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Markets Score 25 Bearish

Institutional Holdings in iShares Russell 1000 Growth ETF Decline

Apr 27, 2026 15:14 UTC
IWF
Medium term

Recent 13F filings reveal a reduction in aggregate holdings of the IWF ETF among a subset of tracked hedge funds. Two wealth management firms have completely liquidated their positions as of the first quarter of 2026.

  • Aggregate share count dropped from 12.97 million to 11.92 million
  • 8.12% decline in total shares held by the analyzed fund group
  • 12 funds increased positions while 9 decreased
  • Bulltick Wealth Management and Dominguez Wealth Management exited entirely
  • Analysis is limited to long positions per SEC reporting requirements

Analysis of the most recent SEC 13F filings indicates a cooling of institutional appetite for the iShares Russell 1000 Growth ETF (IWF). In a review of 57 recent filings for the period ending March 31, 2026, aggregate holdings of the ETF among the tracked group fell by approximately 8.12%. The data shows that the total share count held by these funds decreased from 12,972,700 to 11,919,228, representing a net reduction of 1,053,472 shares. While 12 of the funds increased their existing positions and three established new ones, nine funds reduced their exposure. Notably, Bulltick Wealth Management LLC and Dominguez Wealth Management Solutions Inc. fully exited their positions in IWF during this reporting window. These movements suggest a tactical shift in portfolio allocation for these specific managers. Market analysts caution that 13F data provides an incomplete picture of institutional sentiment, as funds are only required to disclose long positions. The observed decline in long holdings may not necessarily indicate a bearish outlook on large-cap growth stocks, as it does not account for short positions or derivative hedges that may be in place.

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