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iShares Russell 1000 Growth ETF
IWF

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: 199 → 204 (+5)

0% more funds holding

Funds holding: 1,957 → 1,962 (+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

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$340M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$169M
3
Ameriprise
Ameriprise
Minnesota
+$122M
4
M&T Bank
M&T Bank
New York
+$87M
5
BlackRock
BlackRock
New York
+$78.2M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$7.92B
2
Bank of America
Bank of America
North Carolina
-$632M
3
Polen Capital Management
Polen Capital Management
Florida
-$109M
4
RJA
Raymond James & Associates
Florida
-$85.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$80.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
GS
1976
GTS Securities
New York
– -$2.85M -35,336 Closed
SGAM
1977
Smith Group Asset Management
Texas
– -$2.47M -32,584 Closed
Edgewood Management
1978
Edgewood Management
Connecticut
– -$2.34M -30,932 Closed
TCMP
1979
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$1.87M -24,636 Closed
LAS
1980
Lloyd Advisory Services
Georgia
– -$1.68M -22,216 Closed
AWM
1981
Arista Wealth Management
Nevada
– -$1.62M -21,380 Closed
WCP
1982
Wick Capital Partners
Pennsylvania
– -$1.54M -20,348 Closed
FCG
1983
Financial Connections Group
California
– -$1.51M -19,904 Closed
CWP
1984
Curated Wealth Partners
California
– -$1.3M -16,180 Closed
QAM
1985
Q3 Asset Management
Michigan
– -$1.18M -15,568 Closed
YIH
1986
Y-Intercept (HK)
Hong Kong
– -$1.11M -14,604 Closed
CM
1987
Columbus Macro
Pennsylvania
– -$1.1M -14,568 Closed
KIG
1988
Kowal Investment Group
Wisconsin
– -$1.07M -14,092 Closed
AWM
1989
Avitas Wealth Management
California
– -$921K -12,156 Closed
AAP
1990
Aristotle Atlantic Partners
Florida
– -$851K -11,224 Closed
FPF
1991
First Pacific Financial
Washington
– -$759K -10,016 Closed
Bank Julius Baer & Co
1992
Bank Julius Baer & Co
Switzerland
– -$744K -9,820 Closed
GI
1993
Gradient Investments
Minnesota
– -$735K -9,696 Closed
KMWM
1994
Keudell/Morrison Wealth Management
Oregon
– -$695K -9,176 Closed
D.E. Shaw & Co
1995
D.E. Shaw & Co
New York
– -$605K -7,976 Closed
FWA
1996
FSC Wealth Advisors
New York
– -$588K -7,756 Closed
SSA
1997
Schonfeld Strategic Advisors
New York
– -$551K -7,268 Closed
AP
1998
Arlington Partners
Alabama
– -$548K -7,228 Closed
HBWM
1999
Hollow Brook Wealth Management
New York
– -$505K -6,664 Closed
OP
2000
ORG Partners
Indiana
– -$502K -6,600 Closed
78 79
80
81 82

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.