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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
WEG
1601
World Equity Group
Illinois
$325K -$47.7K -592 -13%
AI
1602
Arvest Investments
Arkansas
$323K -$7.09K -88 -2%
NB
1603
Northwest Bancshares
Pennsylvania
$321K -$50.6K -628 -14%
APG
1604
Abacus Planning Group
South Carolina
$320K -$967 -12 -0.3%
PIMG
1605
Patriot Investment Management Group
Tennessee
$320K
BP
1606
Broadleaf Partners
Ohio
$320K -$105K -1,300 -26%
GWM
1607
GSB Wealth Management
Connecticut
$320K -$15.8K -196 -5%
AHC
1608
Adell Harriman & Carpenter
Texas
$319K
AAG
1609
Armstrong Advisory Group
Massachusetts
$318K
SRC
1610
Shufro Rose & Co
New York
$316K -$196K -2,428 -39%
TBC
1611
Ted Buchan & Co
California
$313K -$2.9K -36 -1%
MC
1612
McCarthy & Cox
Ohio
$313K +$299K +3,716 New
MGWM
1613
Marks Group Wealth Management
Minnesota
$313K
CPCM
1614
Cardinal Point Capital Management
Ontario, Canada
$311K
FG
1615
Foster Group
Iowa
$311K +$297K +3,688 New
VAF
1616
Values Added Financial
District of Columbia
$310K
TCBWMS
1617
Texas Capital Bank Wealth Management Services
Texas
$309K -$500K -6,208 -63%
CC
1618
Commons Capital
Massachusetts
$309K +$322 +4 +0.1%
TW
1619
Transform Wealth
Colorado
$309K
PBO
1620
Peoples Bank (Ohio)
Ohio
$309K -$1.29K -16 -0.4%
MCM
1621
Monument Capital Management
Virginia
$309K
PMG
1622
Private Management Group
California
$309K -$71.9K -892 -20%
LWM
1623
Lionsbridge Wealth Management
Florida
$309K
AIA
1624
Arcadia Investment Advisors
Idaho
$308K
TF
1625
Trek Financial
Arizona
$306K

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.