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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
JE
176
JMAC Enterprises
Pennsylvania
$31.1M +$1.93M +23,948 +7%
UCFA
177
United Capital Financial Advisors
Texas
$31M -$2.57M -31,956 -8%
SB
178
Simmons Bank
Arkansas
$30.7M -$550K -6,828 -2%
HNB
179
Huntington National Bank
Ohio
$30.7M
BCM
180
BTC Capital Management
Iowa
$30.6M +$29.3M +363,552 New
ONB
181
Old National Bancorp
Indiana
$30.5M -$72.5K -900 -0.2%
WCAMG
182
Woodard & Company Asset Management Group
North Carolina
$30.1M +$94.8K +1,176 +0.3%
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$29.7M +$3.4M +42,220 +14%
BJL
184
Brighton Jones LLC
Washington
$29.7M +$734K +9,108 +3%
JWA
185
JFS Wealth Advisors
Pennsylvania
$29.5M +$4.04M +50,192 +17%
FB
186
Fulton Bank
Pennsylvania
$29.4M -$271K -3,368 -1%
OC
187
Oppenheimer & Co
New York
$29.4M +$1.8M +22,340 +7%
MBT
188
Montecito Bank & Trust
California
$29.1M -$983K -12,200 -3%
SG Americas Securities
189
SG Americas Securities
New York
$28.9M +$27.6M +343,008 New
Marshall Wace
190
Marshall Wace
United Kingdom
$28.3M +$27.1M +335,872 New
QC
191
Quadrature Capital
United Kingdom
$28M +$26.8M +332,400 New
IIC
192
Integrated Investment Consultants
Michigan
$27.5M -$587K -7,288 -2%
BSG
193
Black Swift Group
Colorado
$27.3M -$1.34M -16,600 -5%
BGDI
194
BW Gestao de Investimentos
Brazil
$27M -$2.95M -36,640 -10%
XF
195
XML Financial
Maryland
$26.8M -$242K -3,004 -0.9%
CG
196
Corundum Group
Colorado
$26.6M -$113K -1,400 -0.4%
BWA
197
Boulder Wealth Advisors
Colorado
$26.5M +$25.3M +314,444 New
WIC
198
Whitegate Investment Counselors
New Hampshire
$26.5M +$24.5K +304 +0.1%
CCB
199
Country Club Bank
Missouri
$26M -$652K -8,092 -3%
UWPG
200
Ullmann Wealth Partners Group
Florida
$26M +$5.16K +64 +0%

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.