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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
MLL
1826
Moody Lynn & Lieberson
Massachusetts
$225K – – –
HWA
1827
HCR Wealth Advisors
California
$225K +$211K +2,468 New
PTC
1828
Philadelphia Trust Company
Pennsylvania
$225K – – –
TCM
1829
Traynor Capital Management
Pennsylvania
$225K -$50.2K -588 -19%
KFA
1830
Kelleher Financial Advisors
New York
$223K – – –
PTP
1831
Platform Technology Partners
New York
$223K +$209K +2,452 New
HCM
1832
Hilton Capital Management
New York
$223K – – –
CPSAC
1833
Chas P. Smith & Associates (CPS)
Florida
$222K – – –
GCIM
1834
Gunn & Company Investment Management
Florida
$222K +$208K +2,440 New
ECM
1835
Exchange Capital Management
Michigan
$222K – – –
TA
1836
TPG Advisors
Illinois
$222K +$208K +2,440 New
HIC
1837
Holderness Investments Company
North Carolina
$222K – – –
VBFP
1838
Valtinson Bruner Financial Planning
Minnesota
$221K +$207K +2,428 New
RFN
1839
RDA Financial Network
Iowa
$220K -$47.1K -552 -19%
1W
1840
1776 Wealth
Georgia
$220K – – –
WRPWM
1841
Werba Rubin Papier Wealth Management
California
$219K -$76.5K -896 -27%
GWAG
1842
Garrett Wealth Advisory Group
Texas
$219K +$206K +2,408 New
VC
1843
Vestor Capital
Illinois
$219K – – –
ERIM
1844
Eagle Ridge Investment Management
Connecticut
$219K – – –
TF
1845
Tompkins Financial
New York
$219K +$205K +2,400 New
RFA
1846
Register Financial Advisors
Georgia
$218K +$2.05K +24 +1%
BMC
1847
Benin Management Corp
Connecticut
$217K -$34.2K -400 -14%
LA
1848
LVW Advisors
New York
$216K +$202K +2,368 New
FPCG
1849
Fort Pitt Capital Group
Pennsylvania
$215K +$201K +2,360 New
ANBT
1850
American National Bank & Trust
Texas
$215K -$7.17K -84 -3%
72 73
74
75 76

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.