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iShares Russell 1000 Growth ETF

2,304 hedge funds and large institutions have $82.5B invested in iShares Russell 1000 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 329 funds opening new positions, 682 increasing their positions, 769 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

439% more first-time investments, than exits

New positions opened: 329 | Existing positions closed: 61

207% more call options, than puts

Call options by funds: $158M | Put options by funds: $51.6M

16% more funds holding in top 10

Funds holding in top 10: 196227 (+31)

12% more capital invested

Capital invested by funds: $73.9B → $82.5B (+$8.59B)

11% more funds holding

Funds holding: 2,0722,304 (+232)

1.21% less ownership

Funds ownership: 304.09%302.88% (-1.2%)

11% less repeat investments, than reductions

Existing positions increased: 682 | Existing positions reduced: 769

Holders
2,304
Holders Change
+232
Holders Change %
+11.2%
% of All Funds
30.34%
Holding in Top 10
227
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+15.82%
% of All Funds
2.99%
New
329
Increased
682
Reduced
769
Closed
61
Calls
$158M
Puts
$51.6M
Net Calls
+$107M
Net Calls Change
+$30.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SCG
276
Sonata Capital Group
Washington
$17.5M +$72.8K +740 +0.4%
OBWP
277
O'Brien Wealth Partners
Massachusetts
$17.5M -$395K -4,016 -2%
OAM
278
Occidental Asset Management
California
$17.3M -$875K -8,900 -5%
WIA
279
Wetzel Investment Advisors
Indiana
$17.2M +$246K +2,496 +1%
Winslow Capital Management
280
Winslow Capital Management
Minnesota
$16.8M +$9.46M +96,228 +135%
KP
281
Keel Point
Alabama
$16.8M -$232K -2,356 -1%
SDWMA
282
Schneider Downs Wealth Management Advisors
Pennsylvania
$16.8M -$150K -1,520 -0.9%
NF
283
Nvest Financial
New Hampshire
$16.7M -$35.8K -364 -0.2%
SCA
284
Stillwater Capital Advisors
Pennsylvania
$16.6M -$477K -4,848 -3%
GVAG
285
Great Valley Advisor Group
Delaware
$16.3M -$2.01M -20,480 -11%
RPWA
286
Regent Peak Wealth Advisors
Georgia
$16.1M +$2.8M +28,500 +22%
AQR Capital Management
287
AQR Capital Management
Connecticut
$16M +$15.3M +155,480 +3,609%
CWM
288
Cordatus Wealth Management
Pennsylvania
$15.9M +$15M +152,296 +2,327%
CHAM
289
Clear Harbor Asset Management
Connecticut
$15.9M +$1.2M +12,220 +8%
DWM
290
Dakota Wealth Management
Florida
$15.7M -$7.47K -76 -0%
CFGF
291
Compass Financial Group (Florida)
Florida
$15.7M -$482K -4,896 -3%
FA
292
FDx Advisors
Illinois
$15.7M -$1.63M -16,524 -10%
PA
293
Procyon Advisors
Connecticut
$15.6M +$5.02M +51,056 +49%
IAA
294
Independent Advisor Alliance
North Carolina
$15.6M +$14.8M +150,508 +3,345%
CPRC
295
Consolidated Portfolio Review Corp
New York
$15.4M -$2.95M -30,020 -16%
SA
296
Sylvest Advisors
Texas
$15.3M +$15M +152,884 New
OIA
297
OneDigital Investment Advisors
Kansas
$15.3M +$826K +8,396 +6%
PP
298
Prudential plc
United Kingdom
$15.1M
SF
299
Summit Financial
New Jersey
$15.1M +$1.09M +11,072 +8%
JFG
300
JMG Financial Group
Illinois
$15M +$146K +1,480 +1%

IWF Hedge Fund Activity: Q4 2024 in Review

2,304 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q4 2024, worth a combined $82.5B — up 12% from $73.9B a quarter earlier.

Buyers outnumbered sellers: 329 funds opened new IWF positions and 61 closed out — a net gain of 268 holders — while 682 added to existing stakes and 769 trimmed.

The largest buyer was Demars Financial Group, adding an estimated $328M. The largest seller was International Assets Investment Management, cutting an estimated $1.41B.

  • 2,304 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q4 2024, up from 2,072 in Q3 2024.
  • Funds reported $82.5B of iShares Russell 1000 Growth ETF stock for Q4 2024, up 12% quarter-over-quarter.
  • 329 funds opened new iShares Russell 1000 Growth ETF positions in Q4 2024 and 61 closed out, a net change of +268 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q4 2024 was Demars Financial Group, an estimated $328M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q4 2024 was International Assets Investment Management, an estimated $1.41B sold.

Based on aggregated 13F filings for Q4 2024.