We are live on ! Find out more
IWF icon

iShares Russell 1000 Growth ETF

2,071 hedge funds and large institutions have $73.9B invested in iShares Russell 1000 Growth ETF in 2024 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 605 increasing their positions, 817 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $126M | Put options by funds: $50.4M

113% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 64

2% more funds holding

Funds holding: 2,0272,071 (+44)

1% more capital invested

Capital invested by funds: $73.3B → $73.9B (+$558M)

0.33% more ownership

Funds ownership: 303.76%304.09% (+0.33%)

3% less funds holding in top 10

Funds holding in top 10: 202196 (-6)

26% less repeat investments, than reductions

Existing positions increased: 605 | Existing positions reduced: 817

Holders
2,071
Holders Change
+44
Holders Change %
+2.17%
% of All Funds
29.74%
Holding in Top 10
196
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-2.97%
% of All Funds
2.81%
New
136
Increased
605
Reduced
817
Closed
64
Calls
$126M
Puts
$50.4M
Net Calls
+$75.9M
Net Calls Change
-$34.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1426
Richardson Capital Management
Wisconsin
$569K -$12.3K -136 -2%
JAG
1427
Journey Advisory Group
Kentucky
$569K
FA
1428
Fountainhead AM
New Jersey
$568K +$549K +6,052 New
PAS
1429
Professional Advisory Services
Florida
$566K
GA
1430
Geller Advisors
New York
$563K
MCM
1431
MontVue Capital Management
Virginia
$563K
TCMP
1432
Thrive Capital Management (Pennsylvania)
Pennsylvania
$559K -$25.4K -280 -4%
SFC
1433
Strategic Financial Concepts
Texas
$556K -$165M -1,823,224 -100%
LCM
1434
Liberty Capital Management
Michigan
$554K -$14.1K -156 -3%
NMG
1435
New Millennium Group
Utah
$554K
LWMNY
1436
Landmark Wealth Management (New York)
New York
$553K +$535K +5,896 New
DI
1437
DAGCO Inc
Ohio
$553K +$25.4K +280 +5%
RIA
1438
RPG Investment Advisory
California
$549K -$61.7K -680 -10%
JC
1439
JB Capital
Connecticut
$547K +$131K +1,448 +33%
PPW
1440
PACK Private Wealth
Minnesota
$547K
GF
1441
GGM Financials
Ohio
$545K +$363 +4 +0.1%
NAS
1442
NWF Advisory Services
California
$544K -$3.99K -44 -0.8%
TW
1443
TrinityPoint Wealth
Connecticut
$544K +$54.8K +604 +12%
FWM
1444
FFT Wealth Management
Pennsylvania
$543K
Luther King Capital Management (LKCM)
1445
Luther King Capital Management (LKCM)
Texas
$543K
CWM
1446
Compass Wealth Management
Connecticut
$541K
COCM
1447
Charter Oak Capital Management
New Hampshire
$538K +$36.3K +400 +7%
FAM
1448
Formidable Asset Management
Ohio
$538K -$39.2K -432 -7%
FAT
1449
First American Trust
California
$538K +$4.71K +52 +0.9%
PWS
1450
Precision Wealth Strategies
Missouri
$538K

IWF Hedge Fund Activity: Q3 2024 in Review

2,071 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2024, worth a combined $73.9B — up 0.76% from $73.3B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new IWF positions and 64 closed out — a net gain of 72 holders — while 605 added to existing stakes and 817 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $1.3B. The largest seller was AllianceBernstein, cutting an estimated $400M.

  • 2,071 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2024, up from 2,027 in Q2 2024.
  • Funds reported $73.9B of iShares Russell 1000 Growth ETF stock for Q3 2024, up 0.76% quarter-over-quarter.
  • 136 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2024 and 64 closed out, a net change of +72 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $1.3B added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2024 was AllianceBernstein, an estimated $400M sold.

Based on aggregated 13F filings for Q3 2024.