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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
FMTCOCP
1901
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$56K
TWD
1902
True Wealth Design
Ohio
$53.6K
TCM
1903
Tanaka Capital Management
New York
$50K
DAM
1904
Delta Asset Management
Tennessee
$47.2K -$11.3K -140 -20%
RFS
1905
Richardson Financial Services
Massachusetts
$44.5K +$42.5K +528 New
BIM
1906
Breakwater Investment Management
Washington
$43.8K +$41.9K +520 New
BAM
1907
Byrne Asset Management
New Jersey
$43.5K -$37.4K -464 Closed
AIM
1908
ARK Investment Management
Florida
$41.1K +$8.7K +108 +28%
MSG
1909
Main Street Group
Virginia
$40.8K
CT
1910
Clearstead Trust
Maine
$40.1K
FFA
1911
Frazier Financial Advisors
Ohio
$39.8K
PIS
1912
POM Investment Strategies
North Carolina
$38.4K
TH
1913
TCTC Holdings
Texas
$33.7K -$11.9K -148 -27%
CNBTD
1914
Citizens National Bank Trust Department
Mississippi
$33.7K
CWM
1915
Cranbrook Wealth Management
Michigan
$33.7K
NL
1916
NVWM LLC
Pennsylvania
$33.7K +$9.99K +124 +45%
OLVIG
1917
Oliver Lagore Vanvalin Investment Group
Michigan
$28K +$26.7K +332 New
MFC
1918
Morris Financial Concepts
South Carolina
$27.3K
HWA
1919
HHM Wealth Advisors
Tennessee
$26K +$5.16K +64 +26%
DCM
1920
Davis Capital Management
Florida
$25.9K
OAJ
1921
Ogorek Anthony Joseph
New York
$25K -$10.6K -132 -30%
TLCM
1922
Twin Lakes Capital Management
California
$23.9K
GCM
1923
Gables Capital Management
Florida
$23.3K +$22.2K +276 New
JWM
1924
Janiczek Wealth Management
Colorado
$22.2K
AGWCA
1925
Annis Gardner Whiting Capital Advisors
Florida
$22.2K +$21.3K +264 New

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.