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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
HCM
1801
Hilton Capital Management
New York
$206K +$197K +2,448 New
CWM
1802
Collaborative Wealth Management
Florida
$206K -$72.8K -904 -27%
MAG
1803
Mayfair Advisory Group
Alabama
$206K -$19.7K -244 -9%
CPSAC
1804
Chas P. Smith & Associates (CPS)
Florida
$206K +$197K +2,440 New
ANBT
1805
American National Bank & Trust
Texas
$206K
ECM
1806
Exchange Capital Management
Michigan
$206K +$197K +2,440 New
HIC
1807
Holderness Investments Company
North Carolina
$205K +$196K +2,436 New
1W
1808
1776 Wealth
Georgia
$203K -$27.1K -336 -12%
CPA
1809
Clear Point Advisors
New York
$203K
GCP
1810
Gill Capital Partners
Colorado
$203K +$203K +2,516 New
VC
1811
Vestor Capital
Illinois
$203K -$55.1K -684 -22%
ERIM
1812
Eagle Ridge Investment Management
Connecticut
$202K +$193K +2,400 New
AIM
1813
Aspen Investment Management
Michigan
$202K +$193K +2,400 New
RFA
1814
Register Financial Advisors
Georgia
$200K
SFFS
1815
Stonehage Fleming Financial Services
Jersey
$197K +$260K +3,228 New
CFO
1816
CVA Family Office
Colorado
$197K
FDCDDQ
1817
Federation des caisses Desjardins du Quebec
Quebec, Canada
$193K
WBC
1818
West Branch Capital
Massachusetts
$188K -$23.8K -296 -12%
CSWM
1819
Cassady Schiller Wealth Management
Ohio
$187K
AFS
1820
Annapolis Financial Services
Maryland
$185K
FPFS
1821
First Personal Financial Services
North Carolina
$181K +$55.1K +684 +47%
RDFA
1822
Ritter Daniher Financial Advisory
Ohio
$180K
BWP
1823
Baldwin Wealth Partners
Massachusetts
$179K -$198K -2,456 -54%
MLA
1824
MB, Levis & Associates
Pennsylvania
$177K
Russell Investments Group
1825
Russell Investments Group
United Kingdom
$176K -$87.7K -1,088 -34%

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.