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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
CB
651
Centennial Bank
Arkansas
$3.15M +$1.32M +16,432 +78%
MM
652
Meridian Management
Arkansas
$3.15M
SWM
653
Sendero Wealth Management
Texas
$3.14M -$164K -2,036 -5%
ML
654
Mayport LLC
Massachusetts
$3.13M
WDG
655
Wealth Dimensions Group
Ohio
$3.13M -$76.1K -944 -2%
TCM
656
Towercrest Capital Management
Pennsylvania
$3.13M -$62.5K -776 -2%
CWM
657
Cahaba Wealth Management
Georgia
$3.12M -$41.6K -516 -1%
BFG
658
Baron Financial Group
New Jersey
$3.11M -$307K -3,808 -9%
WA
659
Wealthstream Advisors
New York
$3.09M
ACA
660
Aptus Capital Advisors
Alabama
$3.08M +$2.02M +25,048 +219%
SHJ
661
Sharkey, Howes & Javer
Colorado
$3.07M -$285K -3,536 -9%
CFO
662
Custos Family Office
Texas
$3.07M -$154K -1,916 -5%
MOS
663
MGO One Seven
Ohio
$3.07M -$189K -2,348 -6%
LWL
664
Leo Wealth LLC
Texas
$3.06M -$8.7K -108 -0.3%
PTC
665
Private Trust Company
Ohio
$3.05M +$128K +1,584 +5%
HCM
666
Howland Capital Management
Massachusetts
$3.05M
IAIM
667
International Assets Investment Management
Florida
$3.04M +$40.6K +504 +1%
TC
668
TownSquare Capital
Utah
$3.04M +$267K +3,320 +10%
JFG
669
Jefferies Financial Group
New York
$3.04M -$455K -5,648 -14%
GPA
670
Guidance Point Advisors
Massachusetts
$3.02M +$1.06M +13,216 +58%
BAM
671
Belpointe Asset Management
Nevada
$3.02M +$1.22M +15,092 +73%
QWP
672
Quotient Wealth Partners
Texas
$3.02M -$76.1K -944 -3%
FTUS
673
Flow Traders U.S.
New York
$3.02M -$1.02M -12,696 -26%
SCM
674
SOL Capital Management
Maryland
$3M -$37.1K -460 -1%
FWM
675
Fairhaven Wealth Management
Illinois
$2.99M

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.