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iShares Russell 1000 Growth ETF

1,594 hedge funds and large institutions have $42.8B invested in iShares Russell 1000 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 565 increasing their positions, 592 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $97.1M | Put options by funds: $93.3M

5% less repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 592

4% less funds holding

Funds holding: 1,6601,594 (-66)

6.03% less ownership

Funds ownership: 306.95%300.92% (-6%)

9% less funds holding in top 10

Funds holding in top 10: 179163 (-16)

20% less capital invested

Capital invested by funds: $53.2B → $42.8B (-$10.4B)

33% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 135

Holders
1,594
Holders Change
-66
Holders Change %
-3.98%
% of All Funds
26.85%
Holding in Top 10
163
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-8.94%
% of All Funds
2.75%
New
90
Increased
565
Reduced
592
Closed
135
Calls
$97.1M
Puts
$93.3M
Net Calls
+$3.79M
Net Calls Change
+$313M
Name Holding Trade Value Shares
Change
Change in
Stake
DI
276
Disciplined Investments
Oklahoma
$8.32M +$154K +2,572 +2%
ATPW
277
Ashton Thomas Private Wealth
Arizona
$8.2M +$925K +15,412 +11%
C
278
Certuity
Florida
$8.17M -$6.5M -108,264 -42%
AWM
279
AE Wealth Management
Kansas
$8.16M -$1.05M -17,564 -11%
PFA
280
Pettinga Financial Advisors
Indiana
$8.12M -$1.09M -18,152 -11%
CI
281
Conning Inc
Connecticut
$8.1M
FWM
282
FSA Wealth Management
Massachusetts
$7.99M -$20.1M -334,640 -70%
Cerity Partners
283
Cerity Partners
New York
$7.97M +$982K +16,364 +13%
Victory Capital Management
284
Victory Capital Management
Texas
$7.87M +$8.64M +143,980 New
OAM
285
Oppenheimer Asset Management
New York
$7.82M +$819K +13,636 +11%
CHAM
286
Clear Harbor Asset Management
Connecticut
$7.71M
TDWM
287
Topel & Distasi Wealth Management
California
$7.6M +$3.42M +56,948 +69%
GRP
288
Global Retirement Partners
California
$7.59M +$1.2K +20 +0%
PRWA
289
Platte River Wealth Advisors
Colorado
$7.56M -$477K -7,940 -5%
NCG
290
Newport Capital Group
New Jersey
$7.54M +$306K +5,092 +4%
PA
291
Paragon Advisors
Texas
$7.5M +$8.24M +137,224 New
VFA
292
Valeo Financial Advisors
Indiana
$7.49M +$353K +5,888 +5%
DWM
293
Doyle Wealth Management
Florida
$7.37M +$567K +9,440 +8%
MPM
294
Meritage Portfolio Management
Kansas
$7.31M +$78.3K +1,304 +1%
Lido Advisors
295
Lido Advisors
California
$7.18M +$316K +5,264 +4%
SXL
296
Summit X LLC
Missouri
$7.18M +$288K +4,804 +4%
DFG
297
Demars Financial Group
Washington
$7.17M -$6.21M -103,456 -44%
GC
298
Garde Capital
Washington
$7.09M +$3.2M +53,328 +70%
FCA
299
FLC Capital Advisors
California
$7.08M -$153K -2,544 -2%
AWS
300
Atria Wealth Solutions
New York
$6.96M -$2.8M -46,572 -27%

IWF Hedge Fund Activity: Q2 2022 in Review

1,594 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2022, worth a combined $42.8B — down 20% from $53.2B a quarter earlier.

Sellers outnumbered buyers: 135 funds closed out of IWF and 90 opened new positions — a net loss of 45 holders — while 592 trimmed existing stakes and 565 added.

The largest buyer was Bank of America, adding an estimated $484M. The largest seller was Aaron Wealth Advisors, cutting an estimated $1.21B.

  • 1,594 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2022, down from 1,660 in Q1 2022.
  • Funds reported $42.8B of iShares Russell 1000 Growth ETF stock for Q2 2022, down 20% quarter-over-quarter.
  • 90 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2022 and 135 closed out, a net change of -45 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2022 was Bank of America, an estimated $484M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2022 was Aaron Wealth Advisors, an estimated $1.21B sold.

Based on aggregated 13F filings for Q2 2022.