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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
CAC
1826
Core Alternative Capital
Georgia
$175K
FRA
1827
Front Row Advisors
California
$170K -$4.83K -60 -3%
GWSA
1828
Global Wealth Strategies & Associates
Colorado
$167K
FPB
1829
First PREMIER Bank
South Dakota
$163K -$48.3K -600 -24%
W
1830
WealthCollab
Washington
$156K
BMC
1831
Bear Mountain Capital
Washington
$154K -$645 -8 -0.4%
KWAG
1832
Kiely Wealth Advisory Group
North Carolina
$153K
LFA
1833
Legend Financial Advisors
Pennsylvania
$152K -$9.67K -120 -6%
HCM
1834
Horrell Capital Management
Arkansas
$152K
AWM
1835
Aspire Wealth Management
Massachusetts
$152K
CICI
1836
Capital Investment Counsel Inc
North Carolina
$152K
PPWM
1837
PFG Private Wealth Management
Florida
$148K -$1.29K -16 -0.9%
AC
1838
Arjuna Capital
North Carolina
$145K
WCM
1839
Westend Capital Management
California
$142K +$135K +1,680 New
AssetMark Inc
1840
AssetMark Inc
California
$140K -$314K -3,896 -70%
CJ
1841
Caitlin John
Michigan
$135K -$4.51K -56 -3%
HR
1842
Howe & Rusling
New York
$133K -$508K -6,308 -80%
PCTC
1843
Perkins Coie Trust Company
Washington
$132K
LF
1844
LifeSteps Financial
California
$131K +$125K +1,556 New
IGWM
1845
ICA Group Wealth Management
Colorado
$131K +$31.6K +392 +34%
RLIM
1846
Red Lighthouse Investment Management
New York
$130K -$38K -472 -23%
HBT
1847
Hills Bank & Trust
Iowa
$130K
TCA
1848
Trifecta Capital Advisors
Illinois
$129K -$105K -1,304 -46%
JFG
1849
JDM Financial Group
Texas
$127K
SIC
1850
SJS Investment Consulting
Ohio
$123K

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.