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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
KAH
551
Kathryn A. Hall
$2.64M
NEPWA
552
New England Private Wealth Advisors
Massachusetts
$2.63M +$17.8K +324 +0.7%
WAL
553
W Advisors LLC
Tennessee
$2.61M +$40.5K +736 +2%
BG
554
Bollard Group
Massachusetts
$2.6M +$6.82K +124 +0.3%
PCIA
555
Prime Capital Investment Advisors
Kansas
$2.59M +$664K +12,072 +33%
LT
556
Legacy Trust
Michigan
$2.59M +$2.66M +48,376 New
OFW
557
Omnia Family Wealth
Florida
$2.58M +$2.65M +48,156 New
GG
558
GenWealth Group
New Jersey
$2.57M -$110K -1,992 -4%
CWP
559
Capital Wealth Planning
Florida
$2.57M +$542K +9,844 +26%
SFA
560
Sequoia Financial Advisors
Ohio
$2.56M +$634K +11,528 +32%
MIM
561
MTM Investment Management
South Carolina
$2.56M +$2M +36,436 +322%
CCWM
562
Cassaday & Co Wealth Management
Virginia
$2.54M +$2.61M +47,456 New
VW
563
Vance Wealth
California
$2.52M -$475K -8,632 -16%
SWRP
564
Summit Wealth & Retirement Planning
California
$2.51M -$864K -15,708 -25%
BWCS
565
Beirne Wealth Consulting Services
Connecticut
$2.5M -$161K -2,924 -6%
MCCA
566
Mill Creek Capital Advisors
Pennsylvania
$2.49M +$2.56M +46,512 New
GWWM
567
Great Waters Wealth Management
Minnesota
$2.49M +$2.41M +43,788 New
FFA
568
Founders Financial Alliance
North Carolina
$2.49M -$8.36K -152 -0.3%
ABC
569
Associated Banc-Corp
Wisconsin
$2.47M -$29.3K -532 -1%
PWM
570
Perigon Wealth Management
California
$2.46M -$14.7K -268 -0.6%
MAA
571
Matrix Asset Advisors
New York
$2.46M +$695K +12,636 +38%
CAG
572
Crestwood Advisors Group
Massachusetts
$2.45M -$2.2K -40 -0.1%
SHJ
573
Sharkey, Howes & Javer
Colorado
$2.45M -$134K -2,432 -5%
PWMG
574
Provence Wealth Management Group
California
$2.43M -$253K -4,600 -9%
MMA
575
Miracle Mile Advisors
California
$2.42M +$558K +10,136 +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.