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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
Massachusetts Financial Services
2001
Massachusetts Financial Services
Massachusetts
– -$491K -6,484 Closed
SIG
2002
Spinnaker Investment Group
California
– -$474K -6,260 Closed
GCP
2003
GSA Capital Partners
United Kingdom
– -$455K -6,000 Closed
FPCG
2004
Fort Pitt Capital Group
Pennsylvania
– -$439K -5,796 Closed
FNWM
2005
Financial Network Wealth Management
Utah
– -$425K -5,620 Closed
Westfield Capital Management
2006
Westfield Capital Management
Massachusetts
– -$422K -5,572 Closed
CCM
2007
Carlson Capital Management
Minnesota
– -$420K -5,548 Closed
PWM
2008
Praetorian Wealth Management
California
– -$407K -5,376 Closed
IG
2009
Ithaka Group
Virginia
– -$403K -5,320 Closed
SCM
2010
Stordahl Capital Management
Colorado
– -$393K -5,184 Closed
CG
2011
Cutler Group
California
– -$403K -5,008 Closed
AC
2012
AlphaCore Capital
California
– -$366K -4,832 Closed
CFA
2013
Camarda Financial Advisors
Florida
– -$360K -4,756 Closed
BOSSRA
2014
B.O.S.S. Retirement Advisors
Utah
– -$355K -4,688 Closed
CWM
2015
Curi Wealth Management
North Carolina
– -$351K -4,628 Closed
SAM
2016
Smithbridge Asset Management
Pennsylvania
– -$346K -4,560 Closed
CCA
2017
Conservest Capital Advisors
Pennsylvania
– -$344K -4,536 Closed
SEIA
2018
Signature Estate & Investment Advisors
California
– -$340K -4,476 Closed
SA
2019
Scarborough Advisors
Maryland
– -$325K -4,288 Closed
AIP
2020
ARS Investment Partners
New York
– -$311K -4,100 Closed
VAS
2021
Vestmark Advisory Solutions
Massachusetts
– -$307K -4,044 Closed
CWM
2022
C2C Wealth Management
Arizona
– -$291K -3,824 Closed
GA
2023
GSG Advisors
New Jersey
– -$259K -3,500 Closed
SAM
2024
Secure Asset Management
Michigan
– -$252K -3,328 Closed
PCI
2025
Planning Center Inc
Illinois
– -$244K -3,216 Closed
79 80
81
82 83

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.