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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
ACM
1526
Ashford Capital Management
Delaware
$380K -$38K -472 -9%
Qube Research & Technologies (QRT)
1527
Qube Research & Technologies (QRT)
United Kingdom
$378K -$980K -12,168 -73%
PWMG
1528
Prestige Wealth Management Group
New Jersey
$377K -$125K -1,556 -26%
CW
1529
CIC Wealth
Maryland
$377K -$758K -9,412 -68%
EP
1530
Eudaimonia Partners
Tennessee
$377K
CFSG
1531
Community Financial Services Group
Vermont
$376K +$360K +4,468 New
MWPCG
1532
Measured Wealth Private Client Group
New Hampshire
$376K +$360K +4,468 New
IWA
1533
Inspirion Wealth Advisors
Illinois
$376K
PB
1534
Pinnacle Bancorp
Nebraska
$375K -$21.6K -268 -6%
CAL
1535
Capital Analysts LLC
Pennsylvania
$375K +$89.9K +1,116 +33%
TFS
1536
Thoroughbred Financial Services
Tennessee
$373K -$703K -8,720 -66%
LC
1537
LCNB Corp
Ohio
$373K
TCM
1538
Telos Capital Management
California
$372K -$23.2K -288 -6%
TCM
1539
Tandem Capital Management
New Jersey
$372K -$88.3K -1,096 -20%
FSA
1540
Fort Sheridan Advisors
Illinois
$371K +$76.1K +944 +27%
NB
1541
NBT Bank
New York
$371K -$26.4K -328 -7%
B
1542
BetterWealth
California
$368K -$11K -136 -3%
PSB
1543
Piscataqua Savings Bank
New Hampshire
$368K -$32.2K -400 -8%
SFP
1544
Sandbox Financial Partners
Maryland
$366K +$322 +4 +0.1%
FC
1545
FCA Corp
Texas
$366K
FCAS
1546
First Command Advisory Services
Texas
$365K -$46.7K -580 -12%
FNT
1547
First Nebraska Trust
Nebraska
$365K
JFA
1548
JNBA Financial Advisors
Minnesota
$365K
SA
1549
Skyline Advisors
Washington
$364K +$34.5K +428 +11%
SCA
1550
Sage Capital Advisors
South Dakota
$364K -$322K -4,000 -48%

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.