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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
HCC
151
Hirtle Callaghan & Co
Pennsylvania
$37.9M -$195K -2,420 -0.5%
RZH
152
Relyea Zuckerberg Hanson
Connecticut
$37.8M +$721K +8,944 +2%
RWB
153
RMR Wealth Builders
New Jersey
$37.7M -$1.16M -14,456 -3%
LFWA
154
LBJ Family Wealth Advisors
Texas
$37.3M +$350K +4,340 +1%
BSW
155
Buckingham Strategic Wealth
Missouri
$36.9M +$1.55M +19,228 +5%
EGA
156
E&G Advisors
Texas
$36.6M -$167K -2,076 -0.5%
CFA
157
Capstone Financial Advisors
Illinois
$36.3M +$43.8K +544 +0.1%
CAM
158
Crestone Asset Management
Colorado
$36M -$1.4M -17,400 -4%
MIM
159
MetLife Investment Management
New Jersey
$35.5M +$12.2M +151,200 +56%
SC
160
Savant Capital
Illinois
$35M -$529K -6,564 -2%
EWA
161
EP Wealth Advisors
California
$35M -$624K -7,748 -2%
BPWM
162
Badgley Phelps Wealth Managers
Washington
$34.9M -$5.83M -72,312 -15%
SCM
163
Sheridan Capital Management
California
$34.7M +$1.59M +19,748 +5%
BF
164
BOK Financial
Oklahoma
$34.2M -$911K -11,308 -3%
Principal Financial Group
165
Principal Financial Group
Iowa
$34M -$8.3M -103,044 -20%
Natixis Advisors
166
Natixis Advisors
Massachusetts
$33.8M +$3.89M +48,280 +14%
SC
167
Saiph Capital
New Jersey
$33.7M -$1.24M -15,336 -4%
LC
168
Lindbrook Capital
California
$33.6M -$827K -10,260 -3%
AI
169
Accredited Investors
Minnesota
$33.2M -$1.01M -12,588 -3%
JIC
170
Johnson Investment Counsel
Ohio
$33.2M -$2.48M -30,788 -7%
BA
171
Bluesphere Advisors
Pennsylvania
$33.1M +$498K +6,184 +2%
KPWS
172
Kestra Private Wealth Services
Texas
$32.3M +$3.01M +37,380 +11%
CI
173
CX Institutional
Indiana
$31.7M +$11.7M +144,824 +63%
APP
174
Avantax Planning Partners
Iowa
$31.5M -$4.68M -58,100 -13%
PFBT
175
Parkside Financial Bank & Trust
Missouri
$31.4M -$661K -8,208 -2%

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.