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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
DAS
551
Dynamic Advisor Solutions
Arizona
$5.6M -$1.18M -12,036 -18%
JF
552
JSF Financial
California
$5.55M -$138K -1,404 -2%
SWA
553
Serenus Wealth Advisors
California
$5.55M +$5.43M +55,256 New
CWA
554
Cornerstone Wealth Advisors
Minnesota
$5.54M -$223K -2,268 -4%
PCG
555
Prosperity Consulting Group
Maryland
$5.5M +$303K +3,076 +6%
FTUS
556
Flow Traders U.S.
New York
$5.43M -$1.82M -18,548 -26%
FWMP
557
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$5.4M +$5.29M +53,780 New
MCM
558
MidAtlantic Capital Management
Virginia
$5.37M +$11K +112 +0.2%
CPC
559
Consolidated Planning Corp
Georgia
$5.33M -$2.75K -28 -0.1%
AWA
560
Alta Wealth Advisors
Massachusetts
$5.33M -$66.9K -680 -1%
AF
561
Advisornet Financial
Minnesota
$5.32M +$434K +4,412 +9%
CG
562
Caprock Group
Idaho
$5.32M +$10.2K +104 +0.2%
HIA
563
Harbor Investment Advisory
Maryland
$5.31M +$74.4K +756 +1%
LGA
564
Lebenthal Global Advisors
New York
$5.29M +$5.18M +52,676 New
TWA
565
Talisman Wealth Advisors
New Jersey
$5.28M +$284K +2,884 +6%
VA
566
Valmark Advisers
Ohio
$5.28M +$172K +1,744 +3%
BCM
567
Brookstone Capital Management
Illinois
$5.26M -$7.47K -76 -0.1%
AWA
568
Amplius Wealth Advisors
Pennsylvania
$5.24M -$74K -752 -1%
SPC
569
Sigma Planning Corp
Michigan
$5.23M +$14.9K +152 +0.3%
IF
570
Intrua Financial
Texas
$5.23M +$5.12M +52,072 New
ClearBridge Investments
571
ClearBridge Investments
New York
$5.18M +$4.35M +44,224 +603%
CB
572
Cadence Bank
Mississippi
$5.17M -$51.5K -524 -1%
X
573
Xponance
Pennsylvania
$5.14M -$779K -7,920 -13%
CCWM
574
Cassaday & Co Wealth Management
Virginia
$5.12M +$42.1K +428 +0.8%
OWM
575
Olympus Wealth Management
Utah
$5.1M +$591K +6,004 +13%

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.