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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
DPI
626
Diversified Portfolios Inc
Michigan
$3.72M -$18.1K -212 -0.5%
PCM
627
Permanent Capital Management
Illinois
$3.72M +$2.99M +35,012 New
BP
628
BBR Partners
New York
$3.7M -$205K -2,400 -6%
JIC
629
Joel Isaacson & Co
New York
$3.69M +$103K +1,212 +3%
EAM
630
Evanson Asset Management
California
$3.67M +$2.05K +24 +0.1%
WP
631
WealthShield Partners
North Carolina
$3.66M -$109K -1,272 -3%
PPWP
632
Premier Path Wealth Partners
New Jersey
$3.64M -$126K -1,480 -4%
RMDI
633
R.M. Davis Inc
Maine
$3.63M -$4.78K -56 -0.1%
LFGO
634
Legacy Financial Group (Oklahoma)
Oklahoma
$3.63M -$1.37K -16 -0%
PA
635
PFG Advisors
Arizona
$3.63M +$925K +10,832 +37%
PFA
636
Pure Financial Advisors
California
$3.63M -$173K -2,032 -5%
CIA
637
Concurrent Investment Advisors
Florida
$3.62M +$785K +9,192 +30%
RWM
638
Rockwood Wealth Management
Pennsylvania
$3.62M +$2.8M +32,760 +468%
AWMNH
639
Arcadia Wealth Management (New Hampshire)
New Hampshire
$3.59M -$214K -2,504 -6%
FCM
640
Family Capital Management
Michigan
$3.59M -$155K -1,816 -4%
JFG
641
Jefferies Financial Group
New York
$3.58M +$278K +3,252 +9%
NFW
642
Noble Family Wealth
Florida
$3.58M -$348K -4,072 -9%
HWA
643
Hillcrest Wealth Advisors
New Jersey
$3.55M -$137K -1,600 -4%
PTC
644
Private Trust Company
Ohio
$3.55M +$234K +2,736 +8%
SC
645
Sierra Capital
Florida
$3.54M
WCA
646
Waypoint Capital Advisors
Minnesota
$3.53M
WWM
647
Waterway Wealth Management
Texas
$3.52M -$1.54M -18,064 -32%
ZIM
648
Zacks Investment Management
Illinois
$3.52M +$303K +3,552 +10%
KWA
649
Kingswood Wealth Advisors
California
$3.49M -$12K -140 -0.4%
CPIG
650
Chicago Partners Investment Group
Illinois
$3.48M -$24.6K -288 -0.7%

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.