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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
GHAM
1776
Gilman Hill Asset Management
Connecticut
$218K -$94.1K -1,168 -31%
SAA
1777
Southeast Asset Advisors
Georgia
$218K +$208K +2,584 New
TCM
1778
TruNorth Capital Management
Michigan
$217K +$208K +2,580 New
FCA
1779
FinTrust Capital Advisors
South Carolina
$217K
ATFA
1780
All Terrain Financial Advisors
Minnesota
$217K +$207K +2,572 New
HFS
1781
Howard Financial Services
Texas
$216K +$207K +2,568 New
OA
1782
Oxbow Advisors
Texas
$216K -$35.5K -440 -15%
FG
1783
Fiduciary Group
Georgia
$216K +$207K +2,564 New
GGA
1784
Granite Group Advisors
Connecticut
$216K
IRC
1785
Investors Research Corp
Georgia
$216K
BRG
1786
Bay Rivers Group
Virginia
$213K +$203K +2,524 New
MIC
1787
Meridian Investment Counsel
California
$212K -$141K -1,748 -41%
SWM
1788
Soundmark Wealth Management
Washington
$212K +$203K +2,520 New
SJGA
1789
Stephen J. Garry & Associates
New York
$212K +$203K +2,520 New
IAP
1790
Indie Asset Partners
Indiana
$212K +$202K +2,512 New
MHWM
1791
Montz Harcus Wealth Management
Louisiana
$211K +$202K +2,504 New
MWM
1792
Melfa Wealth Management
Massachusetts
$211K +$201K +2,500 New
WIM
1793
Waverton Investment Management
United Kingdom
$211K +$201K +2,500 New
BDF
1794
Black Diamond Financial
Maryland
$210K
MIS
1795
Morningstar Investment Services
Illinois
$209K -$17.4K -216 -8%
OWA
1796
Opal Wealth Advisors
New York
$209K -$271K -3,360 -58%
MLL
1797
Moody Lynn & Lieberson
Massachusetts
$208K +$199K +2,472 New
NFA
1798
Northwest Financial Advisors
Virginia
$208K
PTC
1799
Philadelphia Trust Company
Pennsylvania
$208K +$199K +2,464 New
KFA
1800
Kelleher Financial Advisors
New York
$207K +$198K +2,452 New

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.