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
EL
1926
EMFO LLC
Florida
$21.2K
MWM
1927
Mascoma Wealth Management
New Hampshire
$21.2K -$77.7K -964 -79%
VCM
1928
Versant Capital Management
Arizona
$21.2K
CAM
1929
Creekmur Asset Management
Illinois
$20.5K -$15.1K -188 -44%
BCV
1930
Banque Cantonale Vaudoise
Switzerland
$20K
TC
1931
Truvestments Capital
Florida
$19.9K +$19K +236 New
TVWM
1932
Tower View Wealth Management
Wisconsin
$19.9K
HWM
1933
HighMark Wealth Management
Minnesota
$18.9K
AWM
1934
AllSquare Wealth Management
New York
$18.1K
AIA
1935
Armor Investment Advisors
North Carolina
$16.9K +$16.1K +200 New
Belvedere Trading
1936
Belvedere Trading
Illinois
$14.5K -$429K -5,324 -97%
MAWCM
1937
Mine & Arao Wealth Creation & Management
California
$13.1K +$3.87K +48 +44%
FCMT
1938
Founders Capital Management (Texas)
Texas
$12.1K
MSFP
1939
Mark Sheptoff Financial Planning
Connecticut
$12.1K
BEI
1940
Benjamin Edwards Inc
Missouri
$12K -$3.87K -48 -25%
RMC
1941
Resources Management Corp
Connecticut
$12K
IRAG
1942
Investment Research & Advisory Group
Georgia
$11.8K
GFPC
1943
Global Financial Private Client
Florida
$11.8K
NRG
1944
Nemes Rush Group
Michigan
$11.5K
EFP
1945
EnRich Financial Partners
Wisconsin
$11.5K +$11K +136 New
RTL
1946
Red Tortoise LLC
Georgia
$11.2K +$3.22K +40 +43%
PFA
1947
Pathway Financial Advisers
Indiana
$11.1K +$3.87K +48 +57%
RL
1948
Rogco LP
Oklahoma
$11.1K
RCM
1949
Raleigh Capital Management
North Carolina
$11.1K +$10.6K +132 New
IHWM
1950
Iron Horse Wealth Management
Iowa
$10.1K

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.