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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
William Blair & Company
101
William Blair & Company
Illinois
$62.6M +$5.84M +72,508 +11%
HSBC Holdings
102
HSBC Holdings
United Kingdom
$62.4M +$3.61M +44,844 +6%
GL
103
Graypoint LLC
New York
$62.2M +$3.56M +44,228 +6%
AllianceBernstein
104
AllianceBernstein
Tennessee
$62.1M +$193K +2,392 +0.3%
RWP
105
RWA Wealth Partners
Massachusetts
$61.7M +$8.54M +105,964 +17%
JSAM
106
J. Safra Asset Management
New York
$61.4M +$37M +459,516 +171%
PFPT
107
Pinnacle Financial Partners (Tennessee)
Tennessee
$60M +$7.01M +86,952 +14%
WA
108
Waverly Advisors
Alabama
$59.9M +$1.24M +15,444 +2%
SW
109
SVB Wealth
Massachusetts
$59.1M -$21.6M -268,596 -28%
AWP
110
Ascent Wealth Partners
New York
$58.5M -$179K -2,220 -0.3%
BIM
111
Bridges Investment Management
Nebraska
$58M -$689K -8,552 -1%
KAS
112
Kestra Advisory Services
Texas
$54.3M +$4.28M +53,132 +9%
Kovitz Investment Group Partners
113
Kovitz Investment Group Partners
Illinois
$53.5M +$51.1M +634,780 New
FWM
114
FSA Wealth Management
Massachusetts
$53.4M -$187K -2,320 -0.4%
Pathstone Holdings
115
Pathstone Holdings
New Jersey
$53.3M +$877K +10,888 +2%
Brown Advisory
116
Brown Advisory
Maryland
$52.5M -$36.7M -455,676 -42%
CAL
117
Capital Advisors Ltd
Ohio
$51.3M +$20K +248 +0%
CP
118
Covenant Partners
Tennessee
$50.6M +$21.5M +267,324 +80%
CWM
119
Congress Wealth Management
Massachusetts
$50M -$2.82M -34,948 -6%
Lido Advisors
120
Lido Advisors
California
$49.4M +$1.79M +22,276 +4%
Allianz Asset Management
121
Allianz Asset Management
Germany
$47.9M +$387K +4,800 +0.9%
RA
122
Rodgers & Associates
Pennsylvania
$47.2M -$3.16M -39,252 -7%
AAS
123
Avantax Advisory Services
Texas
$46.5M +$23.8M +296,004 +115%
AF
124
Allworth Financial
California
$46.4M -$181K -2,244 -0.4%
Cambridge Investment Research Advisors
125
Cambridge Investment Research Advisors
Iowa
$46.3M +$2.22M +27,500 +5%

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.