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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
IWS
1126
Insight Wealth Strategies
California
$869K +$369K +4,584 +80%
FGA
1127
Fortis Group Advisors
New Jersey
$869K -$831K -10,308 -50%
TFM
1128
TFC Financial Management
Massachusetts
$869K
EHC
1129
Everett Harris & Co
California
$867K
IA
1130
Insight Advisors
Pennsylvania
$866K +$91.5K +1,136 +12%
B
1131
Bailard
California
$866K
JIP
1132
Jaffetilchin Investment Partners
Florida
$863K +$10.6K +132 +1%
TIM
1133
Tortoise Investment Management
New York
$860K -$2.9K -36 -0.4%
SA
1134
SpiderRock Advisors
Delaware
$856K +$829K +10,288 New
CP
1135
Castleview Partners
Texas
$855K -$6.77K -84 -0.8%
SWMP
1136
Signature Wealth Management Partners
New Jersey
$854K +$322 +4 +0%
USB
1137
Union Savings Bank
Connecticut
$852K
CNC
1138
Citizens & Northern Corp
Pennsylvania
$850K -$107K -1,324 -12%
SAG
1139
Spotlight Asset Group
Illinois
$849K
OWM
1140
Orgel Wealth Management
Wisconsin
$839K +$96.7K +1,200 +14%
CCM
1141
Chilton Capital Management
Texas
$839K -$32.2K -400 -4%
BWA
1142
Bordeaux Wealth Advisors
California
$839K +$284K +3,524 +55%
AP
1143
Atwood & Palmer
Missouri
$837K -$130K -1,616 -14%
BOH
1144
Bank of Hawaii
Hawaii
$835K
TW
1145
TritonPoint Wealth
Maryland
$834K -$232K -2,876 -21%
AC
1146
Abbrea Capital
California
$834K
SS
1147
Sunbelt Securities
Texas
$830K +$645 +8 +0.1%
WCFA
1148
Walkner Condon Financial Advisors
Wisconsin
$826K
DAS
1149
Diversify Advisory Services
Utah
$822K +$786K +9,756 New
TWA
1150
TCI Wealth Advisors
Arizona
$819K +$322 +4 +0%

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.