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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
AWA
1351
ARQ Wealth Advisors
Arizona
$559K
ACM
1352
Ardent Capital Management
Ohio
$556K
GWM
1353
Gitterman Wealth Management
New Jersey
$555K
WB
1354
Webster Bank
Connecticut
$552K -$19.7K -244 -4%
RIA
1355
RPG Investment Advisory
California
$552K -$48K -596 -8%
MFS
1356
McNamara Financial Services
Massachusetts
$551K -$21.3K -264 -4%
BA
1357
Bristlecone Advisors
Washington
$551K
ME
1358
McIlrath & Eck
Washington
$551K
PCM
1359
Poehling Capital Management
Wisconsin
$550K +$78K +968 +17%
PWMAG
1360
Pinnacle Wealth Management Advisory Group
New Jersey
$550K +$3.22K +40 +0.6%
IPW
1361
Invictus Private Wealth
Colorado
$550K -$29.6K -368 -5%
SCI
1362
S&CO Inc
Massachusetts
$548K +$50.9K +632 +11%
SWP
1363
Strategic Wealth Partners
Ohio
$546K +$243K +3,012 +87%
SG
1364
StoneX Group
New York
$546K -$23.2K -288 -4%
PA
1365
Probity Advisors
Texas
$545K
ACP
1366
Aveo Capital Partners
Colorado
$540K +$304K +3,768 +137%
AT
1367
Arden Trust
Delaware
$539K -$9.35K -116 -2%
BHPW
1368
Beverly Hills Private Wealth
California
$536K -$154K -1,916 -23%
SFC
1369
Strategic Financial Concepts
Texas
$532K +$508K +6,308 New
CAI
1370
Capital Advisors Inc
Oklahoma
$532K +$645 +8 +0.1%
PWW
1371
Pettyjohn Wood & White
Virginia
$532K
RCM
1372
Richardson Capital Management
Wisconsin
$531K +$258K +3,208 +104%
MIM
1373
Macroview Investment Management
Maryland
$529K +$36.1K +448 +8%
CSWG
1374
Cardinal Strategic Wealth Guidance
Kentucky
$528K -$76.7K -952 -13%
BFA
1375
Bragg Financial Advisors
North Carolina
$527K -$53.5K -664 -10%

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.