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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
PFA
301
Pettinga Financial Advisors
Indiana
$7.48M +$128K +2,332 +2%
TFA
302
Tobias Financial Advisors
Florida
$7.39M +$513K +9,320 +7%
VFA
303
Valeo Financial Advisors
Indiana
$7.39M +$84.9K +1,544 +1%
MYIA
304
Mount Yale Investment Advisors
Colorado
$7.23M +$6.43M +116,820 +646%
SXL
305
Summit X LLC
Missouri
$7.18M +$1.79M +32,588 +33%
JFG
306
JMG Financial Group
Illinois
$7.17M +$112K +2,040 +2%
TDWM
307
Topel & Distasi Wealth Management
California
$7.15M -$38.5K -700 -0.5%
LW
308
Linscomb Wealth
Texas
$7.05M +$266K +4,844 +4%
SVWAG
309
Sound View Wealth Advisors Group
Georgia
$7.01M +$1.39M +25,328 +38%
OC
310
Oppenheimer & Co
New York
$7.01M +$844K +15,352 +13%
OIA
311
OneDigital Investment Advisors
Kansas
$6.94M +$3.03M +55,076 +74%
HFA
312
Highland Financial Advisors
New Jersey
$6.93M -$1.17M -21,360 -14%
CA
313
Cresta Advisors
Texas
$6.91M -$362K -6,588 -5%
Jacobs Levy Equity Management
314
Jacobs Levy Equity Management
New Jersey
$6.9M
SMC
315
Smith, Moore & Co
Missouri
$6.83M +$1.3M +23,680 +23%
Carson Wealth (CWM LLC)
316
Carson Wealth (CWM LLC)
Nebraska
$6.82M +$166K +3,012 +2%
SFG
317
Sage Financial Group
Pennsylvania
$6.78M +$136K +2,480 +2%
SFS
318
Sowell Financial Services
Arkansas
$6.77M +$3.12M +56,660 +81%
CIA
319
Choate Investment Advisors
Massachusetts
$6.68M +$308K +5,600 +5%
AIFAIM
320
American Institute for Advanced Investment Management
Arizona
$6.65M -$29.3K -532 -0.4%
FCA
321
FLC Capital Advisors
California
$6.61M -$116K -2,108 -2%
MPM
322
Meritage Portfolio Management
Kansas
$6.6M -$451K -8,200 -6%
P
323
Pitcairn
Pennsylvania
$6.58M +$936K +17,008 +16%
CWM
324
Connecticut Wealth Management
Connecticut
$6.56M -$91.5K -1,664 -1%
BAM
325
Berkshire Asset Management
Pennsylvania
$6.56M +$646K +11,748 +11%

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.