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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
SFP
1676
Shepherd Financial Partners
Massachusetts
$307K – – –
MCA
1677
Millennium Capital Advisors
Arkansas
$305K – – –
GIA
1678
Goodwin Investment Advisory
Georgia
$305K +$286K +3,344 New
GWANC
1679
Guardian Wealth Advisors (North Carolina)
North Carolina
$304K -$9.56K -112 -3%
FM
1680
Foster & Motley
Ohio
$304K -$21.2K -248 -7%
CWM
1681
Cedar Wealth Management
California
$303K – – –
DWM
1682
Dynasty Wealth Management
Florida
$303K +$284K +3,324 New
MCM
1683
Maple Capital Management
Vermont
$302K +$283K +3,316 New
CCFCSB
1684
Cape Cod Five Cents Savings Bank
Massachusetts
$301K -$4.1K -48 -1%
PFS
1685
Prospect Financial Services
New York
$301K -$23.2K -272 -8%
JCM
1686
Janney Capital Management
Pennsylvania
$301K – – –
AP
1687
Aspect Partners
Virginia
$301K – – –
PWP
1688
Precedent Wealth Partners
Texas
$301K – – –
PCI
1689
Planning Center Inc
Illinois
$300K +$281K +3,292 New
HNWAG
1690
High Net Worth Advisory Group
Florida
$300K – – –
SL
1691
Sentinus LLC
Illinois
$300K – – –
PIM
1692
Parker Investment Management
California
$299K – – –
MAG
1693
M3 Advisory Group
Massachusetts
$299K +$5.81K +68 +2%
NOI
1694
Newton One Investments
Delaware
$299K – – –
Fiera Capital (Canada)
1695
Fiera Capital (Canada)
Quebec, Canada
$298K -$10.9K -128 -4%
FPCP
1696
Fort Point Capital Partners
California
$298K – – –
FWI
1697
Facet Wealth Inc
Maryland
$296K -$1.37K -16 -0.5%
RFG
1698
Range Financial Group
Oregon
$295K – – –
LFP
1699
Lakeshore Financial Planning
Michigan
$295K – – –
OCM
1700
Orion Capital Management
California
$295K – – –
66 67
68
69 70

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.