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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
T
1376
TNF
Montana
$526K – – –
MWM
1377
Mattern Wealth Management
Kansas
$525K – – –
TCM
1378
Twele Capital Management
Minnesota
$524K -$45.4K -564 -8%
FIC
1379
FCG Investment Company
Tennessee
$524K – – –
AMM
1380
American Money Management
California
$523K +$49.6K +616 +11%
VF
1381
VitalStone Financial
Texas
$523K -$282K -3,496 -36%
CBFP
1382
Cedar Brook Financial Partners
Ohio
$523K +$322 +4 +0.1%
BHA
1383
Beech Hill Advisors
New York
$521K – – –
AWM
1384
Altus Wealth Management
Kentucky
$520K – – –
SWM
1385
Sugarloaf Wealth Management
Georgia
$520K – – –
WWC
1386
Waypoint Wealth Counsel
Georgia
$518K – – –
CWS
1387
Cypress Wealth Services
California
$517K +$322 +4 +0.1%
LP
1388
LGL Partners
Pennsylvania
$517K +$322 +4 +0.1%
CCP
1389
Cassia Capital Partners
North Carolina
$515K – – –
JWM
1390
JFG Wealth Management
Colorado
$515K – – –
LCM
1391
Liberty Capital Management
Michigan
$514K – – –
CPW
1392
Catalyst Private Wealth
California
$512K +$322 +4 +0.1%
PAS
1393
Professional Advisory Services
Florida
$508K – – –
LWM
1394
Liberty Wealth Management
California
$508K +$72.5K +900 +18%
GA
1395
Geller Advisors
New York
$506K – – –
S
1396
Sunpointe
Missouri
$504K – – –
HG
1397
Harbor Group
New Hampshire
$501K – – –
4FG
1398
4Thought Financial Group
New York
$498K -$7.06M -87,656 -94%
First Manhattan
1399
First Manhattan
New York
$498K -$25.5K -316 -5%
NMG
1400
New Millennium Group
Utah
$497K – – –
54 55
56
57 58

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.