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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
RCA
1151
Resonant Capital Advisors
Wisconsin
$818K +$28.7K +356 +4%
PIP
1152
Peachtree Investment Partners
Florida
$816K
SGA
1153
Sustainable Growth Advisers
Connecticut
$815K -$5.82M -72,220 -88%
CWAG
1154
Compton Wealth Advisory Group
Virginia
$814K
KWS
1155
Keystone Wealth Services
California
$812K +$7.74K +96 +1%
DFG
1156
Demars Financial Group
Washington
$808K -$87.3K -1,084 -10%
PCMC
1157
Private Capital Management (Colorado)
Colorado
$806K -$11.3K -140 -1%
FM
1158
Family Management
New York
$804K
PPW
1159
Presilium Private Wealth
Pennsylvania
$802K
Wolverine Trading
1160
Wolverine Trading
Illinois
$802K -$2.23M -27,700 -74%
HPIA
1161
Hamilton Point Investment Advisors
North Carolina
$802K
MCC
1162
Money Concepts Capital
Florida
$800K +$174K +2,164 +30%
VFG
1163
Victory Financial Group
Texas
$799K -$13.9K -172 -2%
SWA
1164
Strategies Wealth Advisors
Michigan
$799K +$53.5K +664 +8%
FSC
1165
Full Sail Capital
Oklahoma
$799K -$1.29K -16 -0.2%
SWM
1166
Stockman Wealth Management
Montana
$797K -$156K -1,936 -17%
VFP
1167
Verus Financial Partners
Virginia
$796K
BC
1168
Burney Company
Virginia
$793K
DJSG
1169
D.J. St. Germain
Massachusetts
$793K +$160K +1,980 +27%
CWM
1170
Campbell Wealth Management
Virginia
$791K +$310K +3,852 +70%
AC
1171
Anson Capital
Georgia
$791K
LRIA
1172
Leonard Rickey Investment Advisors
Washington
$789K -$85.4K -1,060 -10%
LHC
1173
Little House Capital
Massachusetts
$784K -$225K -2,796 -23%
TF
1174
Theory Financial
Colorado
$784K +$2.58K +32 +0.3%
CIAS
1175
Capital Investment Advisory Services
North Carolina
$783K -$57K -708 -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.