We are live on ! Find out more
IWF icon

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
IIM
1626
Ironwood Investment Management
Massachusetts
$305K
OA
1627
Operose Advisors
Wisconsin
$305K -$2.58K -32 -0.9%
ERWM
1628
Elk River Wealth Management
Colorado
$304K -$187K -2,316 -39%
LIG
1629
Lokken Investment Group
Delaware
$304K +$4.83K +60 +2%
IAA
1630
Independent Advisor Alliance
North Carolina
$302K
FM
1631
Foster & Motley
Ohio
$302K
GAM
1632
Gemmer Asset Management
California
$302K
PFS
1633
Prospect Financial Services
New York
$301K -$13.5K -168 -4%
CNBT
1634
Cornerstone National Bank & Trust
Illinois
$301K
RC
1635
Roundview Capital
New Jersey
$300K
BSWA
1636
Bromfield Sneider Wealth Advisors
Massachusetts
$300K +$322 +4 +0.1%
PAMG
1637
Patton Albertson Miller Group
Tennessee
$300K -$12.9K -160 -4%
AG
1638
Ascent Group
Virginia
$300K
CYG
1639
Clean Yield Group
Vermont
$299K -$64.5K -800 -18%
OWM
1640
OneAscent Wealth Management
Alabama
$299K -$27.4K -340 -9%
AA
1641
Advisory Alpha
Michigan
$298K +$285K +3,532 New
AAM
1642
Austin Asset Management
Texas
$296K -$164K -2,040 -37%
PFM
1643
Phillips Financial Management
Indiana
$295K -$21.9K -272 -7%
SIAS
1644
Summit Investment Advisory Services
Minnesota
$294K
RCM
1645
RB Capital Management
Nevada
$292K -$6.77K -84 -2%
FAG
1646
Fortitude Advisory Group
Washington
$291K -$201K -2,500 -42%
GWANC
1647
Guardian Wealth Advisors (North Carolina)
North Carolina
$291K -$2.58K -32 -0.9%
RA
1648
Riversedge Advisors
Delaware
$290K +$277K +3,440 New
BA
1649
Baugh & Associates
Georgia
$290K -$16.1K -200 -5%
HWMA
1650
Heritage Wealth Management (Arizona)
Arizona
$290K

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.