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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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$440M -$5.33M -66,204 -1%
SF
27
Synovus Financial
Georgia
$437M +$6.12K +76 +0%
CWM
28
Circle Wealth Management
New Jersey
$434M +$322 +4 +0%
HighTower Advisors
29
HighTower Advisors
Illinois
$406M +$14.4M +178,964 +4%
GI
30
GLOBALT Investments
Georgia
$384M -$6.28M -77,964 -2%
US Bancorp
31
US Bancorp
Minnesota
$383M +$375K +4,660 +0.1%
Cerity Partners
32
Cerity Partners
New York
$280M +$325K +4,032 +0.1%
Corient Private Wealth
33
Corient Private Wealth
Florida
$263M -$4.79M -59,404 -2%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$258M -$5.46M -67,732 -2%
Prudential Financial
35
Prudential Financial
New Jersey
$255M -$50.8M -630,652 -17%
CAN
36
Cetera Advisor Networks
California
$250M +$22.5M +278,996 +10%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$246M -$4.08M -50,612 -2%
CIBC Private Wealth Group
38
CIBC Private Wealth Group
Georgia
$246M +$21.5M +266,464 +10%
Osaic Holdings
39
Osaic Holdings
Arizona
$234M -$54.2M -672,556 -19%
Citigroup
40
Citigroup
New York
$229M +$798K +9,908 +0.4%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$225M +$169M +2,097,368 +368%
WPW
42
Waldron Private Wealth
Pennsylvania
$215M -$14.1M -175,172 -6%
Comerica Bank
43
Comerica Bank
Texas
$213M +$10.6M +132,032 +6%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$211M -$44.3M -549,784 -18%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$206M +$2.41M +29,888 +1%
1SB
46
1ST Source Bank
Indiana
$203M -$1.75M -21,752 -0.9%
Mariner
47
Mariner
Kansas
$194M +$5.75M +71,332 +3%
JFGIW
48
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$193M +$3.25M +40,368 +2%
Two Sigma Investments
49
Two Sigma Investments
New York
$193M -$17.9M -222,400 -9%
WSTAM
50
Wilbanks Smith & Thomas Asset Management
Virginia
$191M -$1.89M -23,492 -1%

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.