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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
JWM
1826
JGP Wealth Management
Oregon
$355K
PAMG
1827
Patton Albertson Miller Group
Tennessee
$353K
IA
1828
Integrity Alliance
Iowa
$353K +$346K +3,516 New
SFP
1829
Strategic Financial Partners
Oregon
$353K
PFM
1830
Phillips Financial Management
Indiana
$351K
SIAS
1831
Summit Investment Advisory Services
Minnesota
$351K
GWM
1832
GSB Wealth Management
Connecticut
$350K +$393 +4 +0.1%
RCM
1833
RB Capital Management
Nevada
$349K +$393 +4 +0.1%
AFG
1834
ABLE Financial Group
Arizona
$349K
PPW
1835
Parcion Private Wealth
Washington
$347K +$37.4K +380 +12%
SRC
1836
Shufro Rose & Co
New York
$347K
EA
1837
Everpar Advisors
Oklahoma
$346K +$339K +3,448 New
RC
1838
Roundview Capital
New Jersey
$345K +$37K +376 +12%
MAG
1839
Mayfair Advisory Group
Alabama
$345K +$48.8K +496 +17%
PRI
1840
Prepared Retirement Institute
Pennsylvania
$344K +$26.8K +272 +9%
Invesco
1841
Invesco
Georgia
$342K +$335K +3,408 New
LFP
1842
Lakeshore Financial Planning
Michigan
$342K -$12.2K -124 -4%
OCM
1843
Orion Capital Management
California
$340K
TCBWMS
1844
Texas Capital Bank Wealth Management Services
Texas
$340K +$33K +336 +11%
WTFG
1845
Wood Tarver Financial Group
Idaho
$339K +$333K +3,384 New
YIH
1846
Y-Intercept (HK)
Hong Kong
$339K +$332K +3,376 New
SFP
1847
Shepherd Financial Partners
Massachusetts
$339K +$393 +4 +0.1%
SWM
1848
SK Wealth Management
Rhode Island
$338K
RA
1849
Riversedge Advisors
Delaware
$338K -$2.36K -24 -0.7%
BZWA
1850
Blue Zone Wealth Advisors
California
$338K -$18.9K -192 -5%

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.