IWF icon

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 %
CG
626
Caprock Group
Idaho
$2.06M -$96.8K -452 -4%
PCWA
627
Pacific Capital Wealth Advisors
California
$2.05M -$128K -598 -6%
BP
628
BBR Partners
New York
$2.03M – – –
CIA
629
Capital Investment Advisors
Georgia
$2.02M -$318K -1,483 -14%
MM
630
Meridian Management
Arkansas
$2.02M -$13.3K -62 -0.7%
AAS
631
Annex Advisory Services
Wisconsin
$2.02M -$28.5K -133 -1%
TFG
632
Tilson Financial Group
New Jersey
$2.01M +$2.01M +9,380 New
NPF
633
Norris Perne & French
Michigan
$2.01M – – –
DPI
634
Diversified Portfolios Inc
Michigan
$2M -$87.4K -408 -4%
ML
635
Mayport LLC
Massachusetts
$1.99M – – –
PFA
636
Pure Financial Advisors
California
$1.99M +$261K +1,216 +15%
CT
637
Columbia Trust
Oregon
$1.98M +$1.5M +7,020 +316%
GG
638
Gofen & Glossberg
Illinois
$1.98M – – –
SCM
639
SOL Capital Management
Maryland
$1.97M -$147K -685 -7%
WA
640
Wealthstream Advisors
New York
$1.97M +$214 +1 +0%
HCM
641
Howland Capital Management
Massachusetts
$1.96M – – –
WWM
642
Western Wealth Management
Colorado
$1.95M -$1.99M -9,281 -50%
CFG
643
Cooper Financial Group
California
$1.95M -$15.4K -72 -0.8%
TWM
644
Thrive Wealth Management
Pennsylvania
$1.94M +$821K +3,834 +73%
Susquehanna International Group
645
Susquehanna International Group
Pennsylvania
$1.94M +$1.94M +9,047 New
Federated Hermes
646
Federated Hermes
Pennsylvania
$1.92M +$1.92M +8,964 New
AAM
647
Aureus Asset Management
Massachusetts
$1.92M +$1.92M +8,959 New
MC
648
Montag & Caldwell
Georgia
$1.92M +$1.03M +4,820 +116%
CAC
649
Certified Advisory Corp
Florida
$1.91M +$121K +563 +7%
CSPIA
650
Cary Street Partners Investment Advisory
Virginia
$1.91M +$731K +3,413 +62%
24 25
26
27 28