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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
VA
576
Valmark Advisers
Ohio
$4.34M -$88.1K -1,032 -2%
SIG
577
Stonegate Investment Group
Alabama
$4.33M +$124K +1,452 +3%
CB
578
Centennial Bank
Arkansas
$4.3M +$833K +9,760 +26%
SCP
579
Stevens Capital Partners
Nebraska
$4.29M -$2.73K -32 -0.1%
SIC
580
Sigma Investment Counselors
Michigan
$4.28M +$6.83K +80 +0.2%
MW
581
Marcum Wealth
Ohio
$4.27M +$66.9K +784 +2%
OIS
582
Okabena Investment Services
Minnesota
$4.27M
MSFS
583
Main Street Financial Solutions
Pennsylvania
$4.23M +$25.3K +296 +0.6%
ETIA
584
Epic Trust Investment Advisors
Washington
$4.22M +$503K +5,896 +15%
EFG
585
Embree Financial Group
Illinois
$4.21M -$686K -8,032 -15%
EFG
586
Ethos Financial Group
Pennsylvania
$4.19M -$2.87M -33,592 -42%
SCA
587
Stonebridge Capital Advisors
Minnesota
$4.18M +$456K +5,344 +13%
FIA
588
Foundations Investment Advisors
Arizona
$4.17M +$1.5M +17,580 +62%
LIM
589
Leavell Investment Management
Alabama
$4.16M +$469K +5,496 +14%
FFA
590
Founders Financial Alliance
North Carolina
$4.16M -$66.9K -784 -2%
SWRP
591
Summit Wealth & Retirement Planning
California
$4.15M -$63.5K -744 -2%
MAM
592
McCarthy Asset Management
California
$4.13M +$4.1K +48 +0.1%
RCIM
593
Red Cedar Investment Management
Michigan
$4.11M -$4.57M -53,500 -54%
RFWA
594
RPg Family Wealth Advisory
Massachusetts
$4.08M -$2.08M -24,324 -35%
AWM
595
Avior Wealth Management
Nebraska
$4.04M +$2.4M +28,156 +175%
CAG
596
Crestwood Advisors Group
Massachusetts
$4.04M -$24.9K -292 -0.7%
LCM
597
Logan Capital Management
Pennsylvania
$4.03M +$2.73K +32 +0.1%
WB
598
WesBanco Bank
West Virginia
$4.01M +$182K +2,128 +5%
PFWA
599
Paces Ferry Wealth Advisors
Georgia
$3.99M -$209K -2,444 -5%
WH
600
Willner & Heller
California
$3.98M +$34.8K +408 +0.9%

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.