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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
PWM
501
Partnership Wealth Management
Maryland
$6.88M -$284K -2,884 -4%
SI
502
Saxon Interests
Texas
$6.86M -$53.9K -548 -0.8%
TLA
503
Tanglewood Legacy Advisors
Texas
$6.82M -$9.05K -92 -0.1%
ASN
504
Advisory Services Network
Georgia
$6.81M +$812K +8,256 +14%
OWM
505
Opes Wealth Management
California
$6.8M +$80.7K +820 +1%
FA
506
Financial Advisors
Massachusetts
$6.79M -$109K -1,104 -2%
DFA
507
DHJJ Financial Advisors
Illinois
$6.74M -$146K -1,488 -2%
PA
508
Pinnacle Associates
New York
$6.73M -$37K -376 -0.6%
FA
509
Flagstar Advisors
New York
$6.7M +$553K +5,620 +9%
SHWM
510
Smith & Howard Wealth Management
Georgia
$6.66M -$192K -1,948 -3%
PWM
511
Perigon Wealth Management
California
$6.65M -$37K -376 -0.6%
FAM
512
Fred Alger Management
New York
$6.62M +$6.49M +65,936 +824,200%
CCM
513
Colorado Capital Management
Colorado
$6.59M -$130K -1,324 -2%
FNBT
514
FineMark National Bank & Trust
Florida
$6.54M -$31.1K -316 -0.5%
Sands Capital Management
515
Sands Capital Management
Virginia
$6.52M +$4.46M +45,312 +231%
ZIG
516
Zuckerman Investment Group
Illinois
$6.52M +$238K +2,420 +4%
BCA
517
Bay Capital Advisors
Virginia
$6.5M +$6.36M +64,700 New
FFA
518
Farther Finance Advisors
California
$6.49M +$155K +1,580 +3%
CW
519
CreativeOne Wealth
Kansas
$6.47M +$137K +1,388 +2%
BWA
520
Beam Wealth Advisors
Louisiana
$6.44M -$266K -2,708 -4%
EWA
521
EverSource Wealth Advisors
Alabama
$6.41M +$118K +1,196 +2%
ARG
522
Advisory Resource Group
Oklahoma
$6.38M -$1.02M -10,420 -14%
CPG
523
Cornerstone Planning Group
New Jersey
$6.26M -$50.4K -512 -0.8%
TCWM
524
Total Clarity Wealth Management
Illinois
$6.23M -$2.42M -24,568 -28%
MMA
525
Miracle Mile Advisors
California
$6.19M +$1M +10,180 +20%

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.