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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
CI
501
Conning Inc
Connecticut
$3.21M -$4.85M -88,152 -60%
MFGP
502
Marshall Financial Group (Pennsylvania)
Pennsylvania
$3.2M +$4.84K +88 +0.1%
BWA
503
Beam Wealth Advisors
Louisiana
$3.2M +$605K +11,000 +23%
BWM
504
Baystate Wealth Management
Massachusetts
$3.19M +$346K +6,284 +12%
LWCFA
505
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.18M
EIP
506
Ellis Investment Partners
Pennsylvania
$3.15M -$78.1K -1,420 -2%
HW
507
Hancock Whitney
Mississippi
$3.14M +$1.87M +33,948 +137%
WFS
508
Widmann Financial Services
Maryland
$3.14M +$153K +2,780 +5%
LC
509
Landaas & Company
Wisconsin
$3.13M +$661K +12,008 +26%
BWA
510
BDO Wealth Advisors
Florida
$3.11M -$464K -8,432 -13%
PIA
511
Perennial Investment Advisors
California
$3.11M +$220K +4,004 +7%
AWA
512
Amplius Wealth Advisors
Pennsylvania
$3.1M -$686K -12,468 -18%
JF
513
Jump Financial
Illinois
$3.08M +$3.16M +57,420 New
CB
514
Cadence Bank
Mississippi
$3.07M -$12.3K -224 -0.4%
IWM
515
IHT Wealth Management
Illinois
$3.04M +$415K +7,536 +15%
YWP
516
YorkBridge Wealth Partners
New York
$3.02M +$400K +7,268 +15%
PCA
517
Personal Capital Advisors
California
$3.01M +$665K +12,092 +27%
IWA
518
Icon Wealth Advisors
Texas
$2.99M -$51.9K -944 -2%
DAS
519
Dynamic Advisor Solutions
Arizona
$2.99M -$107K -1,948 -3%
WBG
520
Wharton Business Group
Pennsylvania
$2.98M +$171K +3,104 +6%
LTL
521
Lowery Thomas LLC
California
$2.96M -$111K -2,012 -4%
TC
522
Titleist Capital
Texas
$2.95M +$301K +5,480 +11%
PP
523
Pegasus Partners
Wisconsin
$2.94M +$3.02M +54,916 New
BTI
524
Blue Trust Inc
Georgia
$2.93M +$134K +2,432 +5%
AAM
525
AMI Asset Management
California
$2.93M +$1.15M +20,868 +62%

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.