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
KLI
1701
Kelman-Lazarov Inc
Tennessee
$265K
JWM
1702
JGP Wealth Management
Oregon
$264K -$75.4K -936 -23%
EIA
1703
Eastover Investment Advisors
North Carolina
$264K +$252K +3,128 New
RFN
1704
Redwood Financial Network
Ohio
$261K +$250K +3,104 New
CICC
1705
Capital Investment Counsel (Colorado)
Colorado
$261K
BRM
1706
Boston Research & Management
Massachusetts
$260K -$12.6K -156 -5%
EWA
1707
Emergent Wealth Advisors
New York
$258K -$25.5K -316 -9%
GIA
1708
Guyasuta Investment Advisors
Pennsylvania
$258K
TCM
1709
Traynor Capital Management
Pennsylvania
$258K +$246K +3,056 New
TSWM
1710
Tyler-Stone Wealth Management
Ohio
$256K
PRI
1711
Prepared Retirement Institute
Pennsylvania
$255K -$15.8K -196 -6%
MC
1712
Matisse Capital
Oregon
$253K
BAM
1713
Brave Asset Management
New Jersey
$253K +$242K +3,008 New
CCMI
1714
Creative Capital Management Investments
California
$253K
LB
1715
Legacy Bridge
Iowa
$253K
MWM
1716
MGB Wealth Management
Texas
$253K
AWM
1717
Act Wealth Management
Texas
$252K -$77.7K -964 -24%
NG
1718
Norden Group
Utah
$251K +$240K +2,984 New
RF
1719
Robinswood Financial
Washington
$250K +$322 +4 +0.1%
RFN
1720
RDA Financial Network
Iowa
$250K
OSNBOA
1721
Old Second National Bank of Aurora
Illinois
$250K
FNBTCON
1722
First National Bank & Trust Co of Newtown
Pennsylvania
$250K
CWP
1723
Concord Wealth Partners
Virginia
$249K +$237K +2,944 +24,533%
SWM
1724
Sterling Wealth Management
Illinois
$249K
BCAM
1725
Boston Common Asset Management
Massachusetts
$249K

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.