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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
RFA
126
RTD Financial Advisors
Pennsylvania
$46M -$802K -9,948 -2%
ANTB
127
AMG National Trust Bank
Colorado
$45.9M +$46.4K +576 +0.1%
NFG
128
Nadler Financial Group
Illinois
$45.6M -$545K -6,760 -1%
AWE
129
Avidian Wealth Enterprises
Texas
$45.1M -$1.69M -21,020 -4%
OCM
130
One Capital Management
California
$44.9M -$472K -5,864 -1%
CG
131
Cynosure Group
Utah
$44.9M +$252K +3,128 +0.6%
FAM
132
Flaharty Asset Management
Florida
$44.6M -$8M -99,336 -16%
LL
133
LWMG LLC
Minnesota
$44.6M -$14.5K -180 -0%
BMM
134
Berkshire Money Management
Massachusetts
$44.3M -$940K -11,664 -2%
NP
135
NorthRock Partners
Minnesota
$43.7M -$1.86M -23,076 -4%
TPCW
136
TD Private Client Wealth
New York
$43.2M -$4.35M -53,968 -10%
Deutsche Bank
137
Deutsche Bank
Germany
$42.3M +$285K +3,540 +0.7%
MAM
138
Marquette Asset Management
Minnesota
$42.2M -$258K -3,208 -0.6%
PS
139
Portfolio Strategies
New York
$42M +$9.54M +118,428 +31%
PWM
140
Paulson Wealth Management
Illinois
$41.8M +$1.96M +24,280 +5%
RSWM
141
Robertson Stephens Wealth Management
California
$41.7M +$1.82M +22,632 +5%
HFS
142
Hantz Financial Services
Michigan
$41.7M -$2.65M -32,856 -6%
FHA
143
First Horizon Advisors
Tennessee
$41.7M -$3.18M -39,440 -7%
STA
144
Summit Trail Advisors
New York
$40M +$8.76M +108,676 +30%
NW
145
NewEdge Wealth
Pennsylvania
$39.1M -$4.11M -50,952 -10%
BSSFA
146
Baron Silver Stevens Financial Advisors
Florida
$38.9M -$1.43M -17,744 -4%
WANY
147
Wealthspire Advisors (New York)
New York
$38.6M -$835K -10,360 -2%
LNC
148
Lincoln National Corp
Pennsylvania
$38.5M +$2.04M +25,268 +6%
FCI
149
Financial Counselors Inc
Kansas
$38.5M -$1.97M -24,416 -5%
MWM
150
Mission Wealth Management
California
$38.3M -$264K -3,272 -0.7%

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.