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iShares Russell 1000 Growth ETF
IWF

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: 199 → 204 (+5)

0% more funds holding

Funds holding: 1,957 → 1,962 (+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

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$340M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$169M
3
Ameriprise
Ameriprise
Minnesota
+$122M
4
M&T Bank
M&T Bank
New York
+$87M
5
BlackRock
BlackRock
New York
+$78.2M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$7.92B
2
Bank of America
Bank of America
North Carolina
-$632M
3
Polen Capital Management
Polen Capital Management
Florida
-$109M
4
RJA
Raymond James & Associates
Florida
-$85.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$80.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
876
Merit Financial Group
Georgia
$1.58M +$369K +4,584 +32%
WCWM
877
Willow Creek Wealth Management
California
$1.57M -$47.4K -588 -3%
VCP
878
Verus Capital Partners
Arizona
$1.57M -$22.6K -280 -1%
LSAG
879
Lake Street Advisors Group
New Hampshire
$1.57M -$58.3K -724 -4%
RB
880
Renasant Bank
Mississippi
$1.56M -$37.1K -460 -2%
IF
881
Ironwood Financial
Arizona
$1.56M -$16.1K -200 -1%
TTWM
882
TCV Trust & Wealth Management
Virginia
$1.56M -$23.5K -292 -2%
SCM
883
Sage Capital Management
New Jersey
$1.55M +$1.29K +16 +0.1%
MFG
884
Magnus Financial Group
New York
$1.55M +$27.4K +340 +2%
ECM
885
Evergreen Capital Management
Washington
$1.55M -$95.4K -1,184 -6%
AIS
886
American Investment Services
Massachusetts
$1.55M – – –
WT
887
Washington Trust
Rhode Island
$1.54M +$115K +1,428 +8%
GCM
888
Gallacher Capital Management
Colorado
$1.54M -$11.9K -148 -0.8%
B
889
Bensler
Washington
$1.54M +$6.12K +76 +0.4%
NIM
890
Northeast Investment Management
Massachusetts
$1.54M – – –
SWM
891
Selective Wealth Management
Virginia
$1.52M +$1.47M +18,288 New
VT
892
Vise Technologies
New York
$1.52M +$137K +1,704 +10%
CC
893
Courier Capital
New York
$1.51M -$64.5K -800 -4%
CWM
894
Castle Wealth Management
Florida
$1.51M -$4.83K -60 -0.3%
QCG
895
Quadrant Capital Group
Ohio
$1.51M -$15.1K -188 -1%
CPA
896
Cardiff Park Advisors
California
$1.51M +$967 +12 +0.1%
CFP
897
Cascade Financial Partners
California
$1.51M +$1.47M +18,188 New
BFC
898
Bedel Financial Consulting
Indiana
$1.51M – – –
CAM
899
Cidel Asset Management
Ontario, Canada
$1.51M – – –
FWIA
900
Fort Washington Investment Advisors
Ohio
$1.51M – – –
34 35
36
37 38

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.