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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
OFG
701
Oxford Financial Group
Indiana
$3.55M
SWA
702
Stratos Wealth Advisors
Ohio
$3.55M -$157K -1,596 -4%
WIA
703
World Investment Advisors
California
$3.53M +$1.6M +16,256 +86%
JA
704
JVL Associates
Michigan
$3.52M -$5.12K -52 -0.1%
IFG
705
Independent Financial Group
California
$3.52M -$29.1K -296 -0.8%
AEPWM
706
Atlantic Edge Private Wealth Management
Florida
$3.52M
PCM
707
Permanent Capital Management
Illinois
$3.52M +$3.44M +35,012 New
IA
708
IFC Advisors
California
$3.51M +$3.44M +34,948 New
ATC
709
Adirondack Trust Company
New York
$3.47M +$324K +3,292 +11%
MOS
710
MGO One Seven
Ohio
$3.47M -$155K -1,572 -4%
MWA
711
Monograph Wealth Advisors
California
$3.45M -$48.8K -496 -1%
MCC
712
Money Concepts Capital
Florida
$3.44M +$1.7M +17,332 +102%
CAC
713
Certified Advisory Corp
Florida
$3.42M -$5.12K -52 -0.2%
GIM
714
Goelzer Investment Management
Indiana
$3.42M -$2.7M -27,428 -45%
CM
715
Columbus Macro
Pennsylvania
$3.42M +$3.35M +34,084 New
MM
716
Meridian Management
Arkansas
$3.41M -$335K -3,408 -9%
PA
717
PFG Advisors
Arizona
$3.41M -$585K -5,944 -15%
BA
718
Brightwater Advisory
Florida
$3.4M -$168K -1,712 -5%
ACP
719
Argyle Capital Partners
California
$3.4M +$3.33M +33,820 New
JHCP
720
Jackson Hole Capital Partners
Oklahoma
$3.39M
EAM
721
Evanson Asset Management
California
$3.38M -$659K -6,700 -17%
DWM
722
Diversify Wealth Management
Utah
$3.37M +$631K +6,412 +23%
FAIM
723
Financial Advocates Investment Management
Washington
$3.37M +$238K +2,420 +8%
GT
724
Greenleaf Trust
Michigan
$3.36M +$92.5K +940 +3%
JPG
725
Jordan Park Group
California
$3.35M +$393 +4 +0%

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.