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iShares Russell 1000 Growth ETF

1,574 hedge funds and large institutions have $41.4B invested in iShares Russell 1000 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 504 increasing their positions, 581 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.05% more ownership

Funds ownership: 300.92%301.98% (+1.1%)

1% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 84

3% less capital invested

Capital invested by funds: $42.8B → $41.4B (-$1.41B)

1% less funds holding

Funds holding: 1,5941,574 (-20)

3% less funds holding in top 10

Funds holding in top 10: 163158 (-5)

13% less repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 581

33% less call options, than puts

Call options by funds: $64.2M | Put options by funds: $96M

Holders
1,574
Holders Change
-20
Holders Change %
-1.25%
% of All Funds
27.11%
Holding in Top 10
158
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.07%
% of All Funds
2.72%
New
85
Increased
504
Reduced
581
Closed
84
Calls
$64.2M
Puts
$96M
Net Calls
-$31.8M
Net Calls Change
-$35.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WB
576
WesBanco Bank
West Virginia
$2.12M -$284K -4,824 -11%
JJBC
577
James J. Burns & Company
New York
$2.12M +$2.37M +40,288 New
CG
578
Caprock Group
Idaho
$2.12M +$90.8K +1,544 +4%
AA
579
Apriem Advisors
California
$2.11M +$10.1K +172 +0.4%
WTB
580
Washington Trust Bank
Washington
$2.08M -$137K -2,328 -6%
SCM
581
SOL Capital Management
Maryland
$2.08M +$24.7K +420 +1%
WH
582
Willner & Heller
California
$2.07M +$93.4K +1,588 +4%
OFG
583
Oxford Financial Group
Indiana
$2.06M -$454K -7,716 -16%
SMA
584
Sage Mountain Advisors
Georgia
$2.05M
DPI
585
Diversified Portfolios Inc
Michigan
$2.05M -$4.23K -72 -0.2%
CWP
586
Capital Wealth Planning
Florida
$2.01M +$575K +9,784 +34%
AAS
587
Annex Advisory Services
Wisconsin
$2.01M -$25.9K -440 -1%
SFS
588
Strategic Financial Services
New York
$2M -$758K -12,892 -25%
MM
589
Meridian Management
Arkansas
$2M
BP
590
BBR Partners
New York
$2M
MWP
591
MYCIO Wealth Partners
Pennsylvania
$2M +$1.01M +17,104 +82%
PTC
592
Private Trust Company
Ohio
$1.98M -$114K -1,944 -5%
VWM
593
Valley Wealth Managers
New Jersey
$1.97M -$961K -16,348 -30%
CIAS
594
CBIZ Investment Advisory Services
Ohio
$1.97M
NPF
595
Norris Perne & French
Michigan
$1.97M +$377K +6,412 +21%
TCWM
596
Total Clarity Wealth Management
Illinois
$1.96M +$13.4K +228 +0.6%
ML
597
Mayport LLC
Massachusetts
$1.96M
GG
598
Gofen & Glossberg
Illinois
$1.94M -$37.4K -636 -2%
CFG
599
Cooper Financial Group
California
$1.93M -$336K -5,716 -13%
WA
600
Wealthstream Advisors
New York
$1.93M -$44K -748 -2%

IWF Hedge Fund Activity: Q3 2022 in Review

1,574 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2022, worth a combined $41.4B — down 3.3% from $42.8B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new IWF positions and 84 closed out — a net gain of 1 holder — while 504 added to existing stakes and 581 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $630M. The largest seller was Bank of America, cutting an estimated $285M.

  • 1,574 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2022, down from 1,594 in Q2 2022.
  • Funds reported $41.4B of iShares Russell 1000 Growth ETF stock for Q3 2022, down 3.3% quarter-over-quarter.
  • 85 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2022 and 84 closed out, a net change of +1 holder.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2022 was AllianceBernstein, an estimated $630M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2022 was Bank of America, an estimated $285M sold.

Based on aggregated 13F filings for Q3 2022.