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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
ST
1101
Smithfield Trust
Pennsylvania
$913K -$56.4K -700 -6%
GFG
1102
Goldstone Financial Group
Illinois
$912K -$40.6K -504 -4%
BPFA
1103
Barnes Pettey Financial Advisors
Mississippi
$908K +$106K +1,320 +14%
CC
1104
Chicago Capital
Illinois
$905K +$54.8K +680 +7%
SLG
1105
Stanley-Laman Group
Pennsylvania
$894K -$322 -4 -0%
TC
1106
TAGStone Capital
North Carolina
$892K +$967 +12 +0.1%
WAM
1107
WNY Asset Management
New York
$892K +$32.2K +400 +4%
GWM
1108
Geneos Wealth Management
Colorado
$891K -$322 -4 -0%
SHGA
1109
Sand Hill Global Advisors
California
$888K -$15.5K -192 -2%
MPW
1110
MA Private Wealth
California
$887K -$322 -4 -0%
MCM
1111
Mitchell Capital Management
Kansas
$886K -$4.93M -61,180 -85%
BTWM
1112
Baker Tilly Wealth Management
Wisconsin
$886K -$675K -8,376 -44%
PIA
1113
Petredis Investment Advisors
Pennsylvania
$884K
NFG
1114
Nations Financial Group
Iowa
$884K -$26.1K -324 -3%
FPGK
1115
Financial Partners Group (Kansas)
Kansas
$881K +$645 +8 +0.1%
Chevy Chase Trust
1116
Chevy Chase Trust
Maryland
$880K -$671K -8,328 -44%
ACA
1117
Ackerman Capital Advisors
Texas
$880K
WA
1118
Wealth Architects
California
$878K
CFA
1119
Cahill Financial Advisors
Minnesota
$877K -$43.5K -540 -5%
FFC
1120
First Financial Corp
Indiana
$876K -$27.4K -340 -3%
RIM
1121
Rockbridge Investment Management
New York
$875K
FMC
1122
First Merchants Corp
Indiana
$873K +$464K +5,764 +125%
1CP
1123
17 Capital Partners
Arizona
$871K +$127K +1,576 +18%
EWM
1124
Elevatus Welath Management
New York
$870K
TWM
1125
Thrive Wealth Management
Pennsylvania
$869K -$453K -5,624 -35%

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.