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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
EBT
1226
Enterprise Bank & Trust
Massachusetts
$789K – – –
PWM
1227
PBMares Wealth Management
Virginia
$786K – – –
WPC
1228
Wedmont Private Capital
Pennsylvania
$784K – – –
SFG
1229
Sovereign Financial Group
Connecticut
$782K -$8.54K -100 -1%
PCM
1230
Parsons Capital Management
Rhode Island
$778K – – –
KWM
1231
Keebeck Wealth Management
Illinois
$778K – – –
MM
1232
Main Management
California
$775K – – –
TPWA
1233
TRUE Private Wealth Advisors
Oregon
$775K -$41K -480 -5%
MF
1234
Meridian Financial
Massachusetts
$772K – – –
FMTCOCP
1235
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$768K +$663K +7,760 +1,169%
PCMC
1236
Private Capital Management (Colorado)
Colorado
$768K -$97.7K -1,144 -12%
RBFC
1237
Roman Butler Fullerton & Co
Missouri
$764K +$234K +2,740 +52%
CIAS
1238
CFS Investment Advisory Services
New Jersey
$763K +$715K +8,372 New
E3F
1239
Eight 31 Financial
Texas
$757K -$21.2K -248 -3%
KL
1240
KilterHowling LLC
Colorado
$757K +$1.02K +12 +0.1%
BHWM
1241
Beaird Harris Wealth Management
Texas
$757K +$15.7K +184 +2%
CCMG
1242
Clark Capital Management Group
Pennsylvania
$756K -$552K -6,468 -44%
LI
1243
LMCG Investments
Massachusetts
$756K -$2.39K -28 -0.3%
PWP
1244
Principle Wealth Partners
Connecticut
$755K – – –
LBWM
1245
Left Brain Wealth Management
Illinois
$753K – – –
PWM
1246
Prosperity Wealth Management
California
$750K +$307K +3,600 +78%
WPA
1247
West Paces Advisors
Georgia
$749K -$683 -8 -0.1%
HFA
1248
High Falls Advisors
New York
$745K +$6.83K +80 +1%
PVAMC
1249
PPS&V Asset Management Consultants
Michigan
$742K – – –
KWM
1250
Kaydan Wealth Management
Michigan
$741K – – –
48 49
50
51 52

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.