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iShares Russell 1000 Growth ETF
IWF

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: 199 → 204 (+5)

0% more funds holding

Funds holding: 1,957 → 1,962 (+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

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$340M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$169M
3
Ameriprise
Ameriprise
Minnesota
+$122M
4
M&T Bank
M&T Bank
New York
+$87M
5
BlackRock
BlackRock
New York
+$78.2M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$7.92B
2
Bank of America
Bank of America
North Carolina
-$632M
3
Polen Capital Management
Polen Capital Management
Florida
-$109M
4
RJA
Raymond James & Associates
Florida
-$85.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$80.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
PSF
1651
Pacific Sun Financial
California
$290K – – –
MFA
1652
Mayflower Financial Advisors
Massachusetts
$289K – – –
EA
1653
Everpar Advisors
Oklahoma
$287K +$274K +3,404 New
SCA
1654
Stuart Chaussee & Associates
California
$286K – – –
Fiera Capital (Canada)
1655
Fiera Capital (Canada)
Quebec, Canada
$286K -$521K -6,464 -66%
FWI
1656
Facet Wealth Inc
Maryland
$286K -$14.8K -184 -5%
PCA
1657
Prosperity Capital Advisors
Ohio
$285K +$273K +3,384 New
UIA
1658
Ulland Investment Advisors
Minnesota
$285K +$272K +3,380 New
AFG
1659
ABLE Financial Group
Arizona
$284K – – –
SFP
1660
Shepherd Financial Partners
Massachusetts
$284K -$128K -1,592 -32%
CCFCSB
1661
Cape Cod Five Cents Savings Bank
Massachusetts
$283K – – –
GLLW
1662
Graves Light Lenhart Wealth
Virginia
$282K – – –
MCA
1663
Millennium Capital Advisors
Arkansas
$282K – – –
CWM
1664
Cedar Wealth Management
California
$281K – – –
TI
1665
Trexquant Investment
Connecticut
$280K +$267K +3,320 New
SWA
1666
SFMG Wealth Advisors
Texas
$279K +$50K +620 +23%
WRPWM
1667
Werba Rubin Papier Wealth Management
California
$278K +$266K +3,304 New
PWLP
1668
Prio Wealth Limited Partnership
Massachusetts
$278K – – –
AP
1669
Aspect Partners
Virginia
$278K – – –
PWP
1670
Precedent Wealth Partners
Texas
$278K +$967 +12 +0.4%
JCM
1671
Janney Capital Management
Pennsylvania
$278K – – –
HNWAG
1672
High Net Worth Advisory Group
Florida
$277K – – –
SL
1673
Sentinus LLC
Illinois
$277K +$265K +3,288 New
PIM
1674
Parker Investment Management
California
$277K – – –
NOI
1675
Newton One Investments
Delaware
$276K – – –
65 66
67
68 69

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.