We are live on ! Find out more
IWF icon

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
CB
1851
CNB Bank
Pennsylvania
$121K
SA
1852
SRH Advisors
Kansas
$120K
MFA
1853
Morling Financial Advisors
California
$119K
T
1854
Tidemark
California
$111K
HT
1855
Headlands Technologies
Illinois
$111K +$106K +1,320 New
PA
1856
Pineridge Advisors
Missouri
$110K -$20K -248 -16%
CWM
1857
CarsonAllaria Wealth Management
Illinois
$109K
AIM
1858
Arcadia Investment Management
Michigan
$108K -$61.2K -760 -37%
CWAF
1859
Core Wealth Advisors (Florida)
Florida
$106K
EPW
1860
Evergreen Private Wealth
Colorado
$105K -$17.1K -212 -14%
IIL
1861
Insight Inv LLC
California
$105K
CSC
1862
Caldwell Sutter Capital
California
$104K
DSC
1863
Duncker Streett & Co
Missouri
$104K
TPCM
1864
Templeton & Phillips Capital Management
Tennessee
$101K +$96.7K +1,200 New
SIS
1865
Sound Income Strategies
Florida
$98.5K +$43.5K +540 +86%
MHR
1866
Matthew Hamilton Rosenberg
$97.3K
JGIA
1867
Jackson Grant Investment Advisers
Connecticut
$96.4K
SAM
1868
Smartleaf Asset Management
Massachusetts
$95.5K
GIP
1869
Granite Investment Partners
California
$95K
LTI
1870
Laffer Tengler Investments
Tennessee
$93.4K +$89.3K +1,108 New
LIA
1871
Luken Investment Analytics
Tennessee
$89.8K
BC
1872
Belmont Capital
California
$89.7K
CIR
1873
Clear Investment Research
Georgia
$86.6K
CTWM
1874
Cherry Tree Wealth Management
Minnesota
$86K -$4.83K -60 -6%
FMB
1875
Field & Main Bank
Kentucky
$85.9K

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.