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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
ETIA
626
Epic Trust Investment Advisors
Washington
$3.4M +$232K +2,876 +8%
EAM
627
Evanson Asset Management
California
$3.39M +$2.26K +28 +0.1%
LIM
628
Leavell Investment Management
Alabama
$3.39M -$103K -1,276 -3%
FDDB
629
Fidelity D&D Bancorp
Pennsylvania
$3.38M +$246K +3,052 +8%
AA
630
Apriem Advisors
California
$3.37M
RMDI
631
R.M. Davis Inc
Maine
$3.36M +$202K +2,508 +7%
SMA
632
Sage Mountain Advisors
Georgia
$3.36M
LFGO
633
Legacy Financial Group (Oklahoma)
Oklahoma
$3.36M +$144K +1,788 +5%
BA
634
Brightwater Advisory
Florida
$3.34M +$8.38K +104 +0.3%
JIC
635
Joel Isaacson & Co
New York
$3.31M +$766K +9,504 +32%
X
636
Xponance
Pennsylvania
$3.3M -$3.06M -38,036 -49%
BTI
637
Blue Trust Inc
Georgia
$3.29M -$1.18M -14,664 -27%
SPC
638
Spirepoint Private Client
Florida
$3.29M +$3.14M +39,004 New
SC
639
Sierra Capital
Florida
$3.27M +$3.13M +38,872 New
WCA
640
Waypoint Capital Advisors
Minnesota
$3.27M -$20.6K -256 -0.7%
BWCS
641
Beirne Wealth Consulting Services
Connecticut
$3.27M -$44.5K -552 -1%
Winslow Capital Management
642
Winslow Capital Management
Minnesota
$3.27M -$4.54M -56,368 -59%
CPIG
643
Chicago Partners Investment Group
Illinois
$3.26M +$325K +4,036 +11%
KWA
644
Kingswood Wealth Advisors
California
$3.24M +$413K +5,128 +15%
FWP
645
FAS Wealth Partners
Kansas
$3.23M -$137K -1,700 -4%
IFG
646
Independent Financial Group
California
$3.22M +$302K +3,748 +11%
CG
647
Caprock Group
Idaho
$3.22M +$967 +12 +0%
CWM
648
Calamos Wealth Management
Illinois
$3.21M -$79.9K -992 -3%
CF
649
Corrigan Financial
Rhode Island
$3.2M -$25.8K -320 -0.8%
GWWM
650
Great Waters Wealth Management
Minnesota
$3.16M -$245K -3,040 -7%

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.