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iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

1,684 hedge funds and large institutions have $48.1B invested in iShares Russell 1000 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 598 increasing their positions, 550 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,684
Holders Change
+115
Holders Change %
+7.33%
% of All Funds
27.17%
Holding in Top 10
159
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.27%
% of All Funds
2.57%
New
211
Increased
598
Reduced
550
Closed
63
Calls
$115M
Puts
$93.9M
Net Calls
+$21.4M
Net Calls Change
+$53.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$8.17B
2
Polen Capital Management
Polen Capital Management
Florida
$544M
3
Morgan Stanley
Morgan Stanley
New York
$4.73B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.23B
5
Edgewood Management
Edgewood Management
Connecticut
$132M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$239M
2
AllianceBernstein
AllianceBernstein
Tennessee
$451M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$61.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$2.51B
5
AWA
Arete Wealth Advisors
Illinois
$3.34B
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
226
NWAM LLC
Washington
$12.8M +$601K +2,804 +5%
OWA
227
One Wealth Advisors
California
$12.7M +$12.7M +59,412 New
OAM
228
Occidental Asset Management
California
$12.7M +$19.9K +93 +0.2%
JWA
229
JFS Wealth Advisors
Pennsylvania
$12.4M -$1.67M -7,793 -12%
RIS
230
Retirement Income Solutions
Michigan
$12.4M -$216K -1,009 -2%
VWA
231
Visionary Wealth Advisors
Illinois
$12.4M +$48.2K +225 +0.4%
V
232
Veritable
Delaware
$12.4M +$487K +2,271 +4%
RCIM
233
Red Cedar Investment Management
Michigan
$12.4M -$2.37M -11,085 -16%
HIMCH
234
Hartford Investment Management Co (HIMCO)
Connecticut
$12.2M +$12.2M +57,080 New
GIA
235
GHP Investment Advisors
Colorado
$12.2M -$521K -2,432 -4%
SFB
236
STAR Financial Bank
Indiana
$12M +$12M +56,090 New
FCBT
237
First Citizens Bank & Trust
North Carolina
$11.9M -$442K -2,063 -4%
WAG
238
Winthrop Advisory Group
Massachusetts
$11.8M +$260K +1,215 +2%
CWS
239
Confluence Wealth Services
Pennsylvania
$11.8M +$7.87M +36,718 +202%
BWM
240
Brickley Wealth Management
California
$11.8M -$1.03M -4,810 -8%
OBWP
241
O'Brien Wealth Partners
Massachusetts
$11.7M +$91.5K +427 +0.8%
Citadel Advisors
242
Citadel Advisors
Florida
$11.7M -$581K -2,711 -5%
RhumbLine Advisers
243
RhumbLine Advisers
Massachusetts
$11.7M +$1.84M +8,603 +19%
DWM
244
Dakota Wealth Management
Florida
$11.6M -$875K -4,084 -7%
CCM
245
Condor Capital Management
New Jersey
$11.6M +$220K +1,025 +2%
HR
246
Hardy Reed
Mississippi
$11.6M – – –
SDWMA
247
Schneider Downs Wealth Management Advisors
Pennsylvania
$11.5M +$2.09M +9,777 +22%
RBC
248
Roble Belko & Company
Pennsylvania
$11.4M – – –
NA
249
Nottingham Advisors
New York
$11.4M +$884K +4,127 +8%
SW
250
SlateStone Wealth
Florida
$11.4M +$124K +581 +1%
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