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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
LTL
451
Lowery Thomas LLC
California
$4.54M -$203K -2,976 -4%
FDCC
452
Foster Dykema Cabot & Co
Massachusetts
$4.54M -$8.74K -128 -0.2%
FFM
453
Forum Financial Management
Illinois
$4.47M +$1.64K +24 +0%
OR
454
Olympiad Research
Connecticut
$4.47M -$2.48M -36,388 -36%
AWM
455
Apollon Wealth Management
South Carolina
$4.47M -$2.89M -42,284 -40%
EP
456
EPIQ Partners
Minnesota
$4.44M -$13.7K -200 -0.3%
YWP
457
YorkBridge Wealth Partners
New York
$4.41M +$875K +12,824 +25%
CCM
458
Canal Capital Management
Virginia
$4.41M -$100K -1,472 -2%
RB
459
Renasant Bank
Mississippi
$4.37M +$1.48M +21,708 +53%
EIP
460
Ellis Investment Partners
Pennsylvania
$4.37M +$37.1K +544 +0.9%
DT
461
Diversified Trust
Tennessee
$4.36M -$57.3K -840 -1%
BMCM
462
Bryn Mawr Capital Management
Pennsylvania
$4.36M +$125K +1,832 +3%
LWCFA
463
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.32M -$4.06M -59,444 -49%
KTC
464
Kistler-Tiffany Companies
Pennsylvania
$4.27M +$370K +5,420 +10%
MFGP
465
Marshall Financial Group (Pennsylvania)
Pennsylvania
$4.26M -$433K -6,344 -9%
GAG
466
GM Advisory Group
New York
$4.25M -$47K -688 -1%
RWA
467
Ropes Wealth Advisors
Massachusetts
$4.23M -$90.9K -1,332 -2%
DFA
468
DHJJ Financial Advisors
Illinois
$4.22M -$31.1K -456 -0.7%
MAM
469
Meeder Asset Management
Ohio
$4.21M -$5.6M -81,980 -57%
OPCM
470
Osborne Partners Capital Management
California
$4.18M -$120K -1,756 -3%
SHWM
471
Smith & Howard Wealth Management
Georgia
$4.17M +$511K +7,484 +14%
SFWC
472
Strategic Family Wealth Counselors
New Jersey
$4.16M -$50.2K -736 -1%
RA
473
RFG Advisory
Alabama
$4.15M +$456K +6,676 +13%
WAP
474
Wealthcare Advisory Partners
Pennsylvania
$4.08M +$49.4K +724 +1%
AWA
475
Alta Wealth Advisors
Massachusetts
$4.03M -$247K -3,616 -6%

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.