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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
SFCL
1976
Strengthening Families & Communities LLC
Massachusetts
$44K +$40.6K +476 New
CT
1977
Clearstead Trust
Maine
$43.4K – – –
PIS
1978
POM Investment Strategies
North Carolina
$41.6K – – –
CP
1979
Camelot Portfolios
Ohio
$41.6K +$38.9K +456 New
HWA
1980
HHM Wealth Advisors
Tennessee
$41.2K +$12.3K +144 +47%
FFA
1981
Frazier Financial Advisors
Ohio
$40.8K -$2.05K -24 -5%
TSMHT
1982
Thurston Springer Miller Herd & Titak
Indiana
$39.7K +$37.2K +436 New
MSG
1983
Main Street Group
Virginia
$36.8K -$7.17K -84 -17%
CNBTD
1984
Citizens National Bank Trust Department
Mississippi
$36.5K – – –
CWM
1985
Cranbrook Wealth Management
Michigan
$36.5K – – –
TH
1986
TCTC Holdings
Texas
$36.5K – – –
NRG
1987
Nemes Rush Group
Michigan
$35.7K +$21.9K +256 +188%
LOIP
1988
Live Oak Investment Partners
Texas
$35.4K – – –
CAM
1989
Creekmur Asset Management
Illinois
$29K +$6.15K +72 +30%
MFC
1990
Morris Financial Concepts
South Carolina
$28.4K -$1.02K -12 -4%
OAJ
1991
Ogorek Anthony Joseph
New York
$28K – – –
TLCM
1992
Twin Lakes Capital Management
California
$25.9K – – –
GCM
1993
Gables Capital Management
Florida
$25.2K – – –
JWM
1994
Janiczek Wealth Management
Colorado
$24.1K – – –
EL
1995
EMFO LLC
Florida
$23K – – –
BCV
1996
Banque Cantonale Vaudoise
Switzerland
$22K – – –
TVWM
1997
Tower View Wealth Management
Wisconsin
$21.5K – – –
PPA
1998
Painted Porch Advisors
California
$20.8K +$19.5K +228 New
HWM
1999
HighMark Wealth Management
Minnesota
$20.5K – – –
AWM
2000
AllSquare Wealth Management
New York
$19.6K – – –
78 79
80
81 82

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.