT
409
Grove Bank & Trust
Florida
$7.2M
SC
410
Sepio Capital
Utah
$7.14M -$2.14M -26,600 -24%
CTC
411
Central Trust Company
Missouri
$7.12M -$85.4K -1,060 -1%
AWA
412
Aaron Wealth Advisors
Illinois
$7.12M +$322 +4 +0%
MSWMA
413
Market Street Wealth Management Advisors
Indiana
$7.06M -$90.2K -1,120 -1%
GC
414
Gratus Capital
Georgia
$7.02M -$150K -1,860 -2%
GIA
415
Gladstone Institutional Advisory
Florida
$7M -$502K -6,232 -7%
Neuberger Berman Group
416
Neuberger Berman Group
New York
$6.99M -$3.02M -37,444 -31%
JWCA
417
J.W. Cole Advisors
Florida
$6.97M +$385K +4,784 +6%
SLT
418
St Louis Trust
Missouri
$6.97M +$333K +4,136 +5%
KDA
419
Kraft Davis & Associates
Missouri
$6.96M -$1.22M -15,184 -16%
EWM
420
EPG Wealth Management
Georgia
$6.95M +$14.2K +176 +0.2%
SVWAG
421
Sound View Wealth Advisors Group
Georgia
$6.94M -$815K -10,116 -11%
SYBT
422
Stock Yards Bank & Trust
Kentucky
$6.89M +$408K +5,068 +7%
WIA
423
Wetzel Investment Advisors
Indiana
$6.8M +$198K +2,456 +3%
GIM
424
Goelzer Investment Management
Indiana
$6.8M +$3.36M +41,732 +107%
AWA
425
Arete Wealth Advisors
Illinois
$6.79M +$16.4K +204 +0.3%

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.