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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
Optiver Holding
1801
Optiver Holding
Netherlands
$239K +$224K +2,620 New
CC
1802
Callan Capital
California
$238K – – –
PCA
1803
Prosperity Capital Advisors
Ohio
$237K -$66.6K -780 -23%
SFS
1804
Security Financial Services
Indiana
$237K – – –
MA
1805
MKT Advisors
California
$235K -$20.5K -240 -9%
SAA
1806
Southeast Asset Advisors
Georgia
$235K – – –
HPC
1807
HM Payson & Co
Maine
$235K -$9.56K -112 -4%
QAM
1808
Q3 Asset Management
Michigan
$235K +$220K +2,580 New
GAA
1809
Global Assets Advisory
Florida
$234K -$73.8M -863,808 -100%
ATFA
1810
All Terrain Financial Advisors
Minnesota
$234K – – –
HFS
1811
Howard Financial Services
Texas
$234K +$342 +4 +0.2%
OA
1812
Oxbow Advisors
Texas
$234K – – –
FG
1813
Fiduciary Group
Georgia
$234K – – –
AWM
1814
Aspire Wealth Management
Massachusetts
$233K +$64.9K +760 +42%
DIA
1815
Davidson Investment Advisors
Montana
$231K +$216K +2,532 New
GGA
1816
Granite Group Advisors
Connecticut
$230K -$3.42K -40 -2%
MIC
1817
Meridian Investment Counsel
California
$230K – – –
SJGA
1818
Stephen J. Garry & Associates
New York
$230K – – –
GCP
1819
Gill Capital Partners
Colorado
$229K – – –
S4W
1820
Solutions 4 Wealth
Texas
$229K +$214K +2,512 New
MHWM
1821
Montz Harcus Wealth Management
Louisiana
$228K – – –
AWM
1822
Act Wealth Management
Texas
$228K -$42K -492 -16%
MWM
1823
Melfa Wealth Management
Massachusetts
$228K – – –
BRG
1824
Bay Rivers Group
Virginia
$227K -$2.39K -28 -1%
PIA
1825
Powell Investment Advisors
Florida
$227K +$213K +2,496 New
71 72
73
74 75

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.