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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
WA
2051
Wealthstar Advisors
Texas
– -$1.19M -14,072 Closed
IWM
2052
Iams Wealth Management
Nebraska
– -$1.13M -13,696 Closed
DFG
2053
Delta Financial Group
New Jersey
– -$1.15M -13,680 Closed
HIC
2054
Hartline Investment Corp
Illinois
– -$1.08M -12,852 Closed
CWM
2055
Campbell Wealth Management
Virginia
– -$791K -9,388 Closed
HA
2056
HC Advisors
Georgia
– -$753K -8,936 Closed
SAW
2057
Signal Advisors Wealth
Michigan
– -$662K -7,860 Closed
SPP
2058
Single Point Partners
Massachusetts
– -$648K -7,696 Closed
WAM
2059
WealthTrust Asset Management
Florida
– -$641K -7,612 Closed
CSIA
2060
Charles Schwab Investment Advisory
California
– -$633K -7,516 Closed
AT
2061
Arlington Trust
Alabama
– -$611K -7,252 Closed
CBFP
2062
Cedar Brook Financial Partners
Ohio
– -$523K -6,200 Closed
LWMNY
2063
Landmark Wealth Management (New York)
New York
– -$497K -5,896 Closed
EW
2064
Evoke Wealth
California
– -$483K -5,732 Closed
CCG
2065
Coastwise Capital Group
California
– -$462K -5,488 Closed
EWM
2066
Executive Wealth Management
Michigan
– -$458K -5,432 Closed
Walleye Trading
2067
Walleye Trading
New York
– -$436K -5,104 Closed
PP
2068
PDS Planning
Ohio
– -$343K -4,076 Closed
TBC
2069
Ted Buchan & Co
California
– -$313K -3,716 Closed
OWM
2070
OneAscent Wealth Management
Alabama
– -$299K -3,544 Closed
FAG
2071
Fortitude Advisory Group
Washington
– -$291K -3,456 Closed
TI
2072
Trexquant Investment
Connecticut
– -$280K -3,320 Closed
SWM
2073
Shakespeare Wealth Management
Wisconsin
– -$274K -3,252 Closed
SFFS
2074
Stonehage Fleming Financial Services
Jersey
– -$197K -3,228 Closed
EFA
2075
Edge Financial Advisors
Illinois
– -$270K -3,204 Closed
81 82
83
84 85

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.