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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
VC
726
Veracity Capital
Georgia
$2.58M -$326K -4,044 -12%
ST
727
Sabal Trust
Florida
$2.57M +$291K +3,608 +13%
MA
728
MONECO Advisors
Connecticut
$2.56M -$50.3K -624 -2%
BIA
729
Biondo Investment Advisors
Pennsylvania
$2.55M -$2.26K -28 -0.1%
CA
730
Crewe Advisors
Utah
$2.54M -$209K -2,600 -8%
CT
731
Caldwell Trust
Florida
$2.54M
RVPG
732
Relative Value Partners Group
$2.53M
RSWA
733
Robinson Smith Wealth Advisors
Maine
$2.52M
QCM
734
QRG Capital Management
Illinois
$2.51M -$695K -8,628 -22%
DFA
735
DHK Financial Advisors
New Hampshire
$2.51M
KFA
736
Kapstone Financial Advisors
Ohio
$2.51M -$5.48K -68 -0.2%
RIA
737
Regal Investment Advisors
Michigan
$2.5M -$16.4K -204 -0.7%
WS
738
Wedbush Securities
California
$2.5M +$332K +4,120 +16%
MWA
739
Meridian Wealth Advisors
Texas
$2.49M -$12.6K -156 -0.5%
MWM
740
Merriman Wealth Management
Washington
$2.48M -$162K -2,008 -6%
AIP
741
Almanack Investment Partners
Pennsylvania
$2.48M -$22.6K -280 -0.9%
LFG
742
Larson Financial Group
Missouri
$2.46M +$1.7M +21,076 +261%
AFFA
743
ALM First Financial Advisors
Texas
$2.46M
SC
744
Stephens Consulting
Michigan
$2.45M
PA
745
PFG Advisors
Arizona
$2.44M +$317K +3,936 +16%
EPA
746
Element Pointe Advisors
Florida
$2.44M
GTAM
747
Global Trust Asset Management
Florida
$2.43M -$96K -1,192 -4%
TCA
748
Transcend Capital Advisors
New Jersey
$2.42M +$158K +1,960 +7%
GC
749
Grimes & Company
Massachusetts
$2.41M -$15.5K -192 -0.7%
BFA
750
Beaumont Financial Advisors
Massachusetts
$2.4M +$24.2K +300 +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.