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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
CWP
451
CFM Wealth Partners
Texas
$6.41M -$1.29K -16 -0%
TWP
452
TFO Wealth Partners
Ohio
$6.38M -$436K -5,416 -7%
SHF
453
Stage Harbor Financial
Massachusetts
$6.31M
HCA
454
Harbour Capital Advisors
Virginia
$6.3M -$47.1K -584 -0.8%
PGFC
455
Peapack-Gladstone Financial Corp
New Jersey
$6.28M -$181K -2,248 -3%
AA
456
Alesco Advisors
New York
$6.26M -$25.8K -320 -0.4%
OAM
457
Oppenheimer Asset Management
New York
$6.24M -$13.1M -162,804 -69%
CA
458
Claro Advisors
Massachusetts
$6.15M +$5.41M +67,196 +1,158%
TWM
459
Tolleson Wealth Management
Texas
$6.14M -$99.6K -1,236 -2%
BWM
460
BCGM Wealth Management
Indiana
$6.11M +$5.44M +67,512 +1,351%
R
461
Rebalance
California
$6.11M +$120K +1,484 +2%
FFM
462
Forum Financial Management
Illinois
$6.09M -$458K -5,680 -7%
MWP
463
MYCIO Wealth Partners
Pennsylvania
$6.09M -$288K -3,572 -5%
CIS
464
Custom Index Systems
New York
$6M -$6.12K -76 -0.1%
Mirae Asset Global Investments
465
Mirae Asset Global Investments
South Korea
$6M +$492K +6,112 +9%
KWM
466
Kingsview Wealth Management
Oregon
$6M +$164K +2,032 +3%
SF
467
Summit Financial
New Jersey
$6M +$428K +5,316 +8%
CWA
468
CJM Wealth Advisers
Virginia
$5.94M +$186K +2,308 +3%
OS
469
Objectivity Squared
South Carolina
$5.92M +$288K +3,572 +5%
AF
470
Apexium Financial
Texas
$5.88M -$3.73M -46,240 -40%
DAS
471
Dynamic Advisor Solutions
Arizona
$5.88M +$24.2K +300 +0.4%
DFA
472
DHJJ Financial Advisors
Illinois
$5.87M -$58K -720 -1%
O3W
473
Omni 360 Wealth
New Jersey
$5.83M +$65.1K +808 +1%
FNBT
474
FineMark National Bank & Trust
Florida
$5.82M -$1.42M -17,660 -20%
RFWA
475
RPg Family Wealth Advisory
Massachusetts
$5.82M +$226K +2,800 +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.