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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
KF
626
Krilogy Financial
Missouri
$1.75M -$2.12K -36 -0.1%
MAA
627
Matrix Asset Advisors
New York
$1.75M -$363K -6,168 -16%
ETIA
628
Epic Trust Investment Advisors
Washington
$1.75M +$662K +11,264 +51%
GT
629
Glenview Trust
Kentucky
$1.75M +$145K +2,464 +8%
JHCP
630
Jackson Hole Capital Partners
Oklahoma
$1.75M +$367K +6,244 +23%
SCA
631
Stonebridge Capital Advisors
Minnesota
$1.74M -$216K -3,672 -10%
BAM
632
Belpointe Asset Management
Nevada
$1.74M +$98.8K +1,680 +5%
FAIM
633
Financial Advocates Investment Management
Washington
$1.73M -$121K -2,060 -6%
MC
634
Middleton & Co
Massachusetts
$1.72M -$29.4K -500 -2%
CA
635
Clearstead Advisors
Ohio
$1.72M -$2.35K -40 -0.1%
RIA
636
Regal Investment Advisors
Michigan
$1.72M +$22.6K +384 +1%
VA
637
Valmark Advisers
Ohio
$1.71M +$48.2K +820 +3%
PFA
638
Pure Financial Advisors
California
$1.7M -$126K -2,136 -6%
MWM
639
Meridian Wealth Management
Kentucky
$1.69M -$44.2K -752 -2%
PMFA
640
Plante Moran Financial Advisors
Michigan
$1.69M -$162K -2,752 -8%
SIC
641
Samalin Investment Counsel
New York
$1.69M +$167K +2,848 +10%
OPW
642
Oxler Private Wealth
New York
$1.68M +$706 +12 +0.2%
DFG
643
Demars Financial Group
Washington
$1.68M -$5.83M -99,216 -76%
VWA
644
V Wealth Advisors
Kansas
$1.67M +$14.6K +248 +0.8%
CTA
645
Chesley Taft & Associates
Illinois
$1.66M +$9.41K +160 +0.5%
JIC
646
Joel Isaacson & Co
New York
$1.65M -$87.3K -1,484 -5%
CA
647
Crewe Advisors
Utah
$1.65M
SC
648
Stephens Consulting
Michigan
$1.65M +$28.2K +480 +2%
MCM
649
Manchester Capital Management
Vermont
$1.64M -$84.7K -1,440 -4%
FPTW
650
Franklin, Parlapiano, Turner & Welch
Texas
$1.64M -$27.5K -468 -1%

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.