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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
CAG
476
Curtis Advisory Group
California
$3.26M +$627K +10,440 +21%
LWCFA
477
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.25M -$170K -2,824 -5%
EP
478
EPIQ Partners
Minnesota
$3.24M -$280K -4,660 -7%
SMC
479
Smith, Moore & Co
Missouri
$3.24M +$2.29M +38,124 +180%
DAS
480
Dynamic Advisor Solutions
Arizona
$3.24M +$226K +3,760 +7%
ML
481
McAdam LLC
Pennsylvania
$3.15M +$3.23M +53,768 +1,374%
FA
482
Financial Advisors
Massachusetts
$3.14M +$303K +5,044 +10%
LTL
483
Lowery Thomas LLC
California
$3.14M -$482K -8,032 -12%
Barclays
484
Barclays
United Kingdom
$3.13M +$3M +49,932 +673%
HCM
485
HMS Capital Management
Tennessee
$3.13M +$2.35M +39,120 +216%
IWP
486
Icon Wealth Partners
Texas
$3.13M +$12.2K +204 +0.4%
HIA
487
Harbor Investment Advisory
Maryland
$3.11M +$182K +3,036 +6%
HCM
488
HM Capital Management
Missouri
$3.06M
CPC
489
Consolidated Planning Corp
Georgia
$3.06M +$103K +1,716 +3%
CBN
490
Cadence Bank NA
Texas
$3.04M +$145K +2,420 +5%
TBWA
491
Three Bridge Wealth Advisors
California
$3.02M +$2.51M +41,760 +310%
BL
492
Balentine LLC
Georgia
$3M -$10.6M -177,040 -76%
CWP
493
CFM Wealth Partners
Texas
$3M
EWMCB
494
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.98M
DY
495
Dowling & Yahnke
California
$2.97M +$257K +4,284 +9%
MAM
496
McCarthy Asset Management
California
$2.96M -$66.8K -1,112 -2%
VWM
497
Valley Wealth Managers
New Jersey
$2.94M -$858K -14,284 -21%
CAAS
498
Capital Asset Advisory Services
Michigan
$2.94M +$65.3K +1,088 +2%
WFS
499
Widmann Financial Services
Maryland
$2.92M +$135K +2,248 +4%
JWCA
500
J.W. Cole Advisors
Florida
$2.92M +$475K +7,920 +17%

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.