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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
OFS
351
Oldfather Financial Services
Nebraska
$5.96M +$989K +17,988 +19%
TFCP
352
Twin Focus Capital Partners
Massachusetts
$5.93M +$6.09M +110,792 New
BI
353
Ballast Inc
Kentucky
$5.9M +$367K +6,672 +6%
OCM
354
One Capital Management
California
$5.84M -$253K -4,596 -4%
WLPWM
355
Walled Lake Planning & Wealth Management
Illinois
$5.81M -$114K -2,076 -2%
ASBI
356
American State Bank (Iowa)
Iowa
$5.8M +$461K +8,372 +8%
SWA
357
SOA Wealth Advisors
New York
$5.79M +$353K +6,420 +6%
CHC
358
City Holding Co
West Virginia
$5.79M -$202K -3,664 -3%
EAM
359
Eukles Asset Management
Ohio
$5.78M -$160K -2,900 -3%
CS
360
Comerica Securities
Michigan
$5.77M +$1.58M +28,748 +36%
RCAG
361
Rehmann Capital Advisory Group
Michigan
$5.75M +$1.72M +31,228 +41%
FLPIM
362
F.L. Putnam Investment Management
Massachusetts
$5.74M -$9.9K -180 -0.2%
PFP
363
Paragon Financial Partners
California
$5.71M +$5.72K +104 +0.1%
ICM
364
IMS Capital Management
Oregon
$5.71M +$7.7K +140 +0.1%
NCM
365
Narwhal Capital Management
Georgia
$5.69M -$1.1K -20 -0%
SHWM
366
Smith & Howard Wealth Management
Georgia
$5.67M +$1.08M +19,632 +23%
PPP
367
Private Portfolio Partners
New Jersey
$5.67M +$1.48M +26,892 +34%
NCA
368
Newbrook Capital Advisors
New York
$5.58M -$15.5M -281,512 -73%
SBH
369
Segall Bryant & Hamill
Illinois
$5.54M +$26K +472 +0.5%
MCM
370
Mitchell Capital Management
Kansas
$5.52M +$5.24M +95,260 +1,216%
CDIA
371
Capital Directions Investment Advisors
Georgia
$5.51M +$5.66M +102,808 New
RW
372
Reframe Wealth
Virginia
$5.51M +$5.66M +102,808 New
PCM
373
Pointe Capital Management
Michigan
$5.44M +$355K +6,460 +7%
VVP
374
Venture Visionary Partners
Ohio
$5.43M -$3.6M -65,524 -39%
FCH
375
Freestone Capital Holdings
Washington
$5.4M +$12.5K +228 +0.2%

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.