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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
TFA
476
TPG Financial Advisors
Oregon
$3.53M -$157K -2,856 -4%
ARG
477
Advisory Resource Group
Oklahoma
$3.53M +$137K +2,488 +4%
PA
478
Parallel Advisors
California
$3.49M +$198K +3,608 +6%
LNWWM
479
Laird Norton Wetherby Wealth Management
California
$3.48M -$246K -4,476 -6%
IWC
480
Integrated Wealth Concepts
Massachusetts
$3.44M -$5.6M -101,892 -61%
MBTD
481
Mechanics Bank - Trust Department
California
$3.43M -$29.7K -540 -0.8%
MFG
482
Marmo Financial Group
Tennessee
$3.43M +$3.52M +63,964 New
BCM
483
Brookstone Capital Management
Illinois
$3.43M -$37.4K -680 -1%
FCM
484
Family Capital Management
Michigan
$3.41M +$3.5M +63,672 New
NRC
485
New Republic Capital
North Carolina
$3.41M +$3.5M +63,620 New
WA
486
Wealth Alliance
New York
$3.39M +$1.26M +22,836 +56%
FA
487
Flagstar Advisors
New York
$3.36M -$465K -8,448 -12%
MMG
488
Monetary Management Group
Missouri
$3.36M -$462K -8,400 -12%
AWA
489
Alta Wealth Advisors
Massachusetts
$3.35M +$9.02K +164 +0.3%
PWPS
490
Pinnacle Wealth Planning Services
Ohio
$3.35M -$298K -5,412 -8%
PMG
491
ProVise Management Group
Florida
$3.34M -$168K -3,056 -5%
CCM
492
Canal Capital Management
Virginia
$3.34M -$660 -12 -0%
OWM
493
Olympus Wealth Management
Utah
$3.33M -$331K -6,020 -9%
SIC
494
Sigma Investment Counselors
Michigan
$3.3M +$869K +15,800 +34%
NCM
495
Next Capital Management
New York
$3.24M +$2.78M +50,552 +507%
OPCM
496
Osborne Partners Capital Management
California
$3.22M -$3.3K -60 -0.1%
AWM
497
Apollon Wealth Management
South Carolina
$3.22M -$167K -3,032 -5%
GAG
498
GM Advisory Group
New York
$3.22M -$58.3K -1,060 -2%
ASN
499
Advisory Services Network
Georgia
$3.22M +$36.1K +656 +1%
SC
500
Savant Capital
Illinois
$3.21M -$1.4M -25,504 -29%

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.