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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
PWS
2026
Peloton Wealth Strategists
Indiana
– -$240K -3,172 Closed
CFP
2027
Catalyst Financial Partners
Massachusetts
– -$237K -3,124 Closed
Federated Hermes
2028
Federated Hermes
Pennsylvania
– -$232K -3,060 Closed
TI
2029
Tidal Investments
Wisconsin
– -$229K -3,024 Closed
TA
2030
TFG Advisers
Michigan
– -$226K -2,988 Closed
NCFG
2031
New Century Financial Group
New Jersey
– -$224K -2,960 Closed
CWM
2032
Chesapeake Wealth Management
Virginia
– -$223K -2,940 Closed
FNBOO
2033
First National Bank of Omaha
Nebraska
– -$216K -2,852 Closed
SWM
2034
Shelton Wealth Management
Texas
– -$216K -2,844 Closed
TNBTD
2035
Trustmark National Bank Trust Department
Mississippi
– -$215K -2,832 Closed
WAM
2036
Worth Asset Management
Texas
– -$209K -2,764 Closed
AFA
2037
American Financial Advisors
Georgia
– -$206K -2,720 Closed
SWS
2038
SYSTM Wealth Solutions
Illinois
– -$206K -2,716 Closed
LTAS
2039
Linden Thomas Advisory Services
North Carolina
– -$205K -2,704 Closed
FC
2040
Fulcrum Capital
Washington
– -$203K -2,680 Closed
OW
2041
Olistico Wealth
Oklahoma
– -$202K -2,664 Closed
Fayez Sarofim & Co
2042
Fayez Sarofim & Co
Texas
– -$219K -2,656 Closed
PCMC
2043
Planning Capital Management Corporation
Pennsylvania
– -$191K -2,520 Closed
PVH
2044
Psagot Value Holdings
Israel
– -$170K -2,240 Closed
FWM
2045
Focused Wealth Management
New York
– -$167K -2,204 Closed
WCM
2046
Winthrop Capital Management
Indiana
– -$112K -1,476 Closed
CAM
2047
Chesapeake Asset Management
New York
– -$104K -1,376 Closed
DPW
2048
DiNuzzo Private Wealth
Pennsylvania
– -$97.6K -1,288 Closed
TVAMP
2049
Tennessee Valley Asset Management Partners
Tennessee
– -$89.5K -1,180 Closed
CI
2050
Cordant Inc
Oregon
– -$82.8K -1,092 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.