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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
EWA
1726
Emergent Wealth Advisors
New York
$280K +$342 +4 +0.1%
RC
1727
Roundview Capital
New Jersey
$279K -$42.7K -500 -14%
WTB
1728
Washington Trust Bank
Washington
$279K -$99.7K -1,168 -28%
DS
1729
DRW Securities
Illinois
$279K +$17.1K +200 +7%
MC
1730
Matisse Capital
Oregon
$278K +$4.1K +48 +2%
TSWM
1731
Tyler-Stone Wealth Management
Ohio
$277K – – –
RFN
1732
Redwood Financial Network
Ohio
$277K -$5.81K -68 -2%
SAM
1733
Secure Asset Management
Michigan
$276K +$258K +3,024 New
MSR
1734
Main Street Research
Connecticut
$275K +$20.1K +236 +8%
HGA
1735
Hobbs Group Advisors
South Carolina
$274K +$257K +3,012 New
BAM
1736
Brave Asset Management
New Jersey
$274K – – –
CCMI
1737
Creative Capital Management Investments
California
$273K – – –
LB
1738
Legacy Bridge
Iowa
$273K – – –
WJWM
1739
Williams Jones Wealth Management
New York
$272K +$255K +2,988 New
NG
1740
Norden Group
Utah
$272K – – –
FDCDDQ
1741
Federation des caisses Desjardins du Quebec
Quebec, Canada
$271K +$58.1K +680 +30%
CNBT
1742
Cornerstone National Bank & Trust
Illinois
$270K -$51.9K -608 -17%
FNBTCON
1743
First National Bank & Trust Co of Newtown
Pennsylvania
$270K – – –
SWM
1744
Sterling Wealth Management
Illinois
$270K +$342 +4 +0.1%
CWM
1745
Certus Wealth Management
California
$269K – – –
NCM
1746
Novare Capital Management
North Carolina
$269K – – –
BCAM
1747
Boston Common Asset Management
Massachusetts
$269K – – –
APW
1748
Aurora Private Wealth
New Jersey
$269K +$342 +4 +0.1%
PFG
1749
Prosperity Financial Group
California
$265K +$248K +2,908 New
JSSH
1750
J. Safra Sarasin Holding
$265K +$248K +2,908 New
68 69
70
71 72

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.