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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
KWA
1851
Kellett Wealth Advisors
Ohio
$213K -$33.1K -388 -14%
CFO
1852
CVA Family Office
Colorado
$213K – – –
NEPPG
1853
New England Professional Planning Group
Rhode Island
$213K +$199K +2,336 New
FFWM
1854
Future Financial Wealth Management
Ohio
$213K -$36.5K -428 -16%
1WA
1855
180 Wealth Advisors
Washington
$210K +$191K +2,240 New
BTW
1856
Boston Trust Walden
Massachusetts
$210K +$196K +2,300 New
BWA
1857
Burt Wealth Advisors
Maryland
$210K +$196K +2,300 New
BOM
1858
Bank of Marin
California
$209K +$196K +2,292 New
VIA
1859
Vickerman Investment Advisors
Washington
$209K +$195K +2,288 New
TA
1860
TFG Advisers
Michigan
$208K +$195K +2,284 New
HB
1861
HTLF Bank
Colorado
$207K +$194K +2,276 New
AFS
1862
AFG Fiduciary Services
Massachusetts
$207K +$192K +2,252 New
BMCM
1863
Burns Matteson Capital Management
New York
$206K +$193K +2,264 New
CCA
1864
Childress Capital Advisors
Texas
$206K +$193K +2,264 New
LCM
1865
Lazari Capital Management
California
$206K +$193K +2,256 New
ASI
1866
Advisory Services & Investments
Oregon
$206K +$193K +2,256 New
APA
1867
Astoria Portfolio Advisors
New York
$204K +$192K +2,244 New
CIG
1868
Cascade Investment Group
Colorado
$204K +$191K +2,240 New
SMAM
1869
Sugar Maple Asset Management
Wisconsin
$204K +$191K +2,236 New
WBC
1870
West Branch Capital
Massachusetts
$203K – – –
BBL
1871
Beck Bode LLC
Massachusetts
$202K +$189K +2,216 New
FWM
1872
Focused Wealth Management
New York
$201K +$188K +2,204 New
WA
1873
WBH Advisory
Maryland
$201K +$188K +2,200 New
AFS
1874
Annapolis Financial Services
Maryland
$200K – – –
AWA
1875
Arbor Wealth Advisors
Michigan
$200K +$188K +2,200 New
73 74
75
76 77

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.