IWF · iShares Russell 1000 Growth ETF ETF
$123.41
-0.02 (-0.02%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 18
Total Value: $254,666,951
Total Shares: 2,050,954
Institutional Ownership Trend
16 quarters
Holder Concentration
Across 18 13F filers · Δ vs Mar 31, 2026Top Holder
43.5%
−55.2 pts
Top 5
94.3%
−5.6 pts
Top 10
98.4%
−1.6 pts
HHI
2,789
Highly concentrated−6,955
Quarterly Activity
vs Mar 31, 2026
New
14
Increased
4
Decreased
0
Sold Out
4
Unchanged
0
Holder count:
+10
Institutional value:
-15.6%
Shares held:
-27.5%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Advus Financial Partners, LLC | +9,757 | 13,009 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group | +7,591 | 10,077 | |
| Small Range Advisory, LLC | +4,476 | 5,859 | |
| Small Cornerstone Financial Management LLC | +2,005 | 2,696 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 892,775 | $110,855,871 | |
| Mega CITADEL ADVISORS LLC | 507,100 | $62,966,607 | |
| Mid Parkside Financial Bank & Trust | 296,339 | $36,796,413 | |
| Mega Allianz Asset Management GmbH | 139,435 | $17,313,643 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. | 98,443 | $12,223,667 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large M&T Bank Corp | 2,793,668 | $297,805,005 | |
| Mid Dakota Wealth Management | 27,636 | $2,945,997 | |
| Small BOSTON RESEARCH & MANAGEMENT INC | 643 | $68,543 | |
| Micro Layline Advisors, LLC | 483 | $51,487 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC IWF | $110,855,871 | 43.53% | 892,775 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC IWF | $49,655,583 | 19.50% | 399,900 | Call | 2026-09-02 | |
| Mid Parkside Financial Bank & Trust Bank IWF | $36,796,413 | 14.45% | 296,339 | Shares | 2026-09-04 | |
| Mega Allianz Asset Management GmbH IWF | $17,313,643 | 6.80% | 139,435 | Shares | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC IWF | $13,311,024 | 5.23% | 107,200 | Put | 2026-09-02 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. IWF | $12,223,667 | 4.80% | 98,443 | Shares | 2026-08-25 | |
| Small HORAN Wealth, LLC IWF | $4,117,477 | 1.62% | 33,160 | Shares | 2026-08-26 | |
| Small BROWN, LISLE/CUMMINGS, INC. IWF | $2,026,951 | 0.80% | 16,324 | Shares | 2026-09-02 | |
| Small Advus Financial Partners, LLC IWF | $1,615,327 | 0.63% | 13,009 | Shares | 2026-08-25 | |
| Small Wellington Grp LLC IWF | $1,515,867 | 0.60% | 12,208 | Shares | 2026-08-26 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group IWF | $1,251,261 | 0.49% | 10,077 | Shares | 2026-09-02 | |
| Mid Strategic Financial Services, Inc. IWF | $1,147,206 | 0.45% | 9,239 | Shares | 2026-08-24 | |
| Small Financial Insights, Inc. IWF | $772,958 | 0.30% | 6,225 | Shares | 2026-08-25 | |
| Small Range Advisory, LLC IWF | $727,512 | 0.29% | 5,859 | Shares | 2026-09-02 | |
| Small Schulz Wealth, LTD. IWF | $546,844 | 0.21% | 4,404 | Shares | 2026-08-26 | |
| Small Cornerstone Financial Management LLC IWF | $334,762 | 0.13% | 2,696 | Shares | 2026-08-28 | |
| Small Kinetic Wealth Investment Advisors LLC IWF | $229,714 | 0.09% | 1,850 | Shares | 2026-09-02 | |
| Small Kingsbury Capital Investment Advisors LLC IWF | $218,415 | 0.09% | 1,759 | Shares | 2026-08-25 | |
| Small TUCKER ASSET MANAGEMENT LLC IWF | $6,456 | 0.00% | 52 | Shares | 2026-08-27 |