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iShares Russell 1000 Growth ETF
IWF

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: 1,962 → 2,027 (+65)

1% less funds holding in top 10

Funds holding in top 10: 204 → 202 (-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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$633M
2
American Century Companies
American Century Companies
Missouri
+$510M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$379M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$235M
5
CA
Clearstead Advisors
Ohio
+$217M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$924M
2
JP Morgan Chase
JP Morgan Chase
New York
-$289M
3
BlackRock
BlackRock
New York
-$150M
4
Goldman Sachs
Goldman Sachs
New York
-$137M
5
AIA
Alera Investment Advisors
Illinois
-$103M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1126
Geneos Wealth Management
Colorado
$974K +$9.22K +108 +1%
CFO
1127
Collective Family Office
Pennsylvania
$970K +$516K +6,048 +131%
SLG
1128
Stanley-Laman Group
Pennsylvania
$967K – – –
TC
1129
TAGStone Capital
North Carolina
$966K +$1.02K +12 +0.1%
PPG
1130
Peak Planning Group
Colorado
$963K +$903K +10,572 New
MPW
1131
MA Private Wealth
California
$960K – – –
SHGA
1132
Sand Hill Global Advisors
California
$959K -$2.05K -24 -0.2%
PWM
1133
Power Wealth Management
Georgia
$957K +$121K +1,412 +16%
PIA
1134
Petredis Investment Advisors
Pennsylvania
$956K – – –
CC
1135
Chicago Capital
Illinois
$954K -$23.2K -272 -3%
GWP
1136
Gateway Wealth Partners
Wisconsin
$952K -$56.7K -664 -6%
FPGK
1137
Financial Partners Group (Kansas)
Kansas
$952K -$1.02K -12 -0.1%
ACA
1138
Ackerman Capital Advisors
Texas
$951K – – –
WA
1139
Wealth Architects
California
$950K – – –
GWSG
1140
GPS Wealth Strategies Group
Colorado
$949K +$187K +2,192 +27%
WCFA
1141
Walkner Condon Financial Advisors
Wisconsin
$943K +$46.1K +540 +6%
NFG
1142
Nations Financial Group
Iowa
$943K -$12K -140 -1%
JIP
1143
Jaffetilchin Investment Partners
Florida
$941K +$7.51K +88 +0.9%
TFM
1144
TFC Financial Management
Massachusetts
$939K – – –
FGA
1145
Fortis Group Advisors
New Jersey
$939K – – –
EHC
1146
Everett Harris & Co
California
$938K – – –
IA
1147
Insight Advisors
Pennsylvania
$937K +$683 +8 +0.1%
B
1148
Bailard
California
$936K – – –
RCA
1149
Resonant Capital Advisors
Wisconsin
$931K +$43.7K +512 +5%
TIM
1150
Tortoise Investment Management
New York
$931K – – –
44 45
46
47 48

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.