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iShares Russell 1000 Growth ETF
IWF

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: 196 → 227 (+31)

12% more capital invested

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

11% more funds holding

Funds holding: 2,072 → 2,304 (+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

Top Buyers

Rank Fund Capital Flow
1
DFG
Demars Financial Group
Washington
+$328M
2
SMFG
Sumitomo Mitsui Financial Group
Japan
+$272M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$208M
4
Bank of America
Bank of America
North Carolina
+$180M
5
Two Sigma Investments
Two Sigma Investments
New York
+$167M

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$1.41B
2
Morgan Stanley
Morgan Stanley
New York
-$766M
3
American Century Companies
American Century Companies
Missouri
-$256M
4
Ameriprise
Ameriprise
Minnesota
-$118M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$112M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1351
Benedict Financial Advisors
Georgia
$812K – – –
RDIA
1352
RE Dickinson Investment Advisors
Iowa
$811K – – –
MFA
1353
Mayflower Financial Advisors
Massachusetts
$811K +$311K +3,160 +64%
TPWA
1354
TRUE Private Wealth Advisors
Oregon
$809K – – –
LPAM
1355
Lodestar Private Asset Management
California
$809K +$116K +1,184 +17%
WHCFA
1356
William Howard & Co Financial Advisors
Tennessee
$809K +$787 +8 +0.1%
ME
1357
McIlrath & Eck
Washington
$808K -$70K -712 -8%
GHA
1358
GW Henssler & Associates
Georgia
$805K – – –
ACMA
1359
Arbor Capital Management (Alaska)
Alaska
$804K +$120K +1,220 +18%
SRC
1360
Sage Rhino Capital
California
$803K – – –
SWM
1361
SpringVest Wealth Management
Texas
$800K +$784K +7,968 New
MWM
1362
Mascagni Wealth Management
Mississippi
$799K +$871K +8,852 New
ACM
1363
Allred Capital Management
Texas
$796K – – –
CCP
1364
Cassia Capital Partners
North Carolina
$795K +$295K +3,004 +61%
TIA
1365
Traphagen Investment Advisors
New Jersey
$795K +$27.1K +276 +4%
MWA
1366
Muirfield Wealth Advisors
North Carolina
$794K +$787 +8 +0.1%
AIM
1367
Anchor Investment Management
South Carolina
$794K – – –
CBA
1368
Coastal Bridge Advisors
Connecticut
$793K – – –
VBWMG
1369
Von Berge Wealth Management Group
California
$793K – – –
MIA
1370
MMBG Investment Advisors
Florida
$791K – – –
EFP
1371
EnRich Financial Partners
Wisconsin
$790K – – –
AA
1372
Advisory Alpha
Michigan
$790K +$433K +4,404 +127%
BF
1373
Baring Financial
Washington
$789K +$773K +7,864 New
SCM
1374
Stonehearth Capital Management
Massachusetts
$789K +$11K +112 +1%
BTWM
1375
Baker Tilly Wealth Management
Wisconsin
$787K +$449K +4,568 +139%
53 54
55
56 57

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.