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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
Bessemer Group
301
Bessemer Group
New Jersey
$6.87M +$470K +7,828 +7%
CCWA
302
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.86M -$1.2M -19,944 -14%
RA
303
RFG Advisory
Alabama
$6.79M +$2.97M +49,440 +83%
CWM
304
Connecticut Wealth Management
Connecticut
$6.79M +$100K +1,668 +1%
WA
305
Waverly Advisors
Alabama
$6.78M -$402K -6,696 -5%
SFG
306
Sage Financial Group
Pennsylvania
$6.73M +$27.4K +456 +0.4%
AIFAIM
307
American Institute for Advanced Investment Management
Arizona
$6.67M -$101K -1,684 -1%
Legal & General Group
308
Legal & General Group
United Kingdom
$6.66M +$4.51M +75,200 +162%
LW
309
Linscomb Wealth
Texas
$6.6M -$283K -4,716 -4%
WB
310
West Bancorporation
Iowa
$6.59M -$505K -8,420 -7%
TFA
311
Tobias Financial Advisors
Florida
$6.58M +$2.34M +38,956 +48%
ClearBridge Investments
312
ClearBridge Investments
New York
$6.58M +$5.83M +97,028 +418%
I2I
313
Insight 2811 Inc
Illinois
$6.55M -$317K -5,276 -4%
IWC
314
Integrated Wealth Concepts
Massachusetts
$6.55M +$5.39M +89,772 +299%
CHC
315
City Holding Co
West Virginia
$6.46M +$20.4K +340 +0.3%
WT
316
Whittier Trust
California
$6.38M -$632K -10,532 -8%
KP
317
Keel Point
Alabama
$6.36M -$301K -5,008 -5%
HFP
318
Holistic Financial Partners
Indiana
$6.35M -$24K -400 -0.3%
AWP
319
Accretive Wealth Partners
New Jersey
$6.34M +$172K +2,860 +3%
FA
320
Fermata Advisors
California
$6.33M +$1.25M +20,740 +22%
WSFS
321
Wilmington Savings Fund Society
Delaware
$6.32M -$601K -10,004 -8%
Carson Wealth (CWM LLC)
322
Carson Wealth (CWM LLC)
Nebraska
$6.32M +$275K +4,588 +4%
HF
323
Halpern Financial
Virginia
$6.31M -$171K -2,856 -2%
UFA
324
US Financial Advisors
Massachusetts
$6.29M -$2.58M -42,896 -27%
TAIM
325
TD Ameritrade Investment Management
Nebraska
$6.24M -$1.04M -17,356 -13%

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.