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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
FAM
1426
Formidable Asset Management
Ohio
$467K +$5.48K +68 +1%
NSIM
1427
North Star Investment Management
Illinois
$467K +$447K +5,544 New
WA
1428
Wealth Alliance
New York
$464K +$219K +2,720 +98%
RW
1429
RVW Wealth
California
$464K -$1.27M -15,792 -74%
FAT
1430
First American Trust
California
$463K +$23.8K +296 +6%
3F
1431
360 Financial
Minnesota
$463K -$322 -4 -0.1%
CCG
1432
Coastwise Capital Group
California
$462K -$3.87K -48 -0.9%
TW
1433
TrinityPoint Wealth
Connecticut
$461K -$3.22K -40 -0.7%
CCA
1434
Criterion Capital Advisors
Tennessee
$460K +$25.8K +320 +6%
SFG
1435
Sather Financial Group
Texas
$460K +$440K +5,460 New
BB
1436
Berkshire Bank
Massachusetts
$458K -$146K -1,816 -25%
EWM
1437
Executive Wealth Management
Michigan
$458K +$322 +4 +0.1%
IA
1438
IFS Advisors
Kansas
$457K -$36.4K -452 -8%
WMP
1439
Wealth Management Partners
Arizona
$456K -$47.7K -592 -10%
CPIA
1440
Cornell Pochily Investment Advisors
New York
$456K +$322 +4 +0.1%
CTA
1441
Colonial Trust Advisors
South Carolina
$456K -$56.4K -700 -11%
RW
1442
REDW Wealth
New Mexico
$456K
BCM
1443
Bourgeon Capital Management
Connecticut
$455K
TFF
1444
The Family Firm
Maryland
$455K +$645 +8 +0.1%
RWP
1445
Reliant Wealth Planning
Kentucky
$454K
GKIM
1446
GW&K Investment Management
Massachusetts
$454K
AMBIA
1447
Allen Mooney & Barnes Investment Advisors
Georgia
$454K +$322 +4 +0.1%
FGG
1448
Financial Guidance Group
Florida
$452K
COCM
1449
Charter Oak Capital Management
New Hampshire
$450K +$32.2K +400 +8%
FCA
1450
Fortis Capital Advisors
Kansas
$450K +$430K +5,336 New

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.