We are live on ! Find out more
IWF icon

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
OFG
676
Oxford Financial Group
Indiana
$2.98M +$17.1K +212 +0.6%
FHA
677
Flagship Harbor Advisors
Massachusetts
$2.97M +$164K +2,040 +6%
CFG
678
Citizens Financial Group
Rhode Island
$2.97M +$515K +6,388 +22%
JA
679
JVL Associates
Michigan
$2.96M -$17.4K -216 -0.6%
AEPWM
680
Atlantic Edge Private Wealth Management
Florida
$2.95M +$11.3K +140 +0.4%
ZIM
681
Zacks Investment Management
Illinois
$2.95M -$6.17M -76,548 -69%
CFS
682
CRA Financial Services
New Jersey
$2.95M +$16.8K +208 +0.6%
CAC
683
Certified Advisory Corp
Florida
$2.94M -$109K -1,348 -4%
MWA
684
Monograph Wealth Advisors
California
$2.94M
HS
685
Horan Securities
United States
$2.93M -$105K -1,300 -4%
MWM
686
Meridian Wealth Management
Kentucky
$2.89M +$24.8K +308 +0.9%
TWP
687
Total Wealth Planning
Ohio
$2.89M -$438K -5,436 -14%
VW
688
Vance Wealth
California
$2.89M -$27.7K -344 -1%
HGERS
689
Householder Group Estate & Retirement Specialist
Arizona
$2.87M +$50K +620 +2%
DWM
690
Darwin Wealth Management
Florida
$2.87M +$54.8K +680 +2%
LWCFA
691
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.86M -$862K -10,700 -23%
CIA
692
Capital Investment Advisors
Georgia
$2.86M -$72.5K -900 -3%
JHCP
693
Jackson Hole Capital Partners
Oklahoma
$2.85M +$38K +472 +1%
FUBT
694
First United Bank & Trust
Maryland
$2.84M -$53.2K -660 -2%
TW
695
Towerpoint Wealth
California
$2.84M -$90.2K -1,120 -3%
JPG
696
Jordan Park Group
California
$2.8M
AL
697
Aspiriant LLC
California
$2.8M -$11.3K -140 -0.4%
EWA
698
Etesian Wealth Advisors
Oregon
$2.79M -$13.9K -172 -0.5%
PIA
699
Perennial Investment Advisors
California
$2.78M -$1.5M -18,660 -36%
GT
700
Glenview Trust
Kentucky
$2.78M +$33.2K +412 +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.