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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
VW
701
Vance Wealth
California
$3.04M -$75.5K -884 -3%
AAS
702
Annex Advisory Services
Wisconsin
$3.03M +$115K +1,344 +4%
TWP
703
Total Wealth Planning
Ohio
$3.03M -$193K -2,260 -7%
CWM
704
Calamos Wealth Management
Illinois
$3.02M -$425K -4,972 -13%
FAIM
705
Financial Advocates Investment Management
Washington
$3.01M -$259K -3,032 -8%
ACA
706
Aptus Capital Advisors
Alabama
$3M -$302K -3,536 -10%
JJBC
707
James J. Burns & Company
New York
$2.98M +$22.9K +268 +0.8%
FUBT
708
First United Bank & Trust
Maryland
$2.98M -$84.4K -988 -3%
I2I
709
Insight 2811 Inc
Illinois
$2.98M -$705K -8,252 -20%
JPG
710
Jordan Park Group
California
$2.98M -$44.7K -524 -2%
SSB
711
Sandy Spring Bank
Maryland
$2.97M +$357K +4,180 +15%
TW
712
Towerpoint Wealth
California
$2.96M -$99K -1,160 -3%
CIA
713
Capital Investment Advisors
Georgia
$2.96M -$124K -1,452 -4%
CNBT
714
Canandaigua National Bank & Trust
New York
$2.96M +$2.77M +32,460 New
FRA
715
Frank Rimerman Advisors
California
$2.96M
WCM
716
Weaver Capital Management
Georgia
$2.92M -$10.6K -124 -0.4%
GJIA
717
Glass Jacobson Investment Advisors
Maryland
$2.91M +$72.7K +852 +3%
ICMP
718
Integrated Capital Management (Pennsylvania)
Pennsylvania
$2.9M -$75.5K -884 -3%
SC
719
Sepio Capital
Utah
$2.88M -$4.53M -53,080 -63%
PIA
720
Perennial Investment Advisors
California
$2.88M -$120K -1,404 -4%
PCA
721
Peddock Capital Advisors
Massachusetts
$2.87M -$31.8K -372 -1%
FA
722
Fiducient Advisors
Illinois
$2.86M +$1.04M +12,224 +64%
MC
723
Middleton & Co
Massachusetts
$2.84M -$29K -340 -1%
LFG
724
Larson Financial Group
Missouri
$2.84M +$169K +1,984 +7%
MWA
725
Midland Wealth Advisors
Illinois
$2.83M +$240K +2,816 +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.