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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
HR
351
Hardy Reed
Mississippi
$10.2M -$25.6K -300 -0.3%
Bessemer Group
352
Bessemer Group
New Jersey
$10.1M +$36.2K +424 +0.4%
FCA
353
FLC Capital Advisors
California
$10.1M -$30.1K -352 -0.3%
NCM
354
Next Capital Management
New York
$10.1M +$4.52M +52,888 +78%
IWC
355
Integrated Wealth Concepts
Massachusetts
$10.1M +$627K +7,340 +7%
OFS
356
Oldfather Financial Services
Nebraska
$10.1M -$90.8K -1,064 -0.9%
CCWA
357
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10.1M -$230K -2,692 -2%
TFCP
358
Twin Focus Capital Partners
Massachusetts
$10.1M
AIFAIM
359
American Institute for Advanced Investment Management
Arizona
$10.1M +$46.4K +544 +0.5%
WLIM
360
White Lighthouse Investment Management
Massachusetts
$10.1M -$409K -4,788 -4%
AF
361
Affiance Financial
Minnesota
$10M +$397K +4,648 +4%
TFA
362
Tobias Financial Advisors
Florida
$9.94M -$305K -3,572 -3%
AWM
363
Atticus Wealth Management
Florida
$9.91M +$872K +10,208 +10%
MPM
364
Meritage Portfolio Management
Kansas
$9.9M -$133K -1,552 -1%
BB
365
Busey Bank
Illinois
$9.78M -$455K -5,324 -5%
TI
366
Truepoint Inc
Ohio
$9.66M -$393K -4,600 -4%
SC
367
Sapient Capital
Indiana
$9.65M +$49.9K +584 +0.6%
PFP
368
Paragon Financial Partners
California
$9.61M -$128K -1,504 -1%
PSP
369
Pacific Sage Partners
Washington
$9.57M +$982K +11,500 +12%
BI
370
Ballast Inc
Kentucky
$9.57M +$207K +2,424 +2%
NF
371
Nikulski Financial
Iowa
$9.42M +$62.5K +732 +0.7%
BMCM
372
Bryn Mawr Capital Management
Pennsylvania
$9.35M -$130K -1,520 -1%
AIA
373
Arbor Investment Advisors
North Carolina
$9.24M -$251K -2,944 -3%
AIM
374
Allen Investment Management
New York
$9.17M
EAM
375
Eukles Asset Management
Ohio
$9.16M +$37.2K +436 +0.4%

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.