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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
CV
426
Counterweight Ventures
North Carolina
$6.76M -$844K -10,476 -12%
PWA
427
Provenance Wealth Advisors
Florida
$6.76M +$131K +1,632 +2%
BCM
428
BluePointe Capital Management
California
$6.76M +$393K +4,872 +6%
NG
429
Northstar Group
New York
$6.76M -$16.1K -200 -0.2%
1WM
430
1900 Wealth Management
Texas
$6.72M -$50.6K -628 -0.8%
NB
431
Nicolet Bankshares
Wisconsin
$6.69M +$13.2K +164 +0.2%
LC
432
Landaas & Company
Wisconsin
$6.69M +$77.7K +964 +1%
EFG
433
Ethos Financial Group
Pennsylvania
$6.68M +$6.39M +79,256 New
WWM
434
Western Wealth Management
Colorado
$6.66M +$3.15M +39,088 +98%
LBC
435
Lowe Brockenbrough & Co
Virginia
$6.63M -$298K -3,696 -4%
CCM
436
Colorado Capital Management
Colorado
$6.57M -$96.7K -1,200 -2%
SHWM
437
Smith & Howard Wealth Management
Georgia
$6.55M -$452K -5,616 -7%
CWM
438
Chicago Wealth Management
Illinois
$6.53M +$129K +1,604 +2%
GC
439
Garde Capital
Washington
$6.53M -$71.5K -888 -1%
WJA
440
Willis Johnson & Associates
Texas
$6.52M +$153K +1,904 +3%
CA
441
Cornerstone Advisory
Maryland
$6.49M +$162K +2,016 +3%
PA
442
Parallel Advisors
California
$6.47M -$388K -4,816 -6%
MA
443
Mutual Advisors
Nebraska
$6.46M +$132K +1,640 +2%
NLP
444
Next Level Private
New York
$6.46M -$136K -1,684 -2%
BSHC
445
Breed's Hill Capital
Massachusetts
$6.45M
AWM
446
Apollon Wealth Management
South Carolina
$6.45M +$561K +6,960 +10%
FWTB
447
First Western Trust Bank
Colorado
$6.44M -$109K -1,356 -2%
FMWA
448
Forvis Mazars Wealth Advisors
Missouri
$6.44M +$438K +5,440 +8%
DFS
449
Dixon Fnancial Services
California
$6.43M
BWA
450
Beam Wealth Advisors
Louisiana
$6.42M -$22.9K -284 -0.4%

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.