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
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$171M -$21M -260,672 -11%
SWPG
52
Strategic Wealth Partners Group
Illinois
$169M +$1.12M +13,848 +0.7%
CAM
53
Cresset Asset Management
Illinois
$168M +$4.72M +58,604 +3%
MML Investors Services
54
MML Investors Services
Massachusetts
$167M -$5.66M -70,220 -3%
RFC
55
Regions Financial Corp
Alabama
$167M -$2.48M -30,816 -2%
CB
56
Commerce Bank
Missouri
$157M -$4.69M -58,176 -3%
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$156M -$5.69M -70,592 -4%
CL
58
Choreo LLC
Illinois
$151M +$3.46M +42,988 +2%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$149M -$30.4M -377,232 -18%
Creative Planning
60
Creative Planning
Kansas
$148M +$3.38M +41,916 +2%
SCA
61
STALEY CAPITAL ADVISERS
Pennsylvania
$145M -$1.25M -15,532 -0.9%
CFB
62
Cullen/Frost Bankers
Texas
$144M +$21.3M +264,012 +18%
AIA
63
Alera Investment Advisors
Illinois
$144M -$14.2M -176,316 -9%
Two Sigma Advisers
64
Two Sigma Advisers
New York
$142M -$1.26M -15,600 -0.9%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$133M -$58.7K -728 -0%
OC
66
Oakworth Capital
Alabama
$128M -$16.8M -208,656 -12%
MCM
67
MAI Capital Management
Ohio
$123M +$1.85M +23,016 +2%
DADC
68
D.A. Davidson & Co
Montana
$122M -$7.7M -95,628 -6%
SP
69
Stairway Partners
Illinois
$119M +$18.4M +228,872 +19%
CA
70
Cetera Advisors
Colorado
$117M +$6.89M +85,512 +7%
SAM
71
Silvercrest Asset Management
New York
$116M -$399K -4,952 -0.4%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$113M +$3.1M +38,416 +3%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$111M -$7.98M -98,996 -7%
BCI
74
Brinker Capital Investments
Pennsylvania
$106M -$16.5M -205,316 -14%
OPS
75
Orion Portfolio Solutions
Nebraska
$106M -$16.5M -205,316 -14%

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.