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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
SEIA
1326
Signature Estate & Investment Advisors
California
$660K +$619K +7,244 New
RT
1327
Rockland Trust
Massachusetts
$660K -$25.3K -296 -4%
KWMG
1328
King Wealth Management Group
Florida
$659K
PCM
1329
Peregrine Capital Management
Minnesota
$656K +$614K +7,196 New
AWM
1330
Aries Wealth Management
Maine
$654K -$6.83K -80 -1%
TMWM
1331
Taylor & Morgan Wealth Management
Michigan
$654K +$38.9K +456 +7%
BC
1332
Barnett & Company
Tennessee
$654K
MIAS
1333
Mason Investment Advisory Services
Virginia
$653K +$342 +4 +0.1%
HBW
1334
Hazlett, Burt & Watson
West Virginia
$652K +$2.05K +24 +0.3%
SCM
1335
Stonehearth Capital Management
Massachusetts
$650K -$1.71K -20 -0.3%
UB
1336
Umpqua Bank
Oregon
$650K +$35.9K +420 +6%
RMCM
1337
Reynders McVeigh Capital Management
Massachusetts
$649K
FIC
1338
Family Investment Center
Missouri
$647K -$1.37K -16 -0.2%
SSW
1339
Stone Summit Wealth
Florida
$646K -$1.02K -12 -0.2%
CWA
1340
Clarity Wealth Advisors
California
$644K +$17.1K +200 +3%
BIG
1341
Builder Investment Group
Georgia
$640K
WDL
1342
Well Done LLC
Michigan
$639K
PW
1343
Peninsula Wealth
California
$638K
ORC
1344
O'Rourke & Company
Massachusetts
$637K -$11.3K -132 -2%
EFMC
1345
Empire Financial Management Company
New York
$637K -$25.6K -300 -4%
MCM
1346
Mitchell Capital Management
Kansas
$634K -$304K -3,556 -34%
NIC
1347
Northwest Investment Counselors
Oregon
$633K +$2.73K +32 +0.5%
CAI
1348
Capital Advisors Inc
Oklahoma
$633K +$54.3K +636 +10%
BEW
1349
Burton Enright Welch
California
$632K
GWM
1350
Gitterman Wealth Management
New Jersey
$631K +$29K +340 +5%

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.