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iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

2,254 hedge funds and large institutions have $83.4B invested in iShares Russell 1000 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 191 funds opening new positions, 684 increasing their positions, 826 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,254
Holders Change
+69
Holders Change %
+3.16%
% of All Funds
30.22%
Holding in Top 10
207
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.48%
% of All Funds
2.78%
New
191
Increased
684
Reduced
826
Closed
79
Calls
$201M
Puts
$50.5M
Net Calls
+$151M
Net Calls Change
+$56M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.05B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$175M
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$158M
4
KAM
Kensington Asset Management
Texas
+$95.5M
5
LPL Financial
LPL Financial
California
+$88.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$521M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$464M
3
Corient Private Wealth
Corient Private Wealth
Florida
-$347M
4
CM
Churchill Management
California
-$340M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$326M
Name Holding Trade Value Shares
Change 		Shares
Change %
TLA
501
Tanglewood Legacy Advisors
Texas
$7.17M +$54.3K +128 +0.8%
CPG
502
Cornerstone Planning Group
New Jersey
$7.13M +$336K +768 +5%
GIA
503
Gladstone Institutional Advisory
Florida
$7.08M -$315K -743 -4%
TWM
504
Tolleson Wealth Management
Texas
$7.06M -$123K -290 -2%
CVA
505
Central Valley Advisors
California
$7M -$3.03M -7,141 -30%
IA
506
IFG Advisory
Georgia
$6.97M +$394K +928 +6%
EWM
507
EPG Wealth Management
Georgia
$6.96M -$594K -1,400 -8%
DFA
508
DHJJ Financial Advisors
Illinois
$6.94M -$85.3K -201 -1%
DFS
509
Dixon Fnancial Services
California
$6.91M – – –
PA
510
Pinnacle Associates
New York
$6.88M -$448K -1,056 -6%
FDDB
511
Fidelity D&D Bancorp
Pennsylvania
$6.84M +$1.17M +2,762 +21%
FWTB
512
First Western Trust Bank
Colorado
$6.82M -$497K -1,170 -7%
FNBT
513
FineMark National Bank & Trust
Florida
$6.78M -$59.9K -141 -0.9%
AC
514
AlphaCore Capital
California
$6.69M +$635K +1,496 +10%
LBC
515
Lowe Brockenbrough & Co
Virginia
$6.68M +$79.4K +187 +1%
SCM
516
SOL Capital Management
Maryland
$6.68M +$2.59M +6,090 +63%
NB
517
Nicolet Bankshares
Wisconsin
$6.67M -$20.4K -48 -0.3%
FMWA
518
Forvis Mazars Wealth Advisors
Missouri
$6.62M +$363K +854 +6%
AA
519
Apriem Advisors
California
$6.6M +$27.2K +64 +0.4%
EFG
520
Embree Financial Group
Illinois
$6.6M +$5.1K +12 +0.1%
CAAM
521
Cornerstone Advisors Asset Management
Pennsylvania
$6.57M +$419K +986 +7%
SPC
522
Sigma Planning Corp
Michigan
$6.57M -$343K -809 -5%
GAM
523
Gotham Asset Management
New York
$6.57M +$5.45M +12,828 +487%
SWGC
524
Summit Wealth Group (Colorado)
Colorado
$6.53M +$6.53M +15,382 New
LFAS
525
Level Four Advisory Services
Texas
$6.49M +$2.07M +4,876 +47%
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