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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
LWMNY
1401
Landmark Wealth Management (New York)
New York
$497K
GG
1402
Greenwood Gearhart
Arkansas
$497K +$299K +3,716 +170%
WI
1403
WrapManager Inc
California
$496K -$7.74K -96 -2%
JWM
1404
JPL Wealth Management
Colorado
$495K +$161K +2,004 +52%
AAM
1405
Aureus Asset Management
Massachusetts
$494K
LCM
1406
LVM Capital Management
Michigan
$492K
PPW
1407
PACK Private Wealth
Minnesota
$491K
FWM
1408
FFT Wealth Management
Pennsylvania
$488K +$9.35K +116 +2%
CWM
1409
Compass Wealth Management
Connecticut
$485K -$93.5K -1,160 -17%
CG
1410
CFO4Life Group
Texas
$485K +$119K +1,476 +34%
NAS
1411
NWF Advisory Services
California
$485K +$133K +1,656 +40%
EW
1412
Evoke Wealth
California
$483K +$462K +5,732 New
PWS
1413
Precision Wealth Strategies
Missouri
$483K
AFA
1414
Alpha Financial Advisors
North Carolina
$483K
MA
1415
MCF Advisors
Kentucky
$482K
RHP
1416
Royal Harbor Partners
Texas
$480K
ETS
1417
ESL Trust Services
New York
$479K -$4.83K -60 -1%
EW
1418
Element Wealth
Mississippi
$478K +$78.6K +976 +21%
HFM
1419
Hartford Financial Management
Connecticut
$476K -$84.1K -1,044 -16%
AWAP
1420
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$475K -$322 -4 -0.1%
DI
1421
DAGCO Inc
Ohio
$475K +$446K +5,532 +5,122%
GC
1422
Gilbert & Cook
Iowa
$474K +$12.9K +160 +3%
TSS
1423
Two Sigma Securities
New York
$472K +$451K +5,600 New
BTIM
1424
BancFirst Trust & Investment Management
Oklahoma
$471K -$85.7K -1,064 -16%
DWM
1425
Dechtman Wealth Management
Colorado
$470K +$645 +8 +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.