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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
Financial Engines Advisors
326
Financial Engines Advisors
California
$11.7M +$4.78K +56 +0%
JFG
327
JMG Financial Group
Illinois
$11.7M -$524K -6,140 -5%
SF
328
Summit Financial
New Jersey
$11.6M +$4.76M +55,760 +78%
Millennium Management
329
Millennium Management
New York
$11.5M +$5.41M +63,380 +100%
IWM
330
IHT Wealth Management
Illinois
$11.5M +$884K +10,356 +9%
SMH
331
Sanders Morris Harris
Texas
$11.5M +$10.8M +125,948 New
Jennison Associates
332
Jennison Associates
New York
$11.4M -$354K -4,148 -3%
PCM
333
Pointe Capital Management
Michigan
$11.4M -$228K -2,668 -2%
PP
334
Prudential plc
United Kingdom
$11.4M
C
335
Certuity
Florida
$11.4M -$605K -7,084 -5%
NCM
336
Narwhal Capital Management
Georgia
$11.3M +$34.2K +400 +0.3%
GAG
337
GM Advisory Group
New York
$11.2M -$278K -3,260 -3%
ICM
338
IMS Capital Management
Oregon
$11.2M +$426K +4,992 +4%
CFG
339
Citizens Financial Group
Rhode Island
$11.2M +$7.44M +87,196 +247%
WSFS
340
Wilmington Savings Fund Society
Delaware
$11.1M -$574K -6,728 -5%
CWM
341
Connecticut Wealth Management
Connecticut
$10.8M +$66.3K +776 +0.7%
TDWM
342
Topel & Distasi Wealth Management
California
$10.8M -$246K -2,884 -2%
SFG
343
Sage Financial Group
Pennsylvania
$10.7M -$586K -6,864 -6%
FLPIM
344
F.L. Putnam Investment Management
Massachusetts
$10.5M +$256K +2,996 +3%
CF
345
Copperwynd Financial
Arizona
$10.4M +$860K +10,076 +9%
HF
346
Halpern Financial
Virginia
$10.4M -$17.1K -200 -0.2%
BWM
347
BCGM Wealth Management
Indiana
$10.4M +$3.51M +41,160 +57%
HFA
348
Highland Financial Advisors
New Jersey
$10.3M -$131K -1,540 -1%
QCM
349
Quantinno Capital Management
New York
$10.3M +$6.04M +70,708 +167%
OSAM
350
O'Shaughnessy Asset Management
Connecticut
$10.3M -$376K -4,408 -4%

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.