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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
BFM
476
Boston Financial Management
Massachusetts
$5.81M -$381K -4,724 -6%
FA
477
Financial Advisors
Massachusetts
$5.78M -$77.7K -964 -1%
ITIM
478
Indiana Trust & Investment Management
Indiana
$5.78M
TBWA
479
Three Bridge Wealth Advisors
California
$5.77M +$51.6K +640 +0.9%
PWM
480
Perigon Wealth Management
California
$5.76M +$599K +7,436 +12%
PA
481
Pinnacle Associates
New York
$5.75M +$66.4K +824 +1%
NCM
482
Next Capital Management
New York
$5.71M +$15.1K +188 +0.3%
MAA
483
Matrix Asset Advisors
New York
$5.65M +$467K +5,800 +9%
DCM
484
Dimension Capital Management
Florida
$5.62M +$545K +6,768 +11%
OWM
485
Opes Wealth Management
California
$5.62M +$322 +4 +0%
CWA
486
Cornerstone Wealth Advisors
Minnesota
$5.61M -$487K -6,040 -8%
BCM
487
Brookstone Capital Management
Illinois
$5.56M -$86K -1,068 -2%
IA
488
IFG Advisory
Georgia
$5.55M +$72.2K +896 +1%
MC
489
Mathes Company
New York
$5.51M
TLA
490
Tanglewood Legacy Advisors
Texas
$5.45M -$37.1K -460 -0.7%
New York State Common Retirement Fund
491
New York State Common Retirement Fund
New York
$5.43M +$5.19M +64,400 New
SWA
492
Stratos Wealth Advisors
Ohio
$5.37M +$760K +9,436 +17%
ARG
493
Advisory Resource Group
Oklahoma
$5.36M -$58K -720 -1%
NEPWA
494
New England Private Wealth Advisors
Massachusetts
$5.36M +$5.16K +64 +0.1%
Millennium Management
495
Millennium Management
New York
$5.34M -$4.24M -52,572 -45%
AIM
496
Avity Investment Management
Connecticut
$5.31M -$395K -4,908 -7%
TNA
497
True North Advisors
Texas
$5.26M -$359K -4,456 -7%
CCM
498
Canal Capital Management
Virginia
$5.2M +$4.19K +52 +0.1%
CPG
499
Cornerstone Planning Group
New Jersey
$5.13M +$252K +3,124 +5%
EIP
500
Ellis Investment Partners
Pennsylvania
$5.1M -$31.6K -392 -0.6%

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.