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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
GWMR
801
GC Wealth Management RIA
Massachusetts
$2.08M +$1.73M +21,420 +657%
GF
802
Gries Financial
Ohio
$2.08M -$8.38K -104 -0.4%
BMC
803
Beaton Management Company
Massachusetts
$2.08M
SFM
804
Signet Financial Management
New Jersey
$2.07M +$645 +8 +0%
BCM
805
Becker Capital Management
Oregon
$2.06M -$6.12K -76 -0.3%
FC
806
Forte Capital
New York
$1.96M -$2.58K -32 -0.1%
NFG
807
Norris Financial Group
South Carolina
$1.95M -$356K -4,424 -16%
CWM
808
Cornerstone Wealth Management
Missouri
$1.95M -$23.5K -292 -1%
BFO
809
Biltmore Family Office
North Carolina
$1.95M +$90.2K +1,120 +5%
SIA
810
SkyView Investment Advisors
New Jersey
$1.95M -$42.9K -532 -2%
SIC
811
Sterling Investment Counsel
New York
$1.94M -$84.8K -1,052 -4%
RRA
812
Round Rock Advisors
Connecticut
$1.93M +$127K +1,572 +7%
TD Asset Management
813
TD Asset Management
Ontario, Canada
$1.92M -$36.1K -448 -2%
AGP
814
Autumn Glory Partners
Texas
$1.92M
ASC
815
Atalanta Sosnoff Capital
New York
$1.92M +$687K +8,532 +60%
CWM
816
CCG Wealth Management
California
$1.9M -$36.1K -448 -2%
CT
817
Colonial Trust
South Carolina
$1.9M -$123K -1,532 -6%
CA
818
Cullinan Associates
Kentucky
$1.89M
NRC
819
New Republic Capital
North Carolina
$1.87M
OCM
820
Objective Capital Management
Ohio
$1.86M -$74.8K -928 -4%
IAG
821
Investment Advisory Group
Massachusetts
$1.85M +$45.4K +564 +3%
MYIA
822
Mount Yale Investment Advisors
Colorado
$1.85M -$336K -4,168 -16%
AIC
823
Archer Investment Corporation
Indiana
$1.84M -$15.5K -192 -0.9%
NPT
824
National Philanthropic Trust
Pennsylvania
$1.83M -$2.17M -26,924 -55%
CWP
825
Cyndeo Wealth Partners
Florida
$1.83M -$1.2M -14,868 -41%

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.