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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
D
1201
Diversified
Delaware
$744K +$37.4K +464 +6%
WCG
1202
Weaver Consulting Group
California
$744K
Luther King Capital Management (LKCM)
1203
Luther King Capital Management (LKCM)
Texas
$743K
PWAC
1204
Private Wealth Advisors (California)
California
$742K
JWCA
1205
J.W. Coons Advisors
Ohio
$742K
VWM
1206
Valley Wealth Managers
New Jersey
$739K -$995K -12,352 -58%
PO
1207
Private Ocean
California
$736K -$165K -2,044 -19%
VCM
1208
Vivaldi Capital Management
Illinois
$735K
VF
1209
Vawter Financial
Ohio
$732K -$60.6K -752 -8%
NPP
1210
New Potomac Partners
Maryland
$731K
SFG
1211
Sovereign Financial Group
Connecticut
$731K
EBT
1212
Enterprise Bank & Trust
Massachusetts
$729K -$6.77K -84 -1%
PWM
1213
PBMares Wealth Management
Virginia
$727K
BW
1214
BIP Wealth
Georgia
$723K +$51.2K +636 +8%
E3F
1215
Eight 31 Financial
Texas
$721K -$104K -1,292 -13%
PCM
1216
Parsons Capital Management
Rhode Island
$719K
KWM
1217
Keebeck Wealth Management
Illinois
$719K
MM
1218
Main Management
California
$717K
MF
1219
Meridian Financial
Massachusetts
$714K +$683K +8,476 New
ACI
1220
Alpha Cubed Investments
California
$704K +$104K +1,288 +18%
BFA
1221
Benedict Financial Advisors
Georgia
$704K -$92.8K -1,152 -12%
LI
1222
LMCG Investments
Massachusetts
$701K -$6.77K -84 -1%
KL
1223
KilterHowling LLC
Colorado
$700K +$645 +8 +0.1%
MWA
1224
MFA Wealth Advisors
Pennsylvania
$699K +$42.9K +532 +7%
PWP
1225
Principle Wealth Partners
Connecticut
$698K

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.