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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
DWM
1451
Dechtman Wealth Management
Colorado
$509K +$342 +4 +0.1%
Macquarie Group
1452
Macquarie Group
Australia
$509K -$4.38M -51,276 -90%
HIG
1453
Heritage Investment Group
Florida
$506K +$44.4K +520 +10%
PCM
1454
Prelude Capital Management
New York
$503K +$471K +5,520 New
3F
1455
360 Financial
Minnesota
$501K
AFA
1456
Alpha Financial Advisors
North Carolina
$501K -$19.8K -232 -4%
ALWM
1457
Andrews Lucia Wealth Management
California
$499K +$243K +2,844 +100%
BTIM
1458
BancFirst Trust & Investment Management
Oklahoma
$498K -$14.3K -168 -3%
CCA
1459
Criterion Capital Advisors
Tennessee
$498K
SFG
1460
Sather Financial Group
Texas
$498K
Russell Investments Group
1461
Russell Investments Group
United Kingdom
$498K +$288K +3,372 +161%
NIA
1462
NIA Impact Advisors
California
$497K +$465K +5,452 New
CTA
1463
Colonial Trust Advisors
South Carolina
$493K
RW
1464
REDW Wealth
New Mexico
$493K
TFF
1465
The Family Firm
Maryland
$492K +$342 +4 +0.1%
BCM
1466
Bourgeon Capital Management
Connecticut
$492K
BIC
1467
Beach Investment Counsel
Pennsylvania
$492K
RWP
1468
Reliant Wealth Planning
Kentucky
$491K
AMBIA
1469
Allen Mooney & Barnes Investment Advisors
Georgia
$491K +$342 +4 +0.1%
TWP
1470
Tyche Wealth Partners
Texas
$489K +$32.4K +380 +8%
FGG
1471
Financial Guidance Group
Florida
$488K
COCM
1472
Charter Oak Capital Management
New Hampshire
$486K
NSIM
1473
North Star Investment Management
Illinois
$485K -$18.8K -220 -4%
MWM
1474
Mosley Wealth Management
California
$484K +$21.5K +252 +5%
CDH
1475
Charles D. Hyman
$484K +$1.02K +12 +0.2%

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.