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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
GPA
676
Guidance Point Advisors
Massachusetts
$3.26M -$9.9K -116 -0.3%
GF
677
Goodman Financial
Texas
$3.25M +$3.04M +35,660 New
Wellington Management Group
678
Wellington Management Group
Massachusetts
$3.25M -$70.7M -827,828 -96%
FWM
679
Fairhaven Wealth Management
Illinois
$3.23M
OFG
680
Oxford Financial Group
Indiana
$3.22M
WDG
681
Wealth Dimensions Group
Ohio
$3.22M -$157K -1,844 -5%
CFS
682
CRA Financial Services
New Jersey
$3.2M +$18.1K +212 +0.6%
CF
683
Corrigan Financial
Rhode Island
$3.2M
JA
684
JVL Associates
Michigan
$3.2M
AEPWM
685
Atlantic Edge Private Wealth Management
Florida
$3.2M
MWA
686
Monograph Wealth Advisors
California
$3.18M
SCM
687
SOL Capital Management
Maryland
$3.17M -$68.3K -800 -2%
Empower Advisory Group
688
Empower Advisory Group
Colorado
$3.16M +$231K +2,700 +8%
BFG
689
Baron Financial Group
New Jersey
$3.15M -$194K -2,268 -6%
P
690
&Partners
Tennessee
$3.14M +$2.52M +29,512 +620%
CG
691
Caprock Group
Idaho
$3.14M -$318K -3,724 -10%
PCWA
692
Pacific Capital Wealth Advisors
California
$3.13M +$236K +2,764 +9%
LWL
693
Leo Wealth LLC
Texas
$3.12M -$177K -2,068 -6%
WS
694
Wedbush Securities
California
$3.11M +$390K +4,568 +15%
AL
695
Aspiriant LLC
California
$3.09M +$60.8K +712 +2%
HI
696
Harbour Investments
Wisconsin
$3.09M +$517K +6,056 +22%
SWM
697
SeaCrest Wealth Management
New York
$3.09M +$594K +6,952 +26%
EWA
698
Etesian Wealth Advisors
Oregon
$3.08M +$62.2K +728 +2%
JHCP
699
Jackson Hole Capital Partners
Oklahoma
$3.08M
HH
700
Hilltop Holdings
Texas
$3.07M -$1.72M -20,144 -37%

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.