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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
SWRP
426
Summit Wealth & Retirement Planning
California
$4.04M +$1.05M +17,504 +31%
AIM
427
Avity Investment Management
Connecticut
$4.04M -$52.8K -880 -1%
AWA
428
Arkadios Wealth Advisors
Georgia
$4.04M +$346K +5,764 +8%
ASN
429
Advisory Services Network
Georgia
$4.03M +$320K +5,336 +8%
ACM
430
Atlanta Capital Management
Georgia
$4M +$3.9M +65,028 +802%
SF
431
Summit Financial
New Jersey
$4M +$1.49M +24,800 +51%
OWM
432
Opes Wealth Management
California
$3.99M -$639K -10,640 -13%
WWM
433
Western Wealth Management
Colorado
$3.97M -$102K -1,692 -2%
RCM
434
RNC Capital Management
California
$3.97M -$112K -1,860 -2%
CAAM
435
Cornerstone Advisors Asset Management
Pennsylvania
$3.93M +$77.3K +1,288 +2%
AA
436
Alesco Advisors
New York
$3.89M
PFG
437
PAX Financial Group
Texas
$3.89M +$2.99M +49,808 +233%
CFG
438
Citizens Financial Group
Rhode Island
$3.89M -$91.5K -1,524 -2%
FA
439
Flagstar Advisors
New York
$3.88M -$423K -7,044 -9%
1IA
440
1834 Investment Advisors
Wisconsin
$3.87M +$87.2K +1,452 +2%
PWPS
441
Pinnacle Wealth Planning Services
Ohio
$3.85M -$1.33M -22,132 -24%
PA
442
Pinnacle Associates
New York
$3.79M +$240 +4 +0%
AWA
443
Amplius Wealth Advisors
Pennsylvania
$3.77M -$110K -1,836 -3%
AA
444
Ancora Advisors
Ohio
$3.76M +$1.44K +24 +0%
IA
445
IFG Advisory
Georgia
$3.75M +$699K +11,640 +20%
PMG
446
ProVise Management Group
Florida
$3.73M -$291K -4,840 -7%
QCG
447
Quadrant Capital Group
Ohio
$3.72M -$1.92K -32 -0%
BWA
448
BDO Wealth Advisors
Florida
$3.72M -$15.4K -256 -0.4%
LNWWM
449
Laird Norton Wetherby Wealth Management
California
$3.7M -$18.3K -304 -0.4%
SVWAG
450
Sound View Wealth Advisors Group
Georgia
$3.7M -$54.3K -904 -1%

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.