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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
PAG
76
Private Advisor Group
New Jersey
$107M -$1.28M -15,024 -1%
MWM
77
Modera Wealth Management
New Jersey
$103M -$1.04M -12,140 -1%
IC
78
IEQ Capital
California
$98.7M +$10M +117,432 +12%
MGIA
79
Moneta Group Investment Advisors
Missouri
$98.1M -$1.51M -17,648 -2%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$97.7M -$20.6M -241,332 -18%
SI
81
Stephens Inc
Arkansas
$97.6M -$1.37M -16,036 -1%
SQA
82
Simon Quick Advisors
New Jersey
$94.6M -$793K -9,288 -0.9%
Pathstone Holdings
83
Pathstone Holdings
New Jersey
$94M +$34.1M +399,328 +63%
Natixis Advisors
84
Natixis Advisors
Massachusetts
$93M +$52.9M +619,520 +154%
BIM
85
Bridges Investment Management
Nebraska
$90.2M +$25.8M +302,352 +44%
CWS
86
Confluence Wealth Services
Pennsylvania
$87.6M +$4.85M +56,836 +6%
KeyBank National Association
87
KeyBank National Association
Ohio
$86.9M -$1.45M -17,036 -2%
Bank of Nova Scotia
88
Bank of Nova Scotia
Ontario, Canada
$83.5M
CMA
89
Cedar Mountain Advisors
Oregon
$82.7M -$652K -7,632 -0.8%
Jones Financial Companies
90
Jones Financial Companies
Missouri
$81.7M +$7.53M +88,244 +11%
NA
91
NewEdge Advisors
Louisiana
$81.1M +$4.31M +50,492 +6%
HSBC Holdings
92
HSBC Holdings
United Kingdom
$78.8M +$10.7M +125,016 +17%
TA
93
TruWealth Advisors
Louisiana
$78.5M -$3.97M -46,516 -5%
MCM
94
MV Capital Management
Maryland
$78.1M -$2.88M -33,788 -4%
BPA
95
Beacon Pointe Advisors
California
$77.8M +$4.26M +49,948 +6%
FBFS
96
First Business Financial Services
Wisconsin
$76.8M -$704K -8,248 -1%
SPIA
97
Steward Partners Investment Advisory
New York
$76.5M +$292K +3,420 +0.4%
AAS
98
Avantax Advisory Services
Texas
$76M +$24M +281,188 +51%
Allspring Global Investments
99
Allspring Global Investments
North Carolina
$75.9M -$3.05M -35,692 -4%
William Blair & Company
100
William Blair & Company
Illinois
$73.8M +$5.76M +67,484 +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.