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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
FFWA
1301
Forthright Family Wealth Advisory
Texas
$695K – – –
AIM
1302
Anchor Investment Management
South Carolina
$694K – – –
AWM
1303
Ariadne Wealth Management
California
$692K +$648K +7,592 New
MPW
1304
Monterey Private Wealth
California
$690K -$5.46K -64 -0.8%
Nomura Asset Management
1305
Nomura Asset Management
Japan
$689K – – –
HWM
1306
Howard Wealth Management
Connecticut
$689K – – –
RSS
1307
Rosenblum Silverman Sutton
California
$687K +$3.42K +40 +0.5%
MCC
1308
Money Concepts Capital
Florida
$685K -$168K -1,972 -21%
JCM
1309
Jacobsen Capital Management
Utah
$684K +$6.49K +76 +1%
BW
1310
BIP Wealth
Georgia
$684K -$91.9K -1,076 -13%
PFT
1311
Providence First Trust
Arizona
$683K +$298K +3,492 +87%
WWC
1312
Waypoint Wealth Counsel
Georgia
$682K +$114K +1,336 +22%
SC
1313
Steph & Co
Wisconsin
$682K – – –
CFP
1314
Curran Financial Partners
South Carolina
$681K -$24.6K -288 -4%
HA
1315
Hanover Advisors
South Carolina
$681K – – –
MW
1316
Members Wealth
Pennsylvania
$679K +$546K +6,392 New
BB
1317
Bell Bank
North Dakota
$678K – – –
PWMAG
1318
Pinnacle Wealth Management Advisory Group
New Jersey
$677K +$76.8K +900 +14%
KA
1319
Kovack Advisors
Florida
$676K -$17.1K -200 -3%
OPW
1320
Oxler Private Wealth
New York
$669K +$342 +4 +0.1%
BCP
1321
Blue Chip Partners
Michigan
$669K – – –
LA
1322
LM Advisors
California
$667K – – –
APW
1323
Acima Private Wealth
Virginia
$667K – – –
TWA
1324
TCI Wealth Advisors
Arizona
$665K -$206K -2,416 -25%
WF
1325
Warner Financial
Maryland
$662K +$342 +4 +0.1%
51 52
53
54 55

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.