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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
CT
1051
Coastline Trust
Rhode Island
$1.03M -$9.67K -120 -1%
NG
1052
NWK Group
California
$1.02M – – –
PWP
1053
Pursue Wealth Partners
California
$1.02M +$47.7K +592 +5%
HWM
1054
Hemington Wealth Management
Virginia
$1.02M +$1.29K +16 +0.1%
SWM
1055
SFG Wealth Management
Maryland
$1.02M -$99.6K -1,236 -9%
AWM
1056
AAF Wealth Management
Massachusetts
$1.02M +$645 +8 +0.1%
FP
1057
Financial Perspectives
Minnesota
$1.02M +$30.9K +384 +3%
HA
1058
HFG Advisors
Ohio
$1.02M – – –
LIA
1059
LS Investment Advisors
Michigan
$1.02M – – –
SVCP
1060
Silicon Valley Capital Partners
California
$1.02M +$1.29K +16 +0.1%
EK
1061
Evensky & Katz
Florida
$1.01M -$74.8K -928 -7%
EC
1062
Estate Counselors
Wisconsin
$1.01M -$4.18M -51,880 -81%
FCFC
1063
First Commonwealth Financial Corp
Pennsylvania
$1.01M – – –
GA
1064
Goldstein Advisors
Wisconsin
$1.01M +$4.83K +60 +0.5%
OCG
1065
Opus Capital Group
Ohio
$1M -$58K -720 -6%
ACM
1066
Andina Capital Management
Utah
$1,000K -$96K -1,192 -9%
MCM
1067
Morton Capital Management
California
$999K -$73.8K -916 -7%
ISWM
1068
Independent Solutions Wealth Management
New York
$990K +$62.5K +776 +7%
MW
1069
MBL Wealth
North Carolina
$990K -$16.1K -200 -2%
UBV
1070
United Bank (Virginia)
Virginia
$988K -$39.3K -488 -4%
FCCM
1071
First City Capital Management
Georgia
$987K – – –
FNB
1072
Farmers National Bank
Kentucky
$985K +$62.2K +772 +7%
SB
1073
Strategic Blueprint
Georgia
$985K -$67K -832 -7%
FBT
1074
First Bank & Trust
South Dakota
$980K +$938K +11,636 New
ZF
1075
Zhang Financial
Michigan
$978K – – –
41 42
43
44 45

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.