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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
LA
1251
Latitude Advisors
Florida
$741K +$63.5K +744 +10%
HSWM
1252
Hubbell Strickland Wealth Management
Louisiana
$740K +$683 +8 +0.1%
LIA
1253
LBMC Investment Advisors
Tennessee
$739K -$256K -3,000 -27%
SIA
1254
Schechter Investment Advisors
Michigan
$738K – – –
EP
1255
Edgestream Partners
New Jersey
$738K -$643K -7,528 -48%
BFA
1256
Benedict Financial Advisors
Georgia
$737K -$22.9K -268 -3%
BBNA
1257
Bremer Bank National Association
Minnesota
$736K – – –
OPA
1258
Old Port Advisors
Maine
$736K -$279K -3,268 -29%
VF
1259
Vawter Financial
Ohio
$736K -$52.6K -616 -7%
JEST
1260
JTC Employer Solutions Trustee
Jersey
$735K – – –
JCM
1261
Jacobi Capital Management
Pennsylvania
$735K +$8.88K +104 +1%
SC
1262
Schoolcraft Capital
Colorado
$734K – – –
WHCFA
1263
William Howard & Co Financial Advisors
Tennessee
$732K +$683 +8 +0.1%
ACM
1264
Allred Capital Management
Texas
$732K – – –
SEEDPG
1265
S.E.E.D. Planning Group
New York
$732K – – –
CFD
1266
Creative Financial Designs
Indiana
$729K – – –
NWA
1267
Navis Wealth Advisors
New York
$729K – – –
SRC
1268
Sage Rhino Capital
California
$729K – – –
MPWT
1269
MassMutual Private Wealth & Trust
Connecticut
$728K +$25.3K +296 +4%
ACI
1270
Alpha Cubed Investments
California
$728K -$31.8K -372 -4%
EWM
1271
Empirical Wealth Management
Washington
$728K +$46.8K +548 +7%
MSA
1272
Marino Stram & Associates
Massachusetts
$727K -$13.3K -156 -2%
BBW
1273
Blue Barn Wealth
Utah
$723K -$342 -4 -0.1%
YIA
1274
YHB Investment Advisors
Connecticut
$723K +$35.9K +420 +6%
Luther King Capital Management (LKCM)
1275
Luther King Capital Management (LKCM)
Texas
$722K – – –
49 50
51
52 53

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.