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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
MC
1501
Moors & Cabot
Massachusetts
$406K +$21.3K +264 +6%
ACM
1502
Accent Capital Management
Ohio
$404K -$264K -3,280 -41%
LI
1503
LRI Investments
Florida
$404K +$386K +4,796 New
SRL
1504
Scientech Research LLC
New Jersey
$403K +$385K +4,784 New
P
1505
&Partners
Tennessee
$401K -$3.05M -37,800 -89%
AWM
1506
Accurate Wealth Management
Florida
$399K -$58K -720 -12%
TCOV
1507
Trust Company of Vermont
Vermont
$392K +$272K +3,380 +266%
MWP
1508
Madison Wealth Partners
Wisconsin
$391K -$40.6K -504 -10%
FC
1509
Financial Consulate
Maryland
$391K +$16.8K +208 +5%
IWP
1510
IAG Wealth Partners
Wisconsin
$391K
PWM
1511
Prosperity Wealth Management
California
$390K +$373K +4,632 New
CF
1512
Centaurus Financial
California
$390K -$38.4K -476 -9%
AA
1513
Aire Advisors
California
$390K
OWMIAS
1514
One Wealth Management Investment & Advisory Services
Florida
$388K +$3.54K +44 +1%
DTC
1515
Davidson Trust Company
Washington
$388K -$27.1K -336 -7%
FPW
1516
Flagship Private Wealth
Massachusetts
$388K
CFO
1517
Collective Family Office
Pennsylvania
$388K +$371K +4,600 New
IFAM
1518
Institutional & Family Asset Management
Colorado
$387K -$22.9K -284 -6%
MFG
1519
MidWestOne Financial Group
Iowa
$387K
CFFP
1520
Center for Financial Planning
Michigan
$385K +$94.1K +1,168 +34%
MF
1521
Montis Financial
Massachusetts
$384K
JC
1522
JB Capital
Connecticut
$383K -$32.2K -400 -8%
BOS
1523
Bank of Stockton
California
$381K -$25.8K -320 -7%
IF
1524
IRON Financial
Illinois
$381K
CSB
1525
City State Bank
Iowa
$380K -$54.8K -680 -13%

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.