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iShares Russell 1000 Growth ETF

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: 1,9622,027 (+65)

1% less funds holding in top 10

Funds holding in top 10: 204202 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
APP
176
Avantax Planning Partners
Iowa
$32.3M -$1.67M -19,544 -5%
SA
177
Sanctuary Advisors
Indiana
$32.2M +$33.6M +393,288 New
BJL
178
Brighton Jones LLC
Washington
$32.2M +$80.6K +944 +0.3%
CI
179
CX Institutional
Indiana
$32.1M -$2.04M -23,900 -6%
UCFA
180
United Capital Financial Advisors
Texas
$31.8M -$1.67M -19,544 -5%
JWA
181
JFS Wealth Advisors
Pennsylvania
$31.7M -$207K -2,420 -0.7%
ONB
182
Old National Bancorp
Indiana
$31.6M -$1.35M -15,852 -4%
TFGT
183
TS Financial Group (TSFG)
Illinois
$31.3M +$6.5M +76,120 +28%
FB
184
Fulton Bank
Pennsylvania
$31.1M -$659K -7,720 -2%
BPAMU
185
BTG Pactual Asset Management US
New York
$30.6M +$28.7M +335,784 New
BSG
186
Black Swift Group
Colorado
$29.7M +$186K +2,176 +0.7%
XF
187
XML Financial
Maryland
$29.3M +$285K +3,340 +1%
BWA
188
Boulder Wealth Advisors
Colorado
$29.1M +$448K +5,252 +2%
MBT
189
Montecito Bank & Trust
California
$28.7M -$2.55M -29,908 -9%
UWPG
190
Ullmann Wealth Partners Group
Florida
$28.1M -$31.8K -372 -0.1%
HCMT
191
Highland Capital Management (Tennessee)
Tennessee
$27.9M +$331K +3,876 +1%
CCB
192
Country Club Bank
Missouri
$27.9M -$445K -5,212 -2%
BGDI
193
BW Gestao de Investimentos
Brazil
$27.8M -$1.38M -16,160 -5%
IIC
194
Integrated Investment Consultants
Michigan
$27.5M
William Blair Investment Management
195
William Blair Investment Management
Illinois
$27.4M +$25.7M +300,860 New
WIC
196
Whitegate Investment Counselors
New Hampshire
$27.4M -$1.15M -13,488 -4%
Envestnet Portfolio Solutions
197
Envestnet Portfolio Solutions
Illinois
$27.3M +$470K +5,504 +2%
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$26.8M -$5.06M -59,220 -17%
LLWM
199
Life Line Wealth Management
California
$26.8M +$24.4M +285,692 +3,595%
SWMG
200
Sanchez Wealth Management Group
Florida
$26.4M -$65.6K -768 -0.3%

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.