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iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

1,947 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 133 funds opening new positions, 578 increasing their positions, 785 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,947
Holders Change
+5
Holders Change %
+0.26%
% of All Funds
28.23%
Holding in Top 10
203
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.53%
% of All Funds
2.94%
New
133
Increased
578
Reduced
785
Closed
98
Calls
$114M
Puts
$24.2M
Net Calls
+$89.8M
Net Calls Change
-$6.62M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$442M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$225M
3
Ameriprise
Ameriprise
Minnesota
$1.68B
4
M&T Bank
M&T Bank
New York
$927M
5
BlackRock
BlackRock
New York
$500M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$8.16B
2
Bank of America
Bank of America
North Carolina
$10.2B
3
Polen Capital Management
Polen Capital Management
Florida
$25.5M
4
RJA
Raymond James & Associates
Florida
$883M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.74B
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
201
PFW Advisors
Georgia
$25.6M -$1.83M -5,436 -7%
Polen Capital Management
202
Polen Capital Management
Florida
$25.5M -$114M -339,609 -82%
HCMT
203
Highland Capital Management (Tennessee)
Tennessee
$25.5M -$612K -1,815 -2%
Envestnet Portfolio Solutions
204
Envestnet Portfolio Solutions
Illinois
$24.8M -$4.15M -12,325 -14%
SWMG
205
Sanchez Wealth Management Group
Florida
$24.5M -$98.4K -292 -0.4%
MCCA
206
Mill Creek Capital Advisors
Pennsylvania
$24.3M -$3.71K -11 -0%
CWC
207
Carolinas Wealth Consulting
North Carolina
$23.8M -$286K -850 -1%
JRP
208
Jasper Ridge Partners
California
$23.5M – – –
SFS
209
Sowell Financial Services
Arkansas
$23M -$1.41M -4,195 -6%
EIG
210
Ellenbecker Investment Group
Wisconsin
$22.9M +$1.2M +3,552 +6%
WFA
211
Wellspring Financial Advisors
Ohio
$22.6M -$107K -318 -0.5%
TFGT
212
TS Financial Group (TSFG)
Illinois
$22.5M -$1.5M -4,440 -6%
CAWM
213
Capital Advisors Wealth Management
Washington
$22.4M +$2.95M +8,747 +15%
RJT
214
Raymond James Trust
Florida
$22.2M -$1.25M -3,695 -5%
CFO
215
Callan Family Office
Pennsylvania
$21.9M +$3.85M +11,427 +21%
CPA
216
Capital Planning Advisors
California
$21.7M -$709K -2,105 -3%
ECG
217
Edge Capital Group
Georgia
$21.6M +$958K +2,843 +5%
FCBT
218
First Citizens Bank & Trust
North Carolina
$21.6M +$1.86M +5,524 +9%
FTS
219
Fifth Third Securities
Ohio
$21.5M +$200K +593 +0.9%
NL
220
NWAM LLC
Washington
$21.1M -$405K -1,204 -2%
OIA
221
OneDigital Investment Advisors
Kansas
$21.1M +$8.88M +26,342 +73%
AWS
222
Atria Wealth Solutions
New York
$21M -$397K -1,177 -2%
SPIA
223
Strategic Point Investment Advisors
Rhode Island
$21M +$12.3M +36,571 +142%
HTC
224
Haverford Trust Company
Pennsylvania
$20.8M -$246K -729 -1%
HWM
225
HB Wealth Management
Georgia
$20.3M +$153K +453 +0.8%
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