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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
EH
76
Equitable Holdings
New York
$104M -$19M -235,308 -16%
PAG
77
Private Advisor Group
New Jersey
$100M -$9.03M -112,084 -9%
MWM
78
Modera Wealth Management
New Jersey
$96M -$484K -6,004 -0.5%
MGIA
79
Moneta Group Investment Advisors
Missouri
$92.2M +$19M +235,340 +27%
SI
80
Stephens Inc
Arkansas
$91.6M +$3.25M +40,316 +4%
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$89.8M +$34.6M +429,532 +67%
SQA
82
Simon Quick Advisors
New Jersey
$88.2M +$9.12M +113,168 +12%
KeyBank National Association
83
KeyBank National Association
Ohio
$81.8M -$5.25M -65,136 -6%
IC
84
IEQ Capital
California
$81.4M +$2.32M +28,816 +3%
Bank of Nova Scotia
85
Bank of Nova Scotia
Ontario, Canada
$77.2M
CMA
86
Cedar Mountain Advisors
Oregon
$77.1M -$347K -4,304 -0.5%
TA
87
TruWealth Advisors
Louisiana
$76.5M +$928K +11,516 +1%
CWS
88
Confluence Wealth Services
Pennsylvania
$76.2M +$10.1M +125,864 +16%
MCM
89
MV Capital Management
Maryland
$75M -$2.55M -31,700 -3%
Allspring Global Investments
90
Allspring Global Investments
North Carolina
$73.2M -$2.74M -34,004 -4%
Wellington Management Group
91
Wellington Management Group
Massachusetts
$72.8M -$27.8M -344,700 -29%
FBFS
92
First Business Financial Services
Wisconsin
$71.7M +$233K +2,896 +0.3%
NA
93
NewEdge Advisors
Louisiana
$70.7M +$27.9M +345,704 +70%
SPIA
94
Steward Partners Investment Advisory
New York
$70.5M -$4.23M -52,500 -6%
Jones Financial Companies
95
Jones Financial Companies
Missouri
$68.2M +$419K +5,204 +0.6%
BPA
96
Beacon Pointe Advisors
California
$67.7M +$7.39M +91,676 +13%
MFIM
97
Mesirow Financial Investment Management
Illinois
$67.1M +$7.17M +89,052 +13%
BAAM
98
Baker Avenue Asset Management
California
$64.8M +$1.12M +13,920 +2%
Barclays
99
Barclays
United Kingdom
$63.9M -$17.1M -212,080 -22%
SGAM
100
Stephens Group Asset Management
Arkansas
$62.8M +$623K +7,728 +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.