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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
RA
126
Rodgers & Associates
Pennsylvania
$49.1M -$1.84M -21,572 -4%
NFG
127
Nadler Financial Group
Illinois
$48.8M -$459K -5,372 -1%
CG
128
Cynosure Group
Utah
$48.6M +$82.3K +964 +0.2%
AF
129
Allworth Financial
California
$48.5M -$1.29M -15,096 -3%
RFA
130
RTD Financial Advisors
Pennsylvania
$48.4M -$1.27M -14,848 -3%
TPCW
131
TD Private Client Wealth
New York
$48.4M +$1.6M +18,748 +4%
FAM
132
Flaharty Asset Management
Florida
$48.2M -$80.6K -944 -0.2%
BMM
133
Berkshire Money Management
Massachusetts
$47M -$834K -9,772 -2%
AIA
134
Alera Investment Advisors
Illinois
$46M -$103M -1,201,668 -70%
Deutsche Bank
135
Deutsche Bank
Germany
$45.9M +$98.7K +1,156 +0.2%
NP
136
NorthRock Partners
Minnesota
$45.6M -$1.51M -17,680 -3%
MAM
137
Marquette Asset Management
Minnesota
$45.6M -$11.6K -136 -0%
Caisse de Depot et Placement du Quebec (CDPQ)
138
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$45.6M +$42.7M +500,000 New
RSWM
139
Robertson Stephens Wealth Management
California
$45.2M +$30.7K +360 +0.1%
PWM
140
Paulson Wealth Management
Illinois
$45M -$145K -1,696 -0.3%
HFS
141
Hantz Financial Services
Michigan
$44M -$1.02M -11,940 -2%
FHA
142
First Horizon Advisors
Tennessee
$43.5M -$1.46M -17,156 -3%
FCI
143
Financial Counselors Inc
Kansas
$43.4M +$1.62M +18,916 +4%
NW
144
NewEdge Wealth
Pennsylvania
$43.3M -$389K -4,556 -0.9%
RZH
145
Relyea Zuckerberg Hanson
Connecticut
$42.2M +$1.26M +14,704 +3%
BSSFA
146
Baron Silver Stevens Financial Advisors
Florida
$41.9M -$243K -2,848 -0.6%
WANY
147
Wealthspire Advisors (New York)
New York
$41.1M -$547K -6,412 -1%
HCC
148
Hirtle Callaghan & Co
Pennsylvania
$40.6M -$370K -4,328 -1%
RWB
149
RMR Wealth Builders
New Jersey
$40.6M -$151K -1,772 -0.4%
BSW
150
Buckingham Strategic Wealth
Missouri
$39.8M -$170K -1,996 -0.5%

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.