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iShares Russell 1000 Growth ETF

2,027 hedge funds and large institutions have $73.3B invested in iShares Russell 1000 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 615 increasing their positions, 769 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

369% more call options, than puts

Call options by funds: $141M | Put options by funds: $30M

121% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 70

8% more capital invested

Capital invested by funds: $67.9B → $73.3B (+$5.42B)

3% more funds holding

Funds holding: 1,9622,027 (+65)

1% less funds holding in top 10

Funds holding in top 10: 204202 (-2)

1.42% less ownership

Funds ownership: 305.18%303.76% (-1.4%)

20% less repeat investments, than reductions

Existing positions increased: 615 | Existing positions reduced: 769

Holders
2,027
Holders Change
+65
Holders Change %
+3.31%
% of All Funds
29.27%
Holding in Top 10
202
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.98%
% of All Funds
2.92%
New
155
Increased
615
Reduced
769
Closed
70
Calls
$141M
Puts
$30M
Net Calls
+$111M
Net Calls Change
+$21M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
226
Evercore Wealth Management
New York
$21.1M -$208K -2,436 -1%
AAS
227
Ameritas Advisory Services
Nebraska
$20.9M +$1.01M +11,840 +5%
FCH
228
Freestone Capital Holdings
Washington
$20.8M -$1.15M -13,500 -6%
BP
229
Ballentine Partners
Massachusetts
$20.8M -$617K -7,224 -3%
Susquehanna International Group
230
Susquehanna International Group
Pennsylvania
$20.5M +$19.2M +224,728 New
BWA
231
Blodgett Wealth Advisors
California
$20.4M +$44.4K +520 +0.2%
SWP
232
Summit Wealth Partners
Florida
$20.3M -$1.26M -14,744 -6%
VWA
233
Visionary Wealth Advisors
Illinois
$20.2M -$98K -1,148 -0.5%
MCWS
234
McKinley Carter Wealth Services
West Virginia
$20.1M -$168K -1,964 -0.9%
GIA
235
GHP Investment Advisors
Colorado
$19.9M -$114K -1,340 -0.6%
VCS
236
Vaughan & Co Securities
New Jersey
$19.6M -$647K -7,580 -3%
G
237
Gainplan
Michigan
$19.5M +$18.3M +214,220 New
MG
238
Mather Group
Illinois
$19.4M +$1.24M +14,484 +7%
PFS
239
Prospera Financial Services
Texas
$19.3M +$7.3M +85,548 +68%
SAS
240
SMI Advisory Services
Indiana
$19.1M -$1.54M -18,088 -8%
RBC
241
Roble Belko & Company
Pennsylvania
$19M -$217K -2,536 -1%
MA
242
Montag & Associates
Georgia
$19M +$2.18M +25,492 +14%
CFO
243
Callan Family Office
Pennsylvania
$18.9M -$4.47M -52,400 -20%
SWM
244
Spire Wealth Management
Virginia
$18.8M -$266K -3,120 -1%
SFG
245
Sunburst Financial Group
Alabama
$18.8M -$512K -6,000 -3%
FA
246
Fermata Advisors
California
$18.6M +$40.6K +476 +0.2%
SFB
247
STAR Financial Bank
Indiana
$18.4M -$495K -5,800 -3%
WAG
248
Winthrop Advisory Group
Massachusetts
$18.3M +$434K +5,084 +3%
Neuberger Berman Group
249
Neuberger Berman Group
New York
$18.1M +$9.87M +115,560 +139%
UB
250
UMB Bank
Missouri
$18M -$534K -6,260 -3%

IWF Hedge Fund Activity: Q2 2024 in Review

2,027 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2024, worth a combined $73.3B — up 8% from $67.9B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new IWF positions and 70 closed out — a net gain of 85 holders — while 615 added to existing stakes and 769 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $633M. The largest seller was Ameriprise, cutting an estimated $924M.

  • 2,027 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2024, up from 1,962 in Q1 2024.
  • Funds reported $73.3B of iShares Russell 1000 Growth ETF stock for Q2 2024, up 8% quarter-over-quarter.
  • 155 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2024 and 70 closed out, a net change of +85 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2024 was Morgan Stanley, an estimated $633M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2024 was Ameriprise, an estimated $924M sold.

Based on aggregated 13F filings for Q2 2024.