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iShares Russell 1000 Growth ETF

1,689 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 212 funds opening new positions, 599 increasing their positions, 552 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more first-time investments, than exits

New positions opened: 212 | Existing positions closed: 63

23% more call options, than puts

Call options by funds: $115M | Put options by funds: $93.9M

16% more capital invested

Capital invested by funds: $41.4B → $48.1B (+$6.71B)

7% more funds holding

Funds holding: 1,5741,689 (+115)

1% more funds holding in top 10

Funds holding in top 10: 158160 (+2)

9% more repeat investments, than reductions

Existing positions increased: 599 | Existing positions reduced: 552

0.94% more ownership

Funds ownership: 301.98%302.92% (+0.94%)

Holders
1,689
Holders Change
+115
Holders Change %
+7.31%
% of All Funds
27.15%
Holding in Top 10
160
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.27%
% of All Funds
2.57%
New
212
Increased
599
Reduced
552
Closed
63
Calls
$115M
Puts
$93.9M
Net Calls
+$21.4M
Net Calls Change
+$53.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
251
Sunburst Financial Group
Alabama
$11.4M +$19.8K +360 +0.2%
DWT
252
Dorsey & Whitney Trust
South Dakota
$11.2M +$512K +9,304 +5%
DIP
253
DT Investment Partners
Pennsylvania
$11.2M +$8.8M +160,000 +332%
FTS
254
Fifth Third Securities
Ohio
$11.1M +$2.72M +49,512 +31%
SWM
255
Spire Wealth Management
Virginia
$11.1M +$151K +2,740 +1%
CFO
256
Callan Family Office
Pennsylvania
$10.9M +$11.1M +202,676 New
HWM
257
HB Wealth Management
Georgia
$10.7M +$1.35M +24,464 +14%
BFS
258
Bradley Foster & Sargent
Connecticut
$10.6M -$195K -3,540 -2%
HNB
259
Huntington National Bank
Ohio
$10.6M
Westfield Capital Management
260
Westfield Capital Management
Massachusetts
$10.3M +$10.6M +193,008 New
SGA
261
Sustainable Growth Advisers
Connecticut
$10.3M +$5.29M +96,212 +100%
CGA
262
Crescent Grove Advisors
Illinois
$10.3M -$4.16M -75,616 -28%
IP
263
Investment Partners
Ohio
$10.2M -$16.9K -308 -0.2%
AssetMark Inc
264
AssetMark Inc
California
$10.1M +$10.2M +184,660 +4,046%
AWG
265
Altus Wealth Group
Colorado
$10.1M +$3.19M +58,024 +44%
SPIA
266
Strategic Point Investment Advisors
Rhode Island
$10.1M +$164K +2,976 +2%
XF
267
XML Financial
Maryland
$10M +$639K +11,612 +7%
Loomis, Sayles & Company
268
Loomis, Sayles & Company
Massachusetts
$9.98M +$1.8M +32,692 +21%
PSCM
269
Per Stirling Capital Management
Texas
$9.95M +$10.2M +185,784 New
State Street
270
State Street
Massachusetts
$9.9M -$1.85M -33,624 -15%
Neuberger Berman Group
271
Neuberger Berman Group
New York
$9.82M +$4.66M +84,728 +86%
CFGF
272
Compass Financial Group (Florida)
Florida
$9.69M +$286K +5,200 +3%
CWM
273
Congress Wealth Management
Massachusetts
$9.61M +$6.95M +126,272 +238%
ATPW
274
Ashton Thomas Private Wealth
Arizona
$9.4M +$86.9K +1,580 +0.9%
Legal & General Group
275
Legal & General Group
United Kingdom
$9.28M +$1.78M +32,440 +23%

IWF Hedge Fund Activity: Q4 2022 in Review

1,689 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q4 2022, worth a combined $48.1B — up 16% from $41.4B a quarter earlier.

Buyers outnumbered sellers: 212 funds opened new IWF positions and 63 closed out — a net gain of 149 holders — while 599 added to existing stakes and 552 trimmed.

The largest buyer was Bank of America, adding an estimated $701M. The largest seller was Nuveen, cutting an estimated $266M.

  • 1,689 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q4 2022, up from 1,574 in Q3 2022.
  • Funds reported $48.1B of iShares Russell 1000 Growth ETF stock for Q4 2022, up 16% quarter-over-quarter.
  • 212 funds opened new iShares Russell 1000 Growth ETF positions in Q4 2022 and 63 closed out, a net change of +149 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q4 2022 was Bank of America, an estimated $701M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q4 2022 was Nuveen, an estimated $266M sold.

Based on aggregated 13F filings for Q4 2022.