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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
BG
526
Bollard Group
Massachusetts
$2.64M +$5.52K +92 +0.2%
SHJ
527
Sharkey, Howes & Javer
Colorado
$2.63M -$29.3K -488 -1%
WAL
528
W Advisors LLC
Tennessee
$2.63M +$961 +16 +0%
WBG
529
Wharton Business Group
Pennsylvania
$2.61M +$739K +12,304 +35%
AWS
530
AJ Wealth Strategies
New York
$2.59M +$2.4K +40 +0.1%
BWA
531
Beam Wealth Advisors
Louisiana
$2.59M +$747K +12,444 +36%
RB
532
Renasant Bank
Mississippi
$2.57M -$958K -15,960 -25%
OFG
533
Oxford Financial Group
Indiana
$2.56M -$21.9K -364 -0.8%
BWM
534
Baystate Wealth Management
Massachusetts
$2.56M +$539K +8,976 +24%
OIS
535
Okabena Investment Services
Minnesota
$2.56M +$438K +7,300 +18%
TW
536
Towerpoint Wealth
California
$2.54M -$205K -3,408 -7%
PWM
537
Perigon Wealth Management
California
$2.54M +$19K +316 +0.7%
CIA
538
Capital Investment Advisors
Georgia
$2.52M +$3.36K +56 +0.1%
AB
539
Atlas Brown
Kentucky
$2.5M +$41.1K +684 +2%
WCA
540
Waypoint Capital Advisors
Minnesota
$2.48M -$21.9K -364 -0.8%
CW
541
CreativeOne Wealth
Kansas
$2.47M +$549K +9,152 +25%
LA
542
Legacy Advisors
Pennsylvania
$2.47M +$30.7K +512 +1%
WTC
543
WhitTier Trust Company
Nevada
$2.47M +$672K +11,192 +33%
WB
544
WesBanco Bank
West Virginia
$2.47M -$308K -5,132 -10%
SIG
545
Stonegate Investment Group
Alabama
$2.46M +$2.7M +44,976 New
GC
546
GFG Capital
Florida
$2.45M +$1.48M +24,708 +122%
KWM
547
Kingsview Wealth Management
Oregon
$2.45M -$239K -3,976 -8%
PPP
548
Private Portfolio Partners
New Jersey
$2.43M +$127K +2,120 +5%
SIC
549
Sigma Investment Counselors
Michigan
$2.42M +$30.3K +504 +1%
BTI
550
Blue Trust Inc
Georgia
$2.4M +$2.08M +34,644 New

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.