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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
RGC
1551
Roberts, Glore & Co
Illinois
$363K
NQWM
1552
Northwest Quadrant Wealth Management
Oregon
$362K +$322 +4 +0.1%
TCB
1553
Texas Capital Bancshares
Texas
$360K -$28.4K -352 -8%
SP
1554
Stonebrook Private
Michigan
$359K -$578K -7,172 -63%
PA
1555
Perennial Advisors
New York
$357K
WTB
1556
Washington Trust Bank
Washington
$356K -$402K -4,992 -54%
NPI
1557
New Perspectives Inc
Mississippi
$356K +$341K +4,228 New
MWM
1558
Modern Wealth Management
Kansas
$355K
HGWM
1559
Horst & Graben Wealth Management
Oregon
$355K -$3.22K -40 -0.9%
FGAM
1560
Financial Gravity Asset Management
Texas
$354K -$2.37M -29,444 -87%
OCPWS
1561
One Charles Private Wealth Services
Massachusetts
$354K +$52.5K +652 +18%
HAC
1562
Harbor Advisory Corp
New Hampshire
$354K -$96.7K -1,200 -22%
AFM
1563
Abbot Financial Management
Massachusetts
$354K -$2.26K -28 -0.7%
JCFM
1564
JBR Co Financial Management
Oklahoma
$353K
ORI
1565
Oak Ridge Investments
Illinois
$352K -$386K -4,792 -53%
RWA
1566
River Wealth Advisors
Pennsylvania
$352K
BI
1567
Berkeley Inc
Idaho
$350K -$69.6K -864 -17%
CCA
1568
Cobblestone Capital Advisors
New York
$347K +$46.7K +580 +16%
W
1569
Wealthquest
Ohio
$346K
EFL
1570
ERn Financial LLC
Wisconsin
$346K -$30K -372 -8%
KC
1571
Kingfisher Capital
North Carolina
$345K +$645 +8 +0.2%
KWM
1572
Kolinsky Wealth Management
New Jersey
$345K
NCM
1573
Neumann Capital Management
California
$344K
AHB
1574
Abner Herrman & Brock
New Jersey
$344K
PP
1575
PDS Planning
Ohio
$343K +$322 +4 +0.1%

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.