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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
LFA
1326
Lauterbach Financial Advisors
Texas
$589K
BEW
1327
Burton Enright Welch
California
$584K
SCA
1328
Sandy Cove Advisors
Massachusetts
$584K +$322 +4 +0.1%
GEA
1329
Glen Eagle Advisors
New Jersey
$584K +$25.1K +312 +5%
NIC
1330
Northwest Investment Counselors
Oregon
$583K
CWA
1331
Clarity Wealth Advisors
California
$579K
CAG
1332
Csenge Advisory Group
Florida
$577K +$20.3K +252 +4%
BSA
1333
Braun Stacey Associates
New York
$577K -$41.3K -512 -7%
AC
1334
Apella Capital
Connecticut
$576K -$35.8K -444 -6%
CST
1335
Charles Schwab Trust
Nevada
$576K +$210K +2,604 +62%
JC
1336
Jentner Corp
Ohio
$574K -$12.9K -160 -2%
PW
1337
Peninsula Wealth
California
$571K
TMWM
1338
Taylor & Morgan Wealth Management
Michigan
$566K +$1.29K +16 +0.2%
GA
1339
GoalVest Advisory
New York
$566K +$326K +4,044 +151%
PIA
1340
Pinion Investment Advisors
Kansas
$566K +$326K +4,044 +151%
UB
1341
Umpqua Bank
Oregon
$565K +$540K +6,708 New
CRI
1342
Commonwealth Retirement Investments
Virginia
$564K
HCM
1343
Hudson Capital Management
New Jersey
$564K +$30.6K +380 +6%
WC
1344
Waterloo Capital
Texas
$564K
OIA
1345
Optimum Investment Advisors
Illinois
$563K -$32.2K -400 -6%
OGF
1346
Orin Green Financial
California
$562K -$538K -6,672 Closed
BWA
1347
BlueSky Wealth Advisors
North Carolina
$561K
SFP
1348
Strategic Financial Partners
Oregon
$561K -$14.2K -176 -3%
VFPW
1349
Vantage Financial Partners (Wisconsin)
Wisconsin
$559K +$52.5K +652 +11%
CWM
1350
Cahill Wealth Management
Michigan
$559K +$322 +4 +0.1%

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.