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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
BWA
1001
BlueChip Wealth Advisors
Georgia
$1.19M +$16.8K +208 +2%
BFA
1002
Beacon Financial Advisory
Ohio
$1.18M +$77.7K +964 +7%
WP
1003
Westmount Partners
California
$1.18M +$11K +136 +1%
CASC
1004
Coppell Advisory Solutions Corp
Texas
$1.17M +$1.12M +13,904 New
TCWA
1005
Turtle Creek Wealth Advisors
Texas
$1.17M +$500K +6,204 +81%
EI
1006
Ellevest Inc
New York
$1.16M +$73.2K +908 +7%
ICG
1007
InterOcean Capital Group
Tennessee
$1.16M -$50.3K -624 -4%
AA
1008
Addison Advisors
Vermont
$1.16M -$72.2K -896 -6%
CFGS
1009
Concourse Financial Group Securities
Alabama
$1.16M – – –
RWMH
1010
Riverpoint Wealth Management Holdings
Illinois
$1.16M +$645 +8 +0.1%
DFG
1011
Delta Financial Group
New Jersey
$1.15M +$2.9K +36 +0.3%
IAS
1012
Insigneo Advisory Services
Florida
$1.15M +$88.6K +1,100 +9%
GIP
1013
Greatmark Investment Partners
Georgia
$1.15M -$6.45K -80 -0.6%
BWFA
1014
Baltimore-Washington Financial Advisors
Maryland
$1.14M +$96.4K +1,196 +10%
HSG
1015
Helen Stephens Group
Texas
$1.14M +$55.8K +692 +5%
PFG
1016
Pacific Financial Group
Washington
$1.13M +$322 +4 +0%
EWA
1017
ERTS Wealth Advisors
Michigan
$1.13M -$199K -2,476 -16%
IWM
1018
Iams Wealth Management
Nebraska
$1.13M +$1.1M +13,696 New
DWM
1019
Destination Wealth Management
California
$1.12M -$187K -2,324 -15%
CCT
1020
Capital City Trust
Florida
$1.11M – – –
WP
1021
WealthPLAN Partners
Nebraska
$1.11M -$28.7K -356 -3%
SAM
1022
SP Asset Management
California
$1.11M +$322 +4 +0%
Koshinski Asset Management
1023
Koshinski Asset Management
Illinois
$1.11M +$646K +8,020 +156%
SFG
1024
SNS Financial Group
Minnesota
$1.1M – – –
BCP
1025
Berkeley Capital Partners
Georgia
$1.1M +$28K +348 +3%
39 40
41
42 43

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.