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iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

1,684 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 211 funds opening new positions, 598 increasing their positions, 550 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,684
Holders Change
+115
Holders Change %
+7.33%
% of All Funds
27.17%
Holding in Top 10
159
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.27%
% of All Funds
2.57%
New
211
Increased
598
Reduced
550
Closed
63
Calls
$115M
Puts
$93.9M
Net Calls
+$21.4M
Net Calls Change
+$53.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$683M
2
Polen Capital Management
Polen Capital Management
Florida
+$417M
3
Morgan Stanley
Morgan Stanley
New York
+$275M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$178M
5
Edgewood Management
Edgewood Management
Connecticut
+$130M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$259M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$169M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$163M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$110M
5
AWA
Arete Wealth Advisors
Illinois
-$72.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
301
Pettinga Financial Advisors
Indiana
$7.48M +$125K +583 +2%
TFA
302
Tobias Financial Advisors
Florida
$7.39M +$499K +2,330 +7%
VFA
303
Valeo Financial Advisors
Indiana
$7.39M +$82.7K +386 +1%
MYIA
304
Mount Yale Investment Advisors
Colorado
$7.23M +$6.26M +29,205 +646%
SXL
305
Summit X LLC
Missouri
$7.18M +$1.78M +8,147 +33%
JFG
306
JMG Financial Group
Illinois
$7.17M +$109K +510 +2%
TDWM
307
Topel & Distasi Wealth Management
California
$7.15M -$37.5K -175 -0.5%
LW
308
Linscomb Wealth
Texas
$7.05M +$259K +1,211 +4%
SVWAG
309
Sound View Wealth Advisors Group
Georgia
$7.01M +$1.92M +6,332 +38%
OC
310
Oppenheimer & Co
New York
$7.01M +$822K +3,838 +13%
OIA
311
OneDigital Investment Advisors
Kansas
$6.94M +$2.95M +13,769 +74%
HFA
312
Highland Financial Advisors
New Jersey
$6.93M -$1.14M -5,340 -14%
CA
313
Cresta Advisors
Texas
$6.91M -$353K -1,647 -5%
Jacobs Levy Equity Management
314
Jacobs Levy Equity Management
New Jersey
$6.9M – – –
SMC
315
Smith, Moore & Co
Missouri
$6.83M +$1.27M +5,920 +23%
Carson Wealth (CWM LLC)
316
Carson Wealth (CWM LLC)
Nebraska
$6.82M +$161K +753 +2%
SFG
317
Sage Financial Group
Pennsylvania
$6.78M +$133K +620 +2%
SFS
318
Sowell Financial Services
Arkansas
$6.77M +$3.03M +14,165 +81%
CIA
319
Choate Investment Advisors
Massachusetts
$6.68M +$300K +1,400 +5%
AIFAIM
320
American Institute for Advanced Investment Management
Arizona
$6.65M -$28.5K -133 -0.4%
FCA
321
FLC Capital Advisors
California
$6.61M -$113K -527 -2%
MPM
322
Meritage Portfolio Management
Kansas
$6.6M -$439K -2,050 -6%
P
323
Pitcairn
Pennsylvania
$6.58M +$911K +4,252 +16%
CWM
324
Connecticut Wealth Management
Connecticut
$6.56M -$89.1K -416 -1%
BAM
325
Berkshire Asset Management
Pennsylvania
$6.56M +$629K +2,937 +11%
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