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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
JTWM
1876
Jackson Thornton Wealth Management
Alabama
$200K +$188K +2,200 New
AQR Capital Management
1877
AQR Capital Management
Connecticut
$200K +$188K +2,200 New
WTFG
1878
Wells Trecaso Financial Group
Ohio
$200K -$59.8K -700 -24%
FCA
1879
FinTrust Capital Advisors
South Carolina
$199K -$33.1K -388 -15%
RDFA
1880
Ritter Daniher Financial Advisory
Ohio
$195K – – –
BWP
1881
Baldwin Wealth Partners
Massachusetts
$193K – – –
MLA
1882
MB, Levis & Associates
Pennsylvania
$191K – – –
CAC
1883
Core Alternative Capital
Georgia
$189K – – –
FC
1884
Fairscale Capital
New Hampshire
$189K +$171K +2,004 New
OW
1885
Olistico Wealth
Oklahoma
$188K +$176K +2,064 New
CSWM
1886
Cassady Schiller Wealth Management
Ohio
$187K -$14K -164 -7%
AIM
1887
Arcadia Investment Management
Michigan
$184K +$63.2K +740 +58%
CBC
1888
Coombe, Bender & Co
New York
$182K +$170K +1,992 New
GWSA
1889
Global Wealth Strategies & Associates
Colorado
$180K – – –
DCM
1890
Davis Capital Management
Florida
$178K +$139K +1,632 +530%
FRA
1891
Front Row Advisors
California
$178K -$5.12K -60 -3%
FPB
1892
First PREMIER Bank
South Dakota
$176K – – –
CPA
1893
Clear Point Advisors
New York
$171K -$46.1K -540 -22%
W
1894
WealthCollab
Washington
$168K – – –
BMC
1895
Bear Mountain Capital
Washington
$167K -$11.6K -136 -7%
FGAM
1896
Financial Gravity Asset Management
Texas
$164K -$224K -2,620 -59%
CICI
1897
Capital Investment Counsel Inc
North Carolina
$164K – – –
HCM
1898
Horrell Capital Management
Arkansas
$164K – – –
PPWM
1899
PFG Private Wealth Management
Florida
$160K – – –
KWAG
1900
Kiely Wealth Advisory Group
North Carolina
$159K – – –
74 75
76
77 78

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.