ISHARES RUSSELL 1000 GROWTH (IWF) Institutional Ownership Changes & 13F Activity

ISHARES RUSSELL 1000 GROWTH (IWF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, Mercer Global Advisors Inc, Parkside Financial Bank & Trust, Corient Private Wealth Llc, and Envestnet Portfolio Solutions, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+15,614,625+291.9%20,963,458$2.60BQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+193,200+320.6%253,464$31.47MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+25,111+364.5%32,001$3.97MQ2 2026Sep 23, 2026
Silicon Valley Capital PartnersBuy+9,066+300.4%12,084$1.50MQ2 2026Sep 21, 2026
Security National Bank Of Sioux City IowaBuy+1,660—1,660$206.12KQ2 2026Sep 18, 2026
Reynders Mcveigh Capital Management, LlcBuy+5,118+302.1%6,812$846.00Q2 2026Sep 15, 2026
Cherry Tree Wealth Management, LlcBuy+654+300.0%872$108.31KQ2 2026Sep 15, 2026
Anchor Investment Management, LlcSell-105-6.3%1,560$193.75KQ2 2026Sep 15, 2026
Smith Chas P & Associates Pa CpasBuy+1,494+300.0%1,992$247.35KQ2 2026Sep 11, 2026
Integrated Wealth Concepts LlcBuy+116,601+406.6%145,281$18.04MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+220,282+289.6%296,339$36.80MQ2 2026Sep 04, 2026
Allianz Asset Management GmbhBuy+119,935+615.1%139,435$17.31MQ2 2026Sep 02, 2026
Brown, Lisle/Cummings, Inc.Buy+12,243+300.0%16,324$2.03MQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcBuy+2,005+290.2%2,696$334.76KQ2 2026Aug 28, 2026
Corient Private Wealth LlcBuy+216,168+31.9%892,775$110.86MQ2 2026Aug 27, 2026
Horan Wealth, LlcBuy+24,927+302.8%33,160$4.12MQ2 2026Aug 26, 2026
Wellington Grp LlcBuy+12,208—12,208$1.52MQ2 2026Aug 26, 2026
Tobias Financial Advisors, Inc.Buy+72,895+285.3%98,443$12.22MQ2 2026Aug 25, 2026
Financial Insights, Inc.Buy+4,576+277.5%6,225$772.96KQ2 2026Aug 25, 2026
Strategic Financial Services, Inc.Buy+6,908+296.4%9,239$1.15MQ2 2026Aug 24, 2026
West Michigan Advisors, LlcBuy+14,295+253.7%19,929$2.47MQ2 2026Aug 21, 2026
Bernard Wealth Management Corp.Buy+576+300.0%768$95.36KQ2 2026Aug 21, 2026
Rehmann Capital Advisory GroupBuy+52,483+300.0%69,976$8.69MQ2 2026Aug 20, 2026
Jackson Wealth Management, LlcSell-14,697-76.2%4,588$570.00KQ2 2026Aug 20, 2026
Forefront Wealth Partners, LlcBuy+9,831+296.9%13,142$1.63MQ2 2026Aug 20, 2026
Clifford Swan Investment Counsel LlcBuy+1,812—1,812$225.00KQ2 2026Aug 20, 2026
Gill Capital Partners, LlcBuy+1,794+300.0%2,392$297.01KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+1,235,547+302.7%1,643,658$204.09MQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoBuy+68,655+295.4%91,899$11.41MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+66,178+347.7%85,213$10.58MQ2 2026Aug 19, 2026
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Frequently asked questions about IWF activity

  • Which institutional owners are buying IWF?

    Institutional owners buying IWF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IWF activity?

    "Buy" means an investor increased their reported position in IWF compared to the prior reporting period. This reflects growing exposure to ISHARES RUSSELL 1000 GROWTH (IWF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IWF increasing?

    Institutional interest in IWF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.