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iShares Russell 1000 Growth ETF

2,054 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 137 funds opening new positions, 599 increasing their positions, 811 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,054
Holders Change
+45
Holders Change %
+2.24%
% of All Funds
29.71%
Holding in Top 10
195
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-2.99%
% of All Funds
2.82%
New
137
Increased
599
Reduced
811
Closed
64
Calls
$126M
Puts
$50.4M
Net Calls
+$75.9M
Net Calls Change
-$34.9M
Name Holding Trade Value Shares
Change
Shares
Change %
WWP
2001
WR Wealth Planners
Missouri
$44.3K -$31.2K -83 -41%
PIS
2002
POM Investment Strategies
North Carolina
$42.8K
HWA
2003
HHM Wealth Advisors
Tennessee
$42.4K
PS
2004
Planned Solutions
California
$42.2K +$42.2K +112 New
FFA
2005
Frazier Financial Advisors
Ohio
$38.3K -$3.75K -10 -9%
MSG
2006
Main Street Group
Virginia
$37.5K
TH
2007
TCTC Holdings
Texas
$37.5K
CWM
2008
Cranbrook Wealth Management
Michigan
$37.5K
CNBTD
2009
Citizens National Bank Trust Department
Mississippi
$37.5K
LOIP
2010
Live Oak Investment Partners
Texas
$34.9K -$35.4K
OWP
2011
ORG Wealth Partners
Texas
$31.2K +$31.2K +83 New
CIA
2012
Cape Investment Advisory
Georgia
$30.4K +$24.4K +65 +406%
CAM
2013
Creekmur Asset Management
Illinois
$29.6K
MFC
2014
Morris Financial Concepts
South Carolina
$29.3K
OAJ
2015
Ogorek Anthony Joseph
New York
$29K
TC
2016
Truvestments Capital
Florida
$26.9K +$26.9K +72 New
TLCM
2017
Twin Lakes Capital Management
California
$26.7K
GCM
2018
Gables Capital Management
Florida
$25.9K
MSFP
2019
Mark Sheptoff Financial Planning
Connecticut
$23.6K +$10.1K +27 +75%
BCV
2020
Banque Cantonale Vaudoise
Switzerland
$23K
AWA
2021
Authentikos Wealth Advisory
California
$22.9K +$22.9K +61 New
TVWM
2022
Tower View Wealth Management
Wisconsin
$22.2K
HWM
2023
HighMark Wealth Management
Minnesota
$21.1K
CT
2024
Clearstead Trust
Maine
$20.6K -$24K -64 -54%
AWM
2025
AllSquare Wealth Management
New York
$20.1K