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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
AIA
2001
Armor Investment Advisors
North Carolina
$18.2K – – –
GI
2002
Gradient Investments
Minnesota
$16.8K +$15.7K +184 New
FCMT
2003
Founders Capital Management (Texas)
Texas
$13.1K – – –
MSFP
2004
Mark Sheptoff Financial Planning
Connecticut
$13.1K – – –
RMC
2005
Resources Management Corp
Connecticut
$13K – – –
GFPC
2006
Global Financial Private Client
Florida
$12.8K – – –
RTL
2007
Red Tortoise LLC
Georgia
$12.1K – – –
PFA
2008
Pathway Financial Advisers
Indiana
$12.1K +$683 +8 +6%
RL
2009
Rogco LP
Oklahoma
$12K – – –
SNB
2010
Security National Bank
Nebraska
$11.3K +$10.6K +124 New
IHWM
2011
Iron Horse Wealth Management
Iowa
$10.9K – – –
DWS
2012
Dynamic Wealth Strategies
California
$10K – – –
BC
2013
Broadwater Capital
Massachusetts
$9.11K – – –
GLR
2014
Great Lakes Retirement
Ohio
$8.02K +$7.51K +88 New
RI
2015
Ridgewood Investments
New Jersey
$7.66K +$7.17K +84 New
FCT
2016
First Community Trust
Iowa
$7.29K – – –
1IA
2017
1620 Investment Advisors
Massachusetts
$6.56K +$6.15K +72 New
KFS
2018
Kelly Financial Services
Massachusetts
$6.2K -$683 -8 -11%
TFA
2019
Toth Financial Advisory
Virginia
$6.2K – – –
TWP
2020
Triad Wealth Partners
Kansas
$6.2K +$5.81K +68 New
CIA
2021
Cape Investment Advisory
Georgia
$5.83K – – –
WAS
2022
Winch Advisory Services
Wisconsin
$5.47K – – –
HCP
2023
Hexagon Capital Partners
Arkansas
$5.1K – – –
AGWCA
2024
Annis Gardner Whiting Capital Advisors
Florida
$4.74K -$18.1K -212 -80%
PWM
2025
Provident Wealth Management
Tennessee
$4.74K +$4.44K +52 New
79 80
81
82 83

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.