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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
CBT
1876
CoreFirst Bank & Trust
Kansas
$84.3K
CBT
1877
Central Bank & Trust
Kentucky
$83.6K
MJRIC
1878
Mogy Joel R Investment Counsel
California
$82.4K +$79K +980 New
KHC
1879
Koesten Hirschmann & Crabtree
Kansas
$81.6K
AFG
1880
Albion Financial Group
Utah
$80.7K +$67K +832 +671%
SFC
1881
SYM Financial Corp
Indiana
$80K
HDIM
1882
Hanson & Doremus Investment Management
Vermont
$77K
MCM
1883
McKinley Capital Management
Alaska
$75.8K -$2.58K -32 -3%
UCB
1884
United Community Bank
South Carolina
$74.5K
CA
1885
Continuum Advisory
Idaho
$74.3K -$293K -3,636 -80%
ACM
1886
Alcosta Capital Management
California
$71.8K
WAM
1887
WFA Asset Management
Wisconsin
$70.6K +$322 +4 +0.5%
CPG
1888
Custom Portfolio Group
Colorado
$70.1K
MFT
1889
Moisand Fitzgerald Tamayo
Florida
$68.8K
APW
1890
Atlantic Private Wealth
North Carolina
$68.1K
RDIA
1891
RE Dickinson Investment Advisors
Iowa
$68K
WWP
1892
WR Wealth Planners
Missouri
$67.7K +$64.8K +804 New
MCM
1893
Mill Capital Management
North Carolina
$67.4K
BFA
1894
BBJS Financial Advisors
Washington
$65.4K
MSS
1895
Mitchell Sinkler & Starr
Pennsylvania
$64K -$121K -1,496 -66%
MFG
1896
Mendota Financial Group
Wisconsin
$63.7K
AW
1897
Avion Wealth
Texas
$62K
FFL
1898
Financial Freedom LLC
Ohio
$61.7K
FG
1899
Fairman Group
Pennsylvania
$56.8K +$322 +4 +0.6%
FSWA
1900
Financial Synergies Wealth Advisors
Texas
$56.6K +$36.1K +448 +200%

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.