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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
MSR
1751
Main Street Research
Connecticut
$234K -$17.1K -212 -7%
FCB
1752
First County Bank
Connecticut
$234K – – –
CWA
1753
CM Wealth Advisors
Ohio
$233K +$224K +2,776 New
FFWM
1754
Future Financial Wealth Management
Ohio
$233K -$3.52M -43,696 -94%
RC
1755
Randolph Company
Ohio
$233K – – –
OHIS
1756
Oak Harvest Investment Services
Texas
$232K -$16.1K -200 -7%
CHA
1757
Cooper/Haims Advisors
New York
$231K – – –
OFA
1758
Onyx Financial Advisors
Idaho
$230K +$220K +2,728 New
KWA
1759
Kellett Wealth Advisors
Ohio
$229K +$219K +2,724 New
AFAS
1760
Acorn Financial Advisory Services
Virginia
$229K -$34.2K -424 -14%
SWA
1761
Strata Wealth Advisors
Texas
$229K – – –
HPC
1762
HM Payson & Co
Maine
$227K -$65.1K -808 -23%
PCFFS
1763
Pacific Center for Financial Services
California
$227K – – –
MA
1764
MKT Advisors
California
$227K – – –
CMAI
1765
Capital Management Associates Inc
Minnesota
$225K -$88.6K -1,100 -29%
SFO
1766
Standard Family Office
South Dakota
$225K +$215K +2,672 New
BWM
1767
BKM Wealth Management
Wisconsin
$224K -$23.8K -296 -10%
CTC
1768
Cetera Trust Company
Minnesota
$224K – – –
MAS
1769
Meeder Advisory Services
Ohio
$224K +$214K +2,656 New
BC
1770
Bowman & Company
Wisconsin
$222K +$212K +2,636 New
HWM
1771
Horizons Wealth Management
North Carolina
$222K – – –
TPA
1772
Trivium Point Advisory
Connecticut
$222K +$212K +2,632 New
CP
1773
Canopy Partners
Ohio
$221K +$212K +2,628 New
CC
1774
Callan Capital
California
$220K +$210K +2,608 New
SFS
1775
Security Financial Services
Indiana
$219K +$209K +2,596 New
69 70
71
72 73

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.