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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
BBPWM
926
Blue Bell Private Wealth Management
Pennsylvania
$1.4M -$16.4K -204 -1%
POIA
927
Pin Oak Investment Advisors
Texas
$1.4M +$30.3K +376 +2%
PP
928
PrairieView Partners
Minnesota
$1.4M -$68K -844 -5%
RFG
929
RFP Financial Group
Georgia
$1.39M -$185K -2,296 -12%
FMN
930
Financial Management Network
California
$1.39M -$322 -4 -0%
GI
931
GAMMA Investing
California
$1.38M +$724K +8,988 +121%
NRI
932
NFP Retirement Inc
California
$1.38M -$83.8K -1,040 -6%
KCM
933
Kanawha Capital Management
Virginia
$1.38M -$3.22K -40 -0.2%
AFTS
934
American Financial & Tax Strategies
New York
$1.37M -$83.5K -1,036 -6%
FHB
935
First Hawaiian Bank
Hawaii
$1.37M -$59K -732 -4%
CA
936
CoreCap Advisors
Michigan
$1.36M +$714K +8,868 +121%
AWM
937
Avior Wealth Management
Nebraska
$1.36M +$185K +2,296 +17%
GLA
938
Good Life Advisors
Pennsylvania
$1.35M -$60.3K -748 -4%
WF
939
Welch & Forbes
Massachusetts
$1.35M -$189K -2,340 -13%
SFA
940
Seneca Financial Advisors
New York
$1.35M +$322 +4 +0%
LWANC
941
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.34M +$59.3K +736 +5%
EIA
942
Edgemoor Investment Advisors
Maryland
$1.34M
SCM
943
Schnieders Capital Management
California
$1.34M
MSAM
944
Moloney Securities Asset Management
Missouri
$1.34M -$21.9K -272 -2%
SSWM
945
Sheets Smith Wealth Management
North Carolina
$1.34M +$3.22K +40 +0.3%
BIA
946
BHK Investment Advisors
Alabama
$1.33M +$425K +5,280 +50%
OHWP
947
Oak Harbor Wealth Partners
North Carolina
$1.33M -$17.4K -216 -1%
FPTW
948
Franklin, Parlapiano, Turner & Welch
Texas
$1.33M
FSA
949
Financial Sense Advisors
California
$1.33M +$225K +2,796 +22%
TAM
950
Tocqueville Asset Management
New York
$1.33M -$54.8K -680 -4%

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.