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iShares Russell 1000 Growth ETF

1,660 hedge funds and large institutions have $53.2B invested in iShares Russell 1000 Growth ETF in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 512 increasing their positions, 680 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.79% more ownership

Funds ownership: 302.16%306.95% (+4.8%)

5% less funds holding

Funds holding: 1,7431,660 (-83)

10% less capital invested

Capital invested by funds: $59.2B → $53.2B (-$6.01B)

12% less funds holding in top 10

Funds holding in top 10: 203179 (-24)

25% less repeat investments, than reductions

Existing positions increased: 512 | Existing positions reduced: 680

38% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 150

69% less call options, than puts

Call options by funds: $140M | Put options by funds: $450M

Holders
1,660
Holders Change
-83
Holders Change %
-4.76%
% of All Funds
26.18%
Holding in Top 10
179
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-11.82%
% of All Funds
2.82%
New
93
Increased
512
Reduced
680
Closed
150
Calls
$140M
Puts
$450M
Net Calls
-$310M
Net Calls Change
-$54.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
326
Robertson Stephens Wealth Management
California
$7.67M -$1.1M -16,144 -13%
AAS
327
Avantax Advisory Services
Texas
$7.61M +$435K +6,372 +6%
NB
328
Nicolet Bankshares
Wisconsin
$7.58M +$78.4K +1,148 +1%
OC
329
Oppenheimer & Co
New York
$7.5M -$338K -4,944 -4%
KFP
330
KMG Fiduciary Partners
Ohio
$7.48M -$103K -1,508 -1%
IAN
331
Integrated Advisors Network
Texas
$7.44M +$247K +3,612 +3%
SBH
332
Segall Bryant & Hamill
Illinois
$7.42M +$7.29M +106,852 New
P
333
Pitcairn
Pennsylvania
$7.39M -$959K -14,044 -12%
EAM
334
Eukles Asset Management
Ohio
$7.39M +$171K +2,500 +2%
NCM
335
Narwhal Capital Management
Georgia
$7.36M -$20.2K -296 -0.3%
ICM
336
IMS Capital Management
Oregon
$7.35M +$274K +4,008 +4%
KP
337
Keel Point
Alabama
$7.34M -$111K -1,620 -2%
SQA
338
Simon Quick Advisors
New Jersey
$7.34M +$1.3M +19,080 +22%
NF
339
Nikulski Financial
Iowa
$7.32M +$176K +2,584 +3%
WLIM
340
White Lighthouse Investment Management
Massachusetts
$7.3M +$1.69M +24,780 +31%
SWA
341
SOA Wealth Advisors
New York
$7.29M +$81.4K +1,192 +1%
MSWMA
342
Market Street Wealth Management Advisors
Indiana
$7.28M -$108K -1,580 -1%
Loomis, Sayles & Company
343
Loomis, Sayles & Company
Massachusetts
$7.28M +$1.82M +26,660 +34%
OSAM
344
O'Shaughnessy Asset Management
Connecticut
$7.26M +$1.13M +16,556 +19%
Neuberger Berman Group
345
Neuberger Berman Group
New York
$7.2M -$1.44M -21,084 -17%
PG
346
Patten Group
Tennessee
$7.19M -$99.9K -1,464 -1%
Cerity Partners
347
Cerity Partners
New York
$7.16M +$1.47M +21,508 +20%
CCM
348
Coldstream Capital Management
Washington
$7.12M -$131K -1,920 -2%
PAG
349
Paladin Advisory Group
Iowa
$7.12M +$6.99M +102,328 New
OPS
350
Orion Portfolio Solutions
Nebraska
$7.04M +$68.3K +1,000 +1%

IWF Hedge Fund Activity: Q1 2022 in Review

1,660 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2022, worth a combined $53.2B — down 10% from $59.2B a quarter earlier.

Sellers outnumbered buyers: 150 funds closed out of IWF and 93 opened new positions — a net loss of 57 holders — while 680 trimmed existing stakes and 512 added.

The largest buyer was Aaron Wealth Advisors, adding an estimated $1.37B. The largest seller was Bank of America, cutting an estimated $243M.

  • 1,660 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2022, down from 1,743 in Q4 2021.
  • Funds reported $53.2B of iShares Russell 1000 Growth ETF stock for Q1 2022, down 10% quarter-over-quarter.
  • 93 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2022 and 150 closed out, a net change of -57 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $1.37B added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2022 was Bank of America, an estimated $243M sold.

Based on aggregated 13F filings for Q1 2022.