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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
GT
626
Glenview Trust
Kentucky
$2.07M +$292K +5,308 +16%
CG
627
Caprock Group
Idaho
$2.06M -$99.5K -1,808 -4%
PCWA
628
Pacific Capital Wealth Advisors
California
$2.05M -$132K -2,392 -6%
BP
629
BBR Partners
New York
$2.03M
CIA
630
Capital Investment Advisors
Georgia
$2.02M -$326K -5,932 -14%
MM
631
Meridian Management
Arkansas
$2.02M -$13.6K -248 -0.7%
AAS
632
Annex Advisory Services
Wisconsin
$2.02M -$29.3K -532 -1%
TFG
633
Tilson Financial Group
New Jersey
$2.01M +$2.06M +37,520 New
NPF
634
Norris Perne & French
Michigan
$2.01M
DPI
635
Diversified Portfolios Inc
Michigan
$2M -$89.8K -1,632 -4%
ML
636
Mayport LLC
Massachusetts
$1.99M
PFA
637
Pure Financial Advisors
California
$1.99M +$268K +4,864 +15%
CT
638
Columbia Trust
Oregon
$1.98M +$1.54M +28,080 +316%
GG
639
Gofen & Glossberg
Illinois
$1.98M
SCM
640
SOL Capital Management
Maryland
$1.97M -$151K -2,740 -7%
WA
641
Wealthstream Advisors
New York
$1.97M +$220 +4 +0%
HCM
642
Howland Capital Management
Massachusetts
$1.96M
WWM
643
Western Wealth Management
Colorado
$1.95M -$2.04M -37,124 -50%
CFG
644
Cooper Financial Group
California
$1.95M -$15.8K -288 -0.8%
TWM
645
Thrive Wealth Management
Pennsylvania
$1.94M +$844K +15,336 +73%
Susquehanna International Group
646
Susquehanna International Group
Pennsylvania
$1.94M +$1.99M +36,188 New
Federated Hermes
647
Federated Hermes
Pennsylvania
$1.92M +$1.97M +35,856 New
AAM
648
Aureus Asset Management
Massachusetts
$1.92M +$1.97M +35,836 New
MC
649
Montag & Caldwell
Georgia
$1.92M +$1.06M +19,280 +116%
CAC
650
Certified Advisory Corp
Florida
$1.91M +$124K +2,252 +7%

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.