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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
LPT
1451
Legacy Private Trust
Wisconsin
$448K -$56.4K -700 -12%
HHGA
1452
Halbert Hargrove Global Advisors
California
$447K -$13.2K -164 -3%
BFO
1453
Boston Family Office
Massachusetts
$446K
CDH
1454
Charles D. Hyman
$446K
NP
1455
Nilsine Partners
Colorado
$443K -$171K -2,128 -29%
NW
1456
Naviter Wealth
Arkansas
$441K -$7.74K -96 -2%
DBRC
1457
D.B. Root & Company
Pennsylvania
$441K -$645 -8 -0.2%
GP
1458
Girard Partners
Pennsylvania
$440K +$421K +5,224 New
CFS
1459
Coordinated Financial Services
Colorado
$440K +$421K +5,220 New
BFWM
1460
Bright Futures Wealth Management
New York
$439K +$385K +4,784 New
VAMG
1461
Voisard Asset Management Group
Michigan
$439K
TIP
1462
Torray Investment Partners
Maryland
$437K
GWM
1463
Greenwich Wealth Management
Connecticut
$437K +$418K +5,184 New
MCA
1464
MSH Capital Advisors
Arizona
$435K -$50K -620 -11%
FNBOH
1465
First National Bank of Hutchinson
Kansas
$433K -$677K -8,408 -62%
LWMT
1466
Legacy Wealth Management (Tennessee)
Tennessee
$432K -$51.9K -644 -11%
RP
1467
Rice Partnership
Hawaii
$431K -$16.1K -200 -4%
Walleye Trading
1468
Walleye Trading
New York
$430K +$411K +5,104 New
EBA
1469
Eagle Bay Advisors
New York
$428K +$409K +5,080 New
MWM
1470
Mosley Wealth Management
California
$427K +$7.09K +88 +2%
SAM
1471
Strategy Asset Managers
California
$426K
NGA
1472
Naples Global Advisors
Florida
$426K +$48K +596 +13%
HIG
1473
Heritage Investment Group
Florida
$424K +$406K +5,036 New
DF
1474
DecisionPoint Financial
Arizona
$424K
KFC
1475
Klingenstein Fields & Co
New York
$424K -$7.41K -92 -2%

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.