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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
SSWM
1176
Strait & Sound Wealth Management
California
$781K
BCWM
1177
Bartlett & Co Wealth Management
Ohio
$781K +$26.7K +332 +4%
CGPCS
1178
Capital Group Private Client Services
California
$781K +$54.1K +672 +8%
PCS
1179
Personal CFO Solutions
New Jersey
$777K -$171K -2,124 -19%
FIM
1180
Fernwood Investment Management
Massachusetts
$776K
LSPW
1181
Lake Street Private Wealth
Illinois
$776K -$16.4K -204 -2%
PP
1182
Prosperity Planning
Missouri
$775K
RWM
1183
Reston Wealth Management
Virginia
$775K +$967 +12 +0.1%
PFA
1184
Pathway Financial Advisors
Vermont
$769K -$32.5K -404 -4%
MFG
1185
Mosaic Financial Group
Illinois
$768K +$734K +9,112 New
PWM
1186
Power Wealth Management
Georgia
$766K +$235K +2,912 +47%
FWP
1187
Falcon Wealth Planning
California
$765K -$20.3K -252 -3%
TPWA
1188
TRUE Private Wealth Advisors
Oregon
$757K
HA
1189
HC Advisors
Georgia
$753K
NCM
1190
Northwest Capital Management
Oregon
$753K
GWM
1191
Greenhouse Wealth Management
Connecticut
$753K -$22.6K -280 -3%
IWS
1192
Integrity Wealth Solutions
Colorado
$753K +$26.1K +324 +4%
SWA
1193
Sightline Wealth Advisors
Connecticut
$751K +$1.29K +16 +0.2%
PCH
1194
PGIM Custom Harvest
New Jersey
$751K +$57.7K +716 +9%
ICP
1195
Interchange Capital Partners
Pennsylvania
$749K -$146K -1,808 -17%
HWP
1196
Highline Wealth Partners
California
$749K +$716K +8,888 New
KCPG
1197
Kavar Capital Partners Group
Kansas
$748K -$715K -8,876 -50%
SFS
1198
Sharp Financial Services
Pennsylvania
$747K +$79K +980 +12%
TIA
1199
Traphagen Investment Advisors
New Jersey
$746K +$322 +4 +0%
HA
1200
Harfst & Associates
Wyoming
$745K -$83.8K -1,040 -11%

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.