We are live on ! Find out more
IWF icon

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
HC
701
Hoese & Co
Minnesota
$1.63M
CWP
702
Cyndeo Wealth Partners
Florida
$1.63M +$1.67M +30,404 New
KIG
703
Kowal Investment Group
Wisconsin
$1.62M +$1.66M +30,232 New
KFI
704
Key Financial Inc
Pennsylvania
$1.61M
FRA
705
Frank Rimerman Advisors
California
$1.6M
SC
706
Stephens Consulting
Michigan
$1.6M -$77.5K -1,408 -5%
DFA
707
DHK Financial Advisors
New Hampshire
$1.6M
MCM
708
Manchester Capital Management
Vermont
$1.59M -$82.5K -1,500 -5%
AWM
709
Arista Wealth Management
Nevada
$1.59M +$1.63M +29,680 New
TCPWM
710
Traverso Chambers Private Wealth Management
California
$1.59M +$440 +8 +0%
MWA
711
Meridian Wealth Advisors
Texas
$1.59M -$17.8K -324 -1%
VWA
712
V Wealth Advisors
Kansas
$1.58M -$121K -2,208 -7%
TCM
713
Towercrest Capital Management
Pennsylvania
$1.58M -$220 -4 -0%
LTAS
714
Linden Thomas Advisory Services
North Carolina
$1.57M +$1.61M +29,264 New
TCA
715
Transcend Capital Advisors
New Jersey
$1.56M +$89.6K +1,628 +6%
VWM
716
Valley Wealth Managers
New Jersey
$1.54M -$481K -8,748 -23%
MOS
717
MGO One Seven
Ohio
$1.53M -$346K -6,292 -18%
CTA
718
Chesley Taft & Associates
Illinois
$1.53M -$160K -2,912 -9%
BIA
719
Biondo Investment Advisors
Pennsylvania
$1.53M +$46.6K +848 +3%
RIA
720
Regal Investment Advisors
Michigan
$1.53M -$226K -4,100 -13%
SFG
721
Summit Financial Group
West Virginia
$1.52M -$766K -13,932 -33%
AIP
722
Almanack Investment Partners
Pennsylvania
$1.52M -$1.91M -34,696 -55%
PMFA
723
Plante Moran Financial Advisors
Michigan
$1.51M -$211K -3,844 -12%
EPA
724
Element Pointe Advisors
Florida
$1.51M +$532K +9,680 +52%
TWI
725
Thomas White International
Illinois
$1.51M

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.