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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
FFWA
1276
Forthright Family Wealth Advisory
Texas
$643K +$615K +7,628 New
KA
1277
Kovack Advisors
Florida
$642K +$80.2K +996 +15%
AIM
1278
Anchor Investment Management
South Carolina
$642K +$19.7K +244 +3%
WAM
1279
WealthTrust Asset Management
Florida
$641K -$206K -2,556 -25%
Nomura Asset Management
1280
Nomura Asset Management
Japan
$637K -$3.7M -45,880 -86%
RPGK
1281
Retirement Planning Group (Kansas)
Kansas
$637K -$332K -4,120 -35%
HWM
1282
Howard Wealth Management
Connecticut
$637K -$322 -4 -0.1%
RT
1283
Rockland Trust
Massachusetts
$635K -$121K -1,500 -17%
RIG
1284
RiverFront Investment Group
Virginia
$634K – – –
CSIA
1285
Charles Schwab Investment Advisory
California
$633K -$31.6K -392 -5%
YIA
1286
YHB Investment Advisors
Connecticut
$633K +$1.61K +20 +0.3%
LF
1287
Lee Financial
Texas
$633K +$16.4K +204 +3%
RSS
1288
Rosenblum Silverman Sutton
California
$632K – – –
SC
1289
Steph & Co
Wisconsin
$630K – – –
VPP
1290
Vertex Planning Partners
Illinois
$630K +$302K +3,748 +100%
HA
1291
Hanover Advisors
South Carolina
$630K – – –
M
1292
MOTCO
Texas
$629K -$10.6K -132 -2%
IIA
1293
Integral Investment Advisors
California
$629K +$234K +2,900 +64%
BB
1294
Bell Bank
North Dakota
$627K – – –
EWM
1295
Empirical Wealth Management
Washington
$627K +$63.2K +784 +12%
JCM
1296
Jacobsen Capital Management
Utah
$626K +$967 +12 +0.2%
LA
1297
Latitude Advisors
Florida
$622K -$38.4K -476 -6%
TPWA
1298
Twin Peaks Wealth Advisors
California
$622K +$204K +2,528 +52%
WI
1299
Wintrust Investments
Illinois
$620K +$20.9K +260 +4%
TAM
1300
Titleist Asset Management
Texas
$620K -$98K -1,216 -14%
50 51
52
53 54

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.