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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
CAM
1701
Columbia Asset Management
Michigan
$295K
SWA
1702
SFMG Wealth Advisors
Texas
$295K -$6.15K -72 -2%
MFA
1703
Mayflower Financial Advisors
Massachusetts
$294K -$16.7K -196 -6%
MMPW
1704
Mitchell McLeod Pugh & Williams
Alabama
$294K
SCM
1705
Steele Capital Management
Iowa
$294K
TPW
1706
Tiller Private Wealth
Pennsylvania
$294K
GD
1707
Grandfield & Dodd
New York
$293K
UF
1708
Univest Financial
Pennsylvania
$293K
VPP
1709
Vertex Planning Partners
Illinois
$292K -$365K -4,280 -57%
EIA
1710
Eastover Investment Advisors
North Carolina
$290K
CA
1711
Carson Advisory
Georgia
$290K -$2.39K -28 -0.9%
LGWM
1712
Litman Gregory Wealth Management
California
$288K
BA
1713
Baugh & Associates
Georgia
$288K -$23.9K -280 -8%
PRI
1714
Prepared Retirement Institute
Pennsylvania
$288K +$11.3K +132 +4%
AAM
1715
Austin Asset Management
Texas
$287K -$30.7K -360 -10%
BTWM
1716
Baker Tilly Wealth Management
Wisconsin
$286K -$630K -7,376 -70%
AA
1717
Auxano Advisors
Washington
$285K -$10.2K -120 -4%
FFA
1718
Fragasso Financial Advisors
Pennsylvania
$285K -$1.71K -20 -0.6%
CHJWM
1719
Carlton Hofferkamp & Jenks Wealth Management
Texas
$284K -$5.81K -68 -2%
MIP
1720
Marietta Investment Partners
Wisconsin
$284K -$2.73K -32 -1%
LMKC
1721
L.M. Kohn & Company
Ohio
$284K -$4.1K -48 -2%
CM
1722
Cornerstone Management
Georgia
$284K -$4.1K -48 -2%
KLI
1723
Kelman-Lazarov Inc
Tennessee
$281K -$4.44K -52 -2%
BRM
1724
Boston Research & Management
Massachusetts
$281K
MWM
1725
MGB Wealth Management
Texas
$281K

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.