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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
JAG
1401
Journey Advisory Group
Kentucky
$569K -$90.8K -1,064 -15%
TCMP
1402
Thrive Capital Management (Pennsylvania)
Pennsylvania
$568K +$532K +6,236 New
FIC
1403
FCG Investment Company
Tennessee
$567K
TCM
1404
Twele Capital Management
Minnesota
$567K
VF
1405
VitalStone Financial
Texas
$566K +$342 +4 +0.1%
RCM
1406
Richardson Capital Management
Wisconsin
$565K -$8.88K -104 -2%
BHA
1407
Beech Hill Advisors
New York
$564K
AWM
1408
Altus Wealth Management
Kentucky
$562K
FAM
1409
Formidable Asset Management
Ohio
$562K +$52.6K +616 +11%
LP
1410
LGL Partners
Pennsylvania
$560K +$1.02K +12 +0.2%
CWS
1411
Cypress Wealth Services
California
$560K
GKIM
1412
GW&K Investment Management
Massachusetts
$559K +$63.5K +744 +14%
JWM
1413
JFG Wealth Management
Colorado
$557K
CPW
1414
Catalyst Private Wealth
California
$553K
LCM
1415
Liberty Capital Management
Michigan
$553K -$3.07K -36 -0.6%
FF
1416
Francis Financial
$550K +$516K +6,040 New
BSA
1417
Braun Stacey Associates
New York
$550K -$69.7K -816 -12%
PAS
1418
Professional Advisory Services
Florida
$550K
GA
1419
Geller Advisors
New York
$547K
MCM
1420
MontVue Capital Management
Virginia
$546K +$512K +5,996 New
MC
1421
Moors & Cabot
Massachusetts
$545K +$99.7K +1,168 +24%
LWM
1422
Liberty Wealth Management
California
$543K -$6.15K -72 -1%
CAL
1423
Capital Analysts LLC
Pennsylvania
$543K +$129K +1,512 +34%
NMG
1424
New Millennium Group
Utah
$538K
JWM
1425
JPL Wealth Management
Colorado
$535K

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.