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iShares Russell 1000 Growth ETF
IWF

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: 199 → 204 (+5)

0% more funds holding

Funds holding: 1,957 → 1,962 (+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

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$340M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$169M
3
Ameriprise
Ameriprise
Minnesota
+$122M
4
M&T Bank
M&T Bank
New York
+$87M
5
BlackRock
BlackRock
New York
+$78.2M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$7.92B
2
Bank of America
Bank of America
North Carolina
-$632M
3
Polen Capital Management
Polen Capital Management
Florida
-$109M
4
RJA
Raymond James & Associates
Florida
-$85.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$80.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
1226
Wedmont Private Capital
Pennsylvania
$697K +$322 +4 +0%
GHA
1227
GW Henssler & Associates
Georgia
$696K – – –
LBWM
1228
Left Brain Wealth Management
Illinois
$696K – – –
WPA
1229
West Paces Advisors
Georgia
$693K +$15.1K +188 +2%
GWSG
1230
GPS Wealth Strategies Group
Colorado
$693K -$26.1K -324 -4%
CIC
1231
Chilton Investment Company
Connecticut
$689K -$88.3K -1,096 -12%
PVAMC
1232
PPS&V Asset Management Consultants
Michigan
$686K – – –
MSA
1233
Marino Stram & Associates
Massachusetts
$686K -$52.2K -648 -7%
SIM
1234
Stratos Investment Management
Ohio
$686K -$843K -10,468 -56%
KWM
1235
Kaydan Wealth Management
Michigan
$685K -$48.3K -600 -7%
BHWM
1236
Beaird Harris Wealth Management
Texas
$684K -$40K -496 -6%
HSWM
1237
Hubbell Strickland Wealth Management
Louisiana
$684K +$322 +4 +0%
SIA
1238
Schechter Investment Advisors
Michigan
$682K – – –
HFA
1239
High Falls Advisors
New York
$682K +$104K +1,292 +19%
JEST
1240
JTC Employer Solutions Trustee
Jersey
$681K – – –
BBNA
1241
Bremer Bank National Association
Minnesota
$681K – – –
SC
1242
Schoolcraft Capital
Colorado
$679K – – –
ACM
1243
Allred Capital Management
Texas
$677K – – –
SEEDPG
1244
S.E.E.D. Planning Group
New York
$677K – – –
WHCFA
1245
William Howard & Co Financial Advisors
Tennessee
$676K +$647K +8,028 New
CFD
1246
Creative Financial Designs
Indiana
$674K +$322 +4 +0.1%
NWA
1247
Navis Wealth Advisors
New York
$674K -$105K -1,304 -14%
SRC
1248
Sage Rhino Capital
California
$674K – – –
KA
1249
Klingman & Associates
New York
$673K +$38.4K +476 +6%
LNB
1250
Ledyard National Bank
$671K +$182K +2,260 +40%
48 49
50
51 52

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.