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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
NCM
1726
Novare Capital Management
North Carolina
$249K
APW
1727
Aurora Private Wealth
New Jersey
$248K +$322 +4 +0.1%
CAM
1728
Columbia Asset Management
Michigan
$246K
CWM
1729
Certus Wealth Management
California
$245K
AWM
1730
Avondale Wealth Management
Texas
$244K
WTFG
1731
Wells Trecaso Financial Group
Ohio
$244K -$32.2K -400 -12%
AIA
1732
Allied Investment Advisors
Montana
$244K
MIA
1733
MainStreet Investment Advisors
Illinois
$244K
BW
1734
Basepoint Wealth
Iowa
$243K +$232K +2,884 New
HP
1735
Holistic Planning
Texas
$243K -$52.5K -652 -18%
LG
1736
LaFleur & Godfrey
Michigan
$243K
TCM
1737
TD Capital Management
Tennessee
$242K
SIAG
1738
Safeguard Investment Advisory Group
California
$241K +$322 +4 +0.1%
DS
1739
DRW Securities
Illinois
$241K +$230K +2,860 New
JPWM
1740
Jamison Private Wealth Management
Georgia
$241K +$217K +2,692 +1,641%
WA
1741
WealthTrust Axiom
Pennsylvania
$240K -$7.09K -88 -3%
ALWM
1742
Andrews Lucia Wealth Management
California
$240K
MBFW
1743
Morton Brown Family Wealth
Pennsylvania
$239K
TC
1744
Trust Company
Kansas
$239K
AWM
1745
Affinity Wealth Management
Delaware
$239K +$5.8K +72 +3%
KFGK
1746
Keystone Financial Group (Kentucky)
Kentucky
$237K +$227K +2,812 New
CCT
1747
Chemung Canal Trust
New York
$237K -$13.5K -168 -6%
MTIC
1748
Missouri Trust & Investment Company
Missouri
$236K -$32.2K -400 -13%
AWS
1749
Aspen Wealth Strategies
Colorado
$235K -$96K -1,192 -30%
BMC
1750
Benin Management Corp
Connecticut
$235K

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.