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iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

1,684 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 211 funds opening new positions, 598 increasing their positions, 550 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,684
Holders Change
+115
Holders Change %
+7.33%
% of All Funds
27.17%
Holding in Top 10
159
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.27%
% of All Funds
2.57%
New
211
Increased
598
Reduced
550
Closed
63
Calls
$115M
Puts
$93.9M
Net Calls
+$21.4M
Net Calls Change
+$53.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$683M
2
Polen Capital Management
Polen Capital Management
Florida
+$417M
3
Morgan Stanley
Morgan Stanley
New York
+$275M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$178M
5
Edgewood Management
Edgewood Management
Connecticut
+$130M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$259M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$169M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$163M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$110M
5
AWA
Arete Wealth Advisors
Illinois
-$72.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFGP
501
Marshall Financial Group (Pennsylvania)
Pennsylvania
$3.2M +$4.71K +22 +0.1%
BWA
502
Beam Wealth Advisors
Louisiana
$3.2M +$589K +2,750 +23%
BWM
503
Baystate Wealth Management
Massachusetts
$3.19M +$337K +1,571 +12%
LWCFA
504
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.18M – – –
EIP
505
Ellis Investment Partners
Pennsylvania
$3.15M -$76.1K -355 -2%
HW
506
Hancock Whitney
Mississippi
$3.14M +$1.82M +8,487 +137%
WFS
507
Widmann Financial Services
Maryland
$3.14M +$149K +695 +5%
LC
508
Landaas & Company
Wisconsin
$3.13M +$643K +3,002 +26%
BWA
509
BDO Wealth Advisors
Florida
$3.11M -$452K -2,108 -13%
PIA
510
Perennial Investment Advisors
California
$3.11M +$214K +1,001 +7%
AWA
511
Amplius Wealth Advisors
Pennsylvania
$3.1M -$668K -3,117 -18%
JF
512
Jump Financial
Illinois
$3.08M +$3.08M +14,355 New
CB
513
Cadence Bank
Mississippi
$3.07M -$12K -56 -0.4%
IWM
514
IHT Wealth Management
Illinois
$3.04M +$404K +1,884 +15%
YWP
515
YorkBridge Wealth Partners
New York
$3.02M +$389K +1,817 +15%
PCA
516
Personal Capital Advisors
California
$3.01M +$648K +3,023 +27%
IWA
517
Icon Wealth Advisors
Texas
$2.99M -$50.6K -236 -2%
DAS
518
Dynamic Advisor Solutions
Arizona
$2.99M -$104K -487 -3%
WBG
519
Wharton Business Group
Pennsylvania
$2.98M +$166K +776 +6%
LTL
520
Lowery Thomas LLC
California
$2.96M -$108K -503 -4%
TC
521
Titleist Capital
Texas
$2.95M +$294K +1,370 +11%
PP
522
Pegasus Partners
Wisconsin
$2.94M +$2.94M +13,729 New
BTI
523
Blue Trust Inc
Georgia
$2.93M +$128K +608 +5%
AAM
524
AMI Asset Management
California
$2.93M +$1.12M +5,217 +62%
CFG
525
Citizens Financial Group
Rhode Island
$2.92M -$385K -1,798 -12%
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