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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
TAM
1951
Tucker Asset Management
Colorado
$10.1K +$5.8K +72 +150%
CFS
1952
CGC Financial Services
Oregon
$9.77K
ACA
1953
Atlas Capital Advisors
Wyoming
$9.44K
DWS
1954
Dynamic Wealth Strategies
California
$9K
BC
1955
Broadwater Capital
Massachusetts
$8.43K
RG
1956
Retirement Group
California
$7.08K
FCT
1957
First Community Trust
Iowa
$6.74K
KFS
1958
Kelly Financial Services
Massachusetts
$6.4K
TFA
1959
Toth Financial Advisory
Virginia
$5.73K
CIA
1960
Cape Investment Advisory
Georgia
$5.39K -$5.8K -72 -53%
WAS
1961
Winch Advisory Services
Wisconsin
$5.06K
HCP
1962
Hexagon Capital Partners
Arkansas
$4.72K
AIP
1963
Ameritas Investment Partners
Nebraska
$4.21K +$322 +4 +8%
LWA
1964
Lowe Wealth Advisors
Maryland
$2.02K
Toronto Dominion Bank
1965
Toronto Dominion Bank
Ontario, Canada
$1.01K
BSB
1966
Bangor Savings Bank
Maine
$337
CS
1967
Credit Suisse
Switzerland
-$37.5M -494,180 Closed
DCP
1968
DSM Capital Partners
Florida
-$25.2M -332,548 Closed
ClearBridge Investments
1969
ClearBridge Investments
New York
-$21.2M -280,072 Closed
Sands Capital Management
1970
Sands Capital Management
Virginia
-$17.8M -234,352 Closed
Susquehanna International Group
1971
Susquehanna International Group
Pennsylvania
-$13.5M -168,068 Closed
NCA
1972
Newbrook Capital Advisors
New York
-$12.5M -165,552 Closed
WC
1973
Wexford Capital
Florida
-$5.09M -67,216 Closed
CW
1974
Channel Wealth
California
-$3.43M -45,248 Closed
FAM
1975
Fred Alger Management
New York
-$3M -39,552 Closed

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.