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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
BA
976
Ballast Advisors
Minnesota
$1.24M +$151K +1,876 +15%
GFS
977
GYL Financial Synergies
Connecticut
$1.24M +$33.2K +412 +3%
EL
978
EWA LLC
Pennsylvania
$1.24M -$9.67K -120 -0.8%
ES
979
Eagle Strategies
New York
$1.24M -$2.79M -34,652 -70%
HFS
980
Heritage Financial Services
Massachusetts
$1.24M
PSCM
981
Per Stirling Capital Management
Texas
$1.23M -$146K -1,812 -11%
AAP
982
Arax Advisory Partners
Colorado
$1.22M -$36.4K -452 -3%
PWP
983
Perfromance Wealth Partners
Illinois
$1.22M -$70.9K -880 -6%
Betterment LLC
984
Betterment LLC
New York
$1.22M -$51.2K -636 -4%
JSW
985
Journey Strategic Wealth
New Jersey
$1.22M +$1.17M +14,472 New
ODG
986
O'Dell Group
Ohio
$1.22M +$3.22K +40 +0.3%
ACS
987
Archford Capital Strategies
Illinois
$1.21M
WWS
988
Wellington Wealth Strategies
Indiana
$1.21M +$1.16M +14,400 New
Janus Henderson Group
989
Janus Henderson Group
United Kingdom
$1.21M -$1.09M -13,504 -48%
GRA
990
Golden Road Advisors
Florida
$1.21M -$15.5K -192 -1%
GI
991
GAMCO Investors
Connecticut
$1.21M
WHG
992
Westwood Holdings Group
Texas
$1.21M +$35.8K +444 +3%
CAM
993
Congress Asset Management
Massachusetts
$1.2M -$11.9M -147,248 -91%
GSAM
994
Grant Street Asset Management
Pennsylvania
$1.2M -$10.3K -128 -0.9%
RMC
995
Regis Management Company
California
$1.2M
WIC
996
Woodmont Investment Counsel
Tennessee
$1.19M -$27.7K -344 -2%
GC
997
GFG Capital
Florida
$1.19M -$1.24M -15,352 -52%
PCA
998
Pallas Capital Advisors
Massachusetts
$1.19M
WA
999
Wealthstar Advisors
Texas
$1.19M -$42.5K -528 -4%
SXL
1000
Summit X LLC
Missouri
$1.19M -$90.6K -1,124 -7%

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.