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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
BCP
1301
Blue Chip Partners
Michigan
$618K +$468K +5,804 +378%
OPW
1302
Oxler Private Wealth
New York
$618K +$645 +8 +0.1%
LA
1303
LM Advisors
California
$617K
APW
1304
Acima Private Wealth
Virginia
$616K -$148K -1,832 -20%
JAG
1305
Journey Advisory Group
Kentucky
$616K +$9.99K +124 +2%
EFMC
1306
Empire Financial Management Company
New York
$614K
WF
1307
Warner Financial
Maryland
$612K -$1.61K -20 -0.3%
AWM
1308
Aries Wealth Management
Maine
$612K -$23.8K -296 -4%
AT
1309
Arlington Trust
Alabama
$611K +$1.93K +24 +0.3%
MGIA
1310
Matthew Goff Investment Advisor
Texas
$610K -$24.2K -300 -4%
KWMG
1311
King Wealth Management Group
Florida
$609K
FFP
1312
FourThought Financial Partners
Florida
$607K -$26.4K -328 -4%
AWM
1313
Activest Wealth Management
Florida
$605K +$9.99K +124 +2%
BC
1314
Barnett & Company
Tennessee
$604K
HBW
1315
Hazlett, Burt & Watson
West Virginia
$604K +$15.5K +192 +3%
MIAS
1316
Mason Investment Advisory Services
Virginia
$603K -$7.74K -96 -1%
SCM
1317
Stonehearth Capital Management
Massachusetts
$602K
RMCM
1318
Reynders McVeigh Capital Management
Massachusetts
$601K -$55.1K -684 -9%
ORC
1319
O'Rourke & Company
Massachusetts
$601K -$1.29K -16 -0.2%
FIC
1320
Family Investment Center
Missouri
$600K
HIMC
1321
Heritage Investors Management Corp
Maryland
$599K -$122K -1,508 -17%
SSW
1322
Stone Summit Wealth
Florida
$598K -$4.83K -60 -0.8%
BIG
1323
Builder Investment Group
Georgia
$592K +$56.4K +700 +11%
WDL
1324
Well Done LLC
Michigan
$591K
RWM
1325
Rockwood Wealth Management
Pennsylvania
$590K

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.