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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 %
AF
676
Advisornet Financial
Minnesota
$1.76M +$551K +2,570 +45%
TFO
677
Tarbox Family Office
California
$1.76M – – –
CA
678
Clearstead Advisors
Ohio
$1.76M +$10.7K +50 +0.6%
VFPI
679
Vantage Financial Partners (Illinois)
Illinois
$1.76M +$1.76M +8,208 New
Fiera Capital (Canada)
680
Fiera Capital (Canada)
Quebec, Canada
$1.76M +$1.76M +8,194 New
TCWM
681
Total Clarity Wealth Management
Illinois
$1.75M -$241K -1,127 -12%
PFS
682
Prospera Financial Services
Texas
$1.75M -$818K -3,817 -32%
MC
683
Middleton & Co
Massachusetts
$1.75M – – –
GA
684
Greenspring Advisors
Maryland
$1.74M +$294K +1,373 +20%
AWM
685
Avitas Wealth Management
California
$1.74M +$1.74M +8,112 New
MWM
686
Meridian Wealth Management
Kentucky
$1.74M +$15K +70 +0.9%
SFPG
687
Stonebridge Financial Planning Group
Florida
$1.73M -$113K -526 -6%
ATC
688
Argent Trust Co
Tennessee
$1.71M +$185K +864 +12%
FC
689
Forte Capital
New York
$1.71M +$538K +2,509 +46%
ETIA
690
Epic Trust Investment Advisors
Washington
$1.7M -$83.6K -390 -5%
RCM
691
Radnor Capital Management
Pennsylvania
$1.68M – – –
LIM
692
Leavell Investment Management
Alabama
$1.68M +$1.28M +5,956 +315%
CA
693
Crewe Advisors
Utah
$1.68M – – –
FPTW
694
Franklin, Parlapiano, Turner & Welch
Texas
$1.67M – – –
CP
695
Castleview Partners
Texas
$1.67M +$1.67M +7,784 New
VC
696
Veracity Capital
Georgia
$1.67M +$102K +477 +7%
GTAM
697
Global Trust Asset Management
Florida
$1.66M -$619K -2,889 -27%
EFS
698
Essex Financial Services
Connecticut
$1.66M +$197K +921 +13%
SWA
699
Sax Wealth Advisors
New Jersey
$1.64M -$27.4K -128 -2%
HC
700
Hoese & Co
Minnesota
$1.63M – – –
26 27
28
29 30