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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
JCM
1251
Jacobi Capital Management
Pennsylvania
$670K +$645 +8 +0.1%
LLWM
1252
Life Line Wealth Management
California
$670K -$48.4M -600,632 -99%
BBW
1253
Blue Barn Wealth
Utah
$669K -$62.8K -780 -9%
IIC
1254
Ironwood Investment Counsel
Arizona
$666K +$10.6K +132 +2%
CBA
1255
Coastal Bridge Advisors
Connecticut
$666K
CSPAM
1256
Cary Street Partners Asset Management
Virginia
$665K -$66.1K -820 -9%
BCMLT
1257
Beacon Capital Management LLC (Tennessee)
Tennessee
$665K -$322 -4 -0.1%
MWA
1258
Muirfield Wealth Advisors
North Carolina
$664K +$112K +1,384 +21%
MIA
1259
MMBG Investment Advisors
Florida
$664K
SAW
1260
Signal Advisors Wealth
Michigan
$662K +$633K +7,860 New
RCA
1261
Riverview Capital Advisers
Massachusetts
$660K +$63.2K +784 +11%
BFIM
1262
Beese Fulmer Investment Management
Ohio
$659K -$23.2K -288 -4%
GPW
1263
Gray Private Wealth
Massachusetts
$657K +$628K +7,792 New
CFP
1264
Curran Financial Partners
South Carolina
$654K +$27.7K +344 +5%
NJIM
1265
Nabity-Jensen Investment Management
Nebraska
$651K
GC
1266
Gibson Capital
Pennsylvania
$651K
VBWMG
1267
Von Berge Wealth Management Group
California
$651K
LG
1268
LAM Group
Oregon
$649K
MPWT
1269
MassMutual Private Wealth & Trust
Connecticut
$648K -$32.5K -404 -5%
SPP
1270
Single Point Partners
Massachusetts
$648K -$13.5K -168 -2%
WAM
1271
Weatherly Asset Management
California
$645K -$140K -1,732 -18%
MPW
1272
Monterey Private Wealth
California
$644K -$6.77K -84 -1%
HNWA
1273
Henrickson Nauta Wealth Advisors
Michigan
$644K -$385K -4,784 -38%
PP
1274
Patten & Patten
Tennessee
$643K +$129K +1,600 +27%
GAA
1275
Global Assets Advisory
Florida
$643K +$69.8M +866,380 New

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.