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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
Citadel Advisors
451
Citadel Advisors
Florida
$3.67M -$316K -5,268 -7%
FT
452
Fiduciary Trust
Massachusetts
$3.65M -$77.6K -1,292 -2%
AWM
453
Apollon Wealth Management
South Carolina
$3.64M +$135K +2,248 +3%
BFG
454
Beacon Financial Group
Texas
$3.61M
FFM
455
Forum Financial Management
Illinois
$3.55M +$30.7K +512 +0.8%
FDCC
456
Foster Dykema Cabot & Co
Massachusetts
$3.54M -$36.5K -608 -0.9%
KTC
457
Kistler-Tiffany Companies
Pennsylvania
$3.53M +$183K +3,048 +5%
MBTD
458
Mechanics Bank - Trust Department
California
$3.51M -$125K -2,080 -3%
APA
459
American Portfolios Advisors
New York
$3.5M +$1.48M +24,716 +63%
SFWC
460
Strategic Family Wealth Counselors
New Jersey
$3.5M +$247K +4,116 +7%
BRWA
461
B. Riley Wealth Advisors
Florida
$3.48M -$923K -15,376 -19%
CCM
462
Canal Capital Management
Virginia
$3.48M +$5.04K +84 +0.1%
DT
463
Diversified Trust
Tennessee
$3.48M +$43.5K +724 +1%
NEPWA
464
New England Private Wealth Advisors
Massachusetts
$3.47M -$480 -8 -0%
DFA
465
DHJJ Financial Advisors
Illinois
$3.44M +$138K +2,296 +4%
AWA
466
Arete Wealth Advisors
Illinois
$3.41M +$311K +5,176 +9%
AWA
467
Alta Wealth Advisors
Massachusetts
$3.39M +$237K +3,956 +7%
ARG
468
Advisory Resource Group
Oklahoma
$3.36M +$3.69M +61,516 New
EIP
469
Ellis Investment Partners
Pennsylvania
$3.36M -$89.1K -1,484 -2%
MFGP
470
Marshall Financial Group (Pennsylvania)
Pennsylvania
$3.36M +$1.44K +24 +0%
GAG
471
GM Advisory Group
New York
$3.35M
OPCM
472
Osborne Partners Capital Management
California
$3.33M +$35.5K +592 +1%
WAP
473
Wealthcare Advisory Partners
Pennsylvania
$3.28M +$80.2K +1,336 +2%
RWA
474
Ropes Wealth Advisors
Massachusetts
$3.26M -$74.4K -1,240 -2%
Fisher Asset Management
475
Fisher Asset Management
Washington
$3.26M +$203K +3,384 +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.