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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
NC
551
NovaPoint Capital
Georgia
$4.63M +$29.7K +348 +0.7%
BW
552
Bison Wealth
Georgia
$4.61M
CCWM
553
Cassaday & Co Wealth Management
Virginia
$4.57M +$60.1K +704 +1%
EFS
554
Essex Financial Services
Connecticut
$4.55M +$143K +1,672 +3%
ACA
555
Affinity Capital Advisors
California
$4.54M
TWA
556
Talisman Wealth Advisors
New Jersey
$4.53M +$196K +2,292 +5%
PCG
557
Prosperity Consulting Group
Maryland
$4.52M -$38.6K -452 -0.9%
RWA
558
Redhawk Wealth Advisors
Minnesota
$4.5M -$318K -3,724 -7%
ES
559
Eagle Strategies
New York
$4.5M +$2.96M +34,704 +236%
KAH
560
Kathryn A. Hall
$4.49M
VFIC
561
Valley Forge Investment Consultants
Pennsylvania
$4.49M -$1.37K -16 -0%
BG
562
Bollard Group
Massachusetts
$4.47M +$4.78K +56 +0.1%
LNWWM
563
Laird Norton Wetherby Wealth Management
California
$4.47M -$540K -6,320 -11%
FDCP
564
Foster Dykema Cabot & Partners
Massachusetts
$4.46M -$8.54K -100 -0.2%
MIM
565
MTM Investment Management
South Carolina
$4.45M +$10.9K +128 +0.3%
AF
566
Advisornet Financial
Minnesota
$4.42M -$59.1K -692 -1%
EIA
567
Eldridge Investment Advisors
New Hampshire
$4.4M -$183K -2,144 -4%
IWA
568
Icon Wealth Advisors
Texas
$4.39M -$44.1K -516 -1%
MFGP
569
Marshall Financial Group (Pennsylvania)
Pennsylvania
$4.38M -$87.8K -1,028 -2%
WAL
570
W Advisors LLC
Tennessee
$4.38M
AWM
571
Able Wealth Management
New Jersey
$4.38M +$450K +5,276 +12%
DI
572
Disciplined Investments
Oklahoma
$4.38M -$62.8K -736 -2%
LA
573
Legacy Advisors
Pennsylvania
$4.37M +$171K +2,000 +4%
FT
574
Fiduciary Trust
Massachusetts
$4.37M -$141K -1,648 -3%
SPC
575
Sigma Planning Corp
Michigan
$4.35M -$443K -5,184 -10%

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.