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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
ERWM
1651
Elk River Wealth Management
Colorado
$328K – – –
LIG
1652
Lokken Investment Group
Delaware
$328K – – –
PSF
1653
Pacific Sun Financial
California
$328K +$13.7K +160 +5%
GAM
1654
Gemmer Asset Management
California
$327K – – –
PAMG
1655
Patton Albertson Miller Group
Tennessee
$324K – – –
AAM
1656
Aureus Asset Management
Massachusetts
$324K -$197K -2,312 -39%
CYG
1657
Clean Yield Group
Vermont
$324K – – –
CCA
1658
Cobblestone Capital Advisors
New York
$323K -$49.5K -580 -14%
CPW
1659
Cove Private Wealth
New York
$323K +$25.6K +300 +9%
JWM
1660
JGP Wealth Management
Oregon
$323K +$35.2K +412 +13%
AA
1661
Advisory Alpha
Michigan
$321K -$1.02K -12 -0.3%
LWM
1662
LongView Wealth Management
Georgia
$319K +$23.2K +272 +8%
PFM
1663
Phillips Financial Management
Indiana
$319K – – –
TL
1664
Tradewinds LLC
North Carolina
$318K +$298K +3,492 New
LSA
1665
Lion Street Advisors
Texas
$316K +$296K +3,472 New
RCM
1666
RB Capital Management
Nevada
$316K +$342 +4 +0.1%
SRC
1667
Shufro Rose & Co
New York
$315K -$25.6K -300 -8%
RA
1668
Riversedge Advisors
Delaware
$314K – – –
WEG
1669
World Equity Group
Illinois
$311K -$37.6K -440 -11%
STB
1670
S&T Bank
Pennsylvania
$311K -$125K -1,460 -30%
CA
1671
Centerpoint Advisors
Massachusetts
$311K +$292K +3,416 New
SPWG
1672
Sage Private Wealth Group
Illinois
$311K +$291K +3,412 New
GLLW
1673
Graves Light Lenhart Wealth
Virginia
$308K – – –
UIA
1674
Ulland Investment Advisors
Minnesota
$308K – – –
AFG
1675
ABLE Financial Group
Arizona
$308K – – –
65 66
67
68 69

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.