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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
Allianz Asset Management
176
Allianz Asset Management
Germany
$36.2M +$9.3M +94,600 +36%
CAWM
177
Capital Advisors Wealth Management
Washington
$35.9M +$603K +6,128 +2%
KAM
178
Kensington Asset Management
Texas
$35.6M -$16.6M -169,000 -32%
ONB
179
Old National Bancorp
Indiana
$35.6M +$958K +9,736 +3%
SC
180
Saiph Capital
New Jersey
$35.5M +$339K +3,444 +1%
TFGT
181
TS Financial Group (TSFG)
Illinois
$34.8M +$469K +4,772 +1%
PFBT
182
Parkside Financial Bank & Trust
Missouri
$34.4M -$1.13M -11,460 -3%
BJL
183
Brighton Jones LLC
Washington
$34.3M -$1.44M -14,644 -4%
WCAMG
184
Woodard & Company Asset Management Group
North Carolina
$34.2M +$956K +9,716 +3%
SB
185
Simmons Bank
Arkansas
$34M -$1.08M -10,968 -3%
BCM
186
BTC Capital Management
Iowa
$33.9M -$1.33M -13,552 -4%
UCFA
187
United Capital Financial Advisors
Texas
$33.7M -$629K -6,392 -2%
FB
188
Fulton Bank
Pennsylvania
$33.4M -$1.22M -12,384 -4%
XF
189
XML Financial
Maryland
$32.7M +$131K +1,332 +0.4%
WFA
190
Wellspring Financial Advisors
Ohio
$32.5M -$629K -6,400 -2%
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$31.7M +$2.86M +29,084 +10%
HCMT
192
Highland Capital Management (Tennessee)
Tennessee
$31.5M +$729K +7,416 +2%
SWMG
193
Sanchez Wealth Management Group
Florida
$31.4M +$2.38M +24,200 +8%
Envestnet Portfolio Solutions
194
Envestnet Portfolio Solutions
Illinois
$31.4M +$3.16M +32,136 +11%
BSG
195
Black Swift Group
Colorado
$31.2M -$703K -7,148 -2%
UWPG
196
Ullmann Wealth Partners Group
Florida
$31M -$256K -2,600 -0.8%
MBT
197
Montecito Bank & Trust
California
$30.9M -$143K -1,452 -0.5%
CWM
198
Congress Wealth Management
Massachusetts
$30.4M +$6.23M +63,372 +26%
Jennison Associates
199
Jennison Associates
New York
$29.9M +$3.04M +30,876 +12%
AWS
200
Atria Wealth Solutions
New York
$29M +$2.06M +20,952 +8%

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.