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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
CCFM
601
Clear Creek Financial Management
Washington
$3.59M +$829K +10,284 +32%
IAN
602
Integrated Advisors Network
Texas
$3.58M -$1.56M -19,392 -31%
SWM
603
SilverOak Wealth Management
Minnesota
$3.57M +$8.06K +100 +0.2%
QCM
604
Quantinno Capital Management
New York
$3.56M +$626K +7,768 +22%
SWM
605
Segment Wealth Management
Texas
$3.55M +$67K +832 +2%
MFWP
606
Mosaic Family Wealth Partners
Missouri
$3.54M -$22.6K -280 -0.7%
AWM
607
AE Wealth Management
Kansas
$3.54M -$18M -222,916 -84%
AWMNH
608
Arcadia Wealth Management (New Hampshire)
New Hampshire
$3.54M -$174K -2,156 -5%
WB
609
WesBanco Bank
West Virginia
$3.53M +$307K +3,816 +10%
PFA
610
Pure Financial Advisors
California
$3.52M -$33.5K -416 -1%
UWM
611
USAdvisors Wealth Management
Minnesota
$3.51M -$103K -1,276 -3%
OWM
612
Olympus Wealth Management
Utah
$3.49M +$861K +10,684 +35%
WP
613
WealthShield Partners
North Carolina
$3.49M -$52.2K -648 -2%
PPWP
614
Premier Path Wealth Partners
New Jersey
$3.48M -$2.09M -25,896 -38%
CAAS
615
Capital Asset Advisory Services
Michigan
$3.48M +$82.2K +1,020 +3%
FCM
616
Family Capital Management
Michigan
$3.48M -$106K -1,316 -3%
TSW
617
Thompson Siegel & Walmsley
Virginia
$3.47M
NFC
618
Northeast Financial Consultants
Connecticut
$3.46M
DPI
619
Diversified Portfolios Inc
Michigan
$3.46M -$83.5K -1,036 -2%
I2I
620
Insight 2811 Inc
Illinois
$3.45M -$32.2K -400 -1%
WTC
621
WhitTier Trust Company
Nevada
$3.45M
KFI
622
Key Financial Inc
Pennsylvania
$3.43M -$19K -236 -0.6%
AAM
623
AMI Asset Management
California
$3.42M -$47.3M -586,632 -94%
HWA
624
Hillcrest Wealth Advisors
New Jersey
$3.42M -$113K -1,400 -3%
SCA
625
Stonebridge Capital Advisors
Minnesota
$3.41M +$347K +4,312 +12%

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.