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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
CWM
326
ClientFirst Wealth Management
Arkansas
$6.23M
Rafferty Asset Management
327
Rafferty Asset Management
New York
$6.18M -$2.55M -42,428 -27%
X
328
Xponance
Pennsylvania
$6.17M +$1.55M +25,740 +30%
ASFA
329
All Season Financial Advisors
Colorado
$6.13M +$6.73M +112,056 New
WLPWM
330
Walled Lake Planning & Wealth Management
Illinois
$6.09M -$46.8K -780 -0.7%
OC
331
Oppenheimer & Co
New York
$6.07M +$184K +3,060 +3%
MA
332
MUFG Americas
New York
$6.04M -$3.79M -63,136 -36%
BAM
333
Berkshire Asset Management
Pennsylvania
$6M +$6.59M +109,832 New
WLIM
334
White Lighthouse Investment Management
Massachusetts
$5.98M +$254K +4,236 +4%
PFP
335
Paragon Financial Partners
California
$5.98M -$998K -16,624 -13%
FLPIM
336
F.L. Putnam Investment Management
Massachusetts
$5.92M -$303K -5,040 -4%
NRW
337
Nova R Wealth
Kansas
$5.85M -$290K -4,832 -4%
OPS
338
Orion Portfolio Solutions
Nebraska
$5.85M +$339K +5,648 +6%
RSWM
339
Robertson Stephens Wealth Management
California
$5.84M -$228K -3,800 -3%
IAN
340
Integrated Advisors Network
Texas
$5.84M -$27.4K -456 -0.4%
P
341
Pitcairn
Pennsylvania
$5.82M
NCM
342
Narwhal Capital Management
Georgia
$5.8M
RCAG
343
Rehmann Capital Advisory Group
Michigan
$5.8M -$732K -12,196 -10%
NF
344
Nikulski Financial
Iowa
$5.79M +$33.1K +552 +0.5%
ICM
345
IMS Capital Management
Oregon
$5.79M +$2.4K +40 +0%
EAM
346
Eukles Asset Management
Ohio
$5.75M -$76.8K -1,280 -1%
Loomis, Sayles & Company
347
Loomis, Sayles & Company
Massachusetts
$5.75M +$19.9K +332 +0.3%
SBH
348
Segall Bryant & Hamill
Illinois
$5.74M -$110K -1,828 -2%
PG
349
Patten Group
Tennessee
$5.74M -$203K -3,376 -3%
CDIA
350
Capital Directions Investment Advisors
Georgia
$5.73M +$335K +5,580 +6%

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.