IWF icon

iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

1,948 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 133 funds opening new positions, 578 increasing their positions, 786 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,948
Holders Change
+5
Holders Change %
+0.26%
% of All Funds
28.24%
Holding in Top 10
203
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.53%
% of All Funds
2.94%
New
133
Increased
578
Reduced
786
Closed
98
Calls
$114M
Puts
$24.2M
Net Calls
+$89.8M
Net Calls Change
-$6.62M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$356M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$177M
3
Ameriprise
Ameriprise
Minnesota
+$128M
4
M&T Bank
M&T Bank
New York
+$91M
5
BlackRock
BlackRock
New York
+$81.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$8.29B
2
Bank of America
Bank of America
North Carolina
-$661M
3
Polen Capital Management
Polen Capital Management
Florida
-$114M
4
RJA
Raymond James & Associates
Florida
-$89M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$84.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SJGA
1776
Stephen J. Garry & Associates
New York
$212K +$212K +630 New
IAP
1777
Indie Asset Partners
Indiana
$212K +$212K +628 New
MHWM
1778
Montz Harcus Wealth Management
Louisiana
$211K +$211K +626 New
MWM
1779
Melfa Wealth Management
Massachusetts
$211K +$211K +625 New
WIM
1780
Waverton Investment Management
United Kingdom
$211K +$211K +625 New
BDF
1781
Black Diamond Financial
Maryland
$210K – – –
MIS
1782
Morningstar Investment Services
Illinois
$209K -$18.3K -54 -8%
OWA
1783
Opal Wealth Advisors
New York
$209K -$283K -840 -58%
MLL
1784
Moody Lynn & Lieberson
Massachusetts
$208K +$208K +618 New
NFA
1785
Northwest Financial Advisors
Virginia
$208K – – –
PTC
1786
Philadelphia Trust Company
Pennsylvania
$208K +$208K +616 New
KFA
1787
Kelleher Financial Advisors
New York
$207K +$207K +613 New
HCM
1788
Hilton Capital Management
New York
$206K +$206K +612 New
CWM
1789
Collaborative Wealth Management
Florida
$206K -$76.2K -226 -27%
MAG
1790
Mayfair Advisory Group
Alabama
$206K -$20.6K -61 -9%
CPSAC
1791
Chas P. Smith & Associates (CPS)
Florida
$206K +$206K +610 New
ANBT
1792
American National Bank & Trust
Texas
$206K – – –
ECM
1793
Exchange Capital Management
Michigan
$206K +$206K +610 New
HIC
1794
Holderness Investments Company
North Carolina
$205K +$205K +609 New
1W
1795
1776 Wealth
Georgia
$203K -$28.3K -84 -12%
CPA
1796
Clear Point Advisors
New York
$203K – – –
GCP
1797
Gill Capital Partners
Colorado
$203K +$203K +629 New
VC
1798
Vestor Capital
Illinois
$203K -$57.8K -171 -22%
ERIM
1799
Eagle Ridge Investment Management
Connecticut
$202K +$202K +600 New
AIM
1800
Aspen Investment Management
Michigan
$202K +$202K +600 New
70 71
72
73 74