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iShares Russell 1000 Growth ETF

1,574 hedge funds and large institutions have $41.4B invested in iShares Russell 1000 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 504 increasing their positions, 581 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.05% more ownership

Funds ownership: 300.92%301.98% (+1.1%)

1% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 84

3% less capital invested

Capital invested by funds: $42.8B → $41.4B (-$1.41B)

1% less funds holding

Funds holding: 1,5941,574 (-20)

3% less funds holding in top 10

Funds holding in top 10: 163158 (-5)

13% less repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 581

33% less call options, than puts

Call options by funds: $64.2M | Put options by funds: $96M

Holders
1,574
Holders Change
-20
Holders Change %
-1.25%
% of All Funds
27.11%
Holding in Top 10
158
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.07%
% of All Funds
2.72%
New
85
Increased
504
Reduced
581
Closed
84
Calls
$64.2M
Puts
$96M
Net Calls
-$31.8M
Net Calls Change
-$35.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Jacobs Levy Equity Management
301
Jacobs Levy Equity Management
New Jersey
$6.78M +$7.57M +128,800 New
TFA
302
Tobias Financial Advisors
Florida
$6.76M +$485K +8,252 +7%
LW
303
Linscomb Wealth
Texas
$6.67M +$361K +6,132 +5%
WB
304
West Bancorporation
Iowa
$6.63M +$328K +5,572 +5%
FCA
305
FLC Capital Advisors
California
$6.6M -$238K -4,040 -3%
AIFAIM
306
American Institute for Advanced Investment Management
Arizona
$6.56M +$168K +2,860 +2%
UFA
307
US Financial Advisors
Massachusetts
$6.55M +$555K +9,440 +8%
Carson Wealth (CWM LLC)
308
Carson Wealth (CWM LLC)
Nebraska
$6.54M +$520K +8,840 +8%
CWM
309
Connecticut Wealth Management
Connecticut
$6.53M
SFG
310
Sage Financial Group
Pennsylvania
$6.52M +$52.5K +892 +0.7%
KA
311
Kozak & Associates
Colorado
$6.49M +$7.31M +124,352 New
FA
312
Fermata Advisors
California
$6.42M +$366K +6,220 +5%
LFWA
313
LBJ Family Wealth Advisors
Texas
$6.39M -$3.69M -62,820 -12%
CWM
314
ClientFirst Wealth Management
Arkansas
$6.38M -$35.3K -600 -0.5%
GC
315
Garde Capital
Washington
$6.29M -$602K -10,236 -8%
CIA
316
Choate Investment Advisors
Massachusetts
$6.27M +$4.54M +77,192 +184%
I2I
317
Insight 2811 Inc
Illinois
$6.25M -$64.2K -1,092 -0.9%
KP
318
Keel Point
Alabama
$6.21M +$1.02M +17,336 +17%
PFO
319
Pathstone Family Office
New Jersey
$6.18M +$4.63M +78,692 +203%
OPS
320
Orion Portfolio Solutions
Nebraska
$6.16M +$591K +10,052 +9%
WT
321
Whittier Trust
California
$6.14M
MA
322
MUFG Americas
New York
$6.13M +$351K +5,968 +5%
AWP
323
Accretive Wealth Partners
New Jersey
$6.12M +$22.6K +384 +0.3%
HFP
324
Holistic Financial Partners
Indiana
$6.11M -$1.41K -24 -0%
OC
325
Oppenheimer & Co
New York
$6.07M +$257K +4,368 +4%

IWF Hedge Fund Activity: Q3 2022 in Review

1,574 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2022, worth a combined $41.4B — down 3.3% from $42.8B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new IWF positions and 84 closed out — a net gain of 1 holder — while 504 added to existing stakes and 581 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $630M. The largest seller was Bank of America, cutting an estimated $285M.

  • 1,574 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2022, down from 1,594 in Q2 2022.
  • Funds reported $41.4B of iShares Russell 1000 Growth ETF stock for Q3 2022, down 3.3% quarter-over-quarter.
  • 85 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2022 and 84 closed out, a net change of +1 holder.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2022 was AllianceBernstein, an estimated $630M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2022 was Bank of America, an estimated $285M sold.

Based on aggregated 13F filings for Q3 2022.