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iShares Russell 1000 Growth ETF

1,594 hedge funds and large institutions have $42.8B invested in iShares Russell 1000 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 565 increasing their positions, 592 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $97.1M | Put options by funds: $93.3M

5% less repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 592

4% less funds holding

Funds holding: 1,6601,594 (-66)

6.03% less ownership

Funds ownership: 306.95%300.92% (-6%)

9% less funds holding in top 10

Funds holding in top 10: 179163 (-16)

20% less capital invested

Capital invested by funds: $53.2B → $42.8B (-$10.4B)

33% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 135

Holders
1,594
Holders Change
-66
Holders Change %
-3.98%
% of All Funds
26.85%
Holding in Top 10
163
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-8.94%
% of All Funds
2.75%
New
90
Increased
565
Reduced
592
Closed
135
Calls
$97.1M
Puts
$93.3M
Net Calls
+$3.79M
Net Calls Change
+$313M
Name Holding Trade Value Shares
Change
Change in
Stake
CGL
701
Clarius Group LLC
Washington
$1.43M -$10.8K -180 -0.7%
BFA
702
Bragg Financial Advisors
North Carolina
$1.42M -$102K -1,700 -6%
CA
703
Cambridge Advisors
Nebraska
$1.42M -$222K -3,700 -12%
Chevy Chase Trust
704
Chevy Chase Trust
Maryland
$1.41M -$183K -3,048 -11%
SSB
705
Sandy Spring Bank
Maryland
$1.41M -$48K -800 -3%
BMC
706
Beaton Management Company
Massachusetts
$1.41M -$15.6K -260 -1%
GCM
707
G2 Capital Management
Ohio
$1.4M
VCM
708
Vivaldi Capital Management
Illinois
$1.39M +$240 +4 +0%
UWM
709
USAdvisors Wealth Management
Minnesota
$1.38M +$396K +6,596 +35%
EWA
710
Exencial Wealth Advisors
Oklahoma
$1.38M -$11K -184 -0.7%
BFM
711
Broadview Financial Management
Wisconsin
$1.37M +$2.88K +48 +0.2%
RRA
712
Round Rock Advisors
Connecticut
$1.37M -$17.8K -296 -1%
TWM
713
Thrive Wealth Management
Pennsylvania
$1.37M +$84.5K +1,408 +6%
BLC
714
Brown, Lisle/Cummings
Rhode Island
$1.37M -$127K -2,116 -8%
CST
715
Charles Schwab Trust
Nevada
$1.36M
TFA
716
Transamerica Financial Advisors
Florida
$1.36M +$1.5M +24,904 New
TTWM
717
TCV Trust & Wealth Management
Virginia
$1.35M
SWM
718
Segment Wealth Management
Texas
$1.35M -$1.46M -24,312 -50%
LDB
719
Lee, Danner & Bass
Tennessee
$1.34M -$1.8M -30,000 -55%
AFM
720
Andesa Financial Management
Pennsylvania
$1.34M +$506K +8,436 +53%
HI
721
Harbour Investments
Wisconsin
$1.33M +$1.46M +24,340 New
1WM
722
1900 Wealth Management
Texas
$1.33M +$174K +2,900 +14%
MHS
723
M Holdings Securities
Oregon
$1.32M -$109K -1,816 -7%
GC
724
Grimes & Company
Massachusetts
$1.31M -$1.68K -28 -0.1%
SIC
725
Sterling Investment Counsel
New York
$1.31M +$3.84K +64 +0.3%

IWF Hedge Fund Activity: Q2 2022 in Review

1,594 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2022, worth a combined $42.8B — down 20% from $53.2B a quarter earlier.

Sellers outnumbered buyers: 135 funds closed out of IWF and 90 opened new positions — a net loss of 45 holders — while 592 trimmed existing stakes and 565 added.

The largest buyer was Bank of America, adding an estimated $484M. The largest seller was Aaron Wealth Advisors, cutting an estimated $1.21B.

  • 1,594 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2022, down from 1,660 in Q1 2022.
  • Funds reported $42.8B of iShares Russell 1000 Growth ETF stock for Q2 2022, down 20% quarter-over-quarter.
  • 90 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2022 and 135 closed out, a net change of -45 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2022 was Bank of America, an estimated $484M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2022 was Aaron Wealth Advisors, an estimated $1.21B sold.

Based on aggregated 13F filings for Q2 2022.