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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
JCM
776
Jag Capital Management
Missouri
$1.13M +$1.24M +20,720 New
FFA
777
First Foundation Advisors
California
$1.13M -$26.7K -444 -2%
TAM
778
Townsend Asset Management
North Carolina
$1.13M -$119K -1,976 -9%
DCM
779
Donaldson Capital Management
Indiana
$1.12M -$7.92K -132 -0.6%
PCS
780
Personal CFO Solutions
New Jersey
$1.12M +$497K +8,272 +68%
BO
781
BRR OpCo
Ohio
$1.11M -$209K -3,480 -15%
GWS
782
Glassman Wealth Services
Virginia
$1.1M -$19.9K -332 -2%
WF
783
Welch & Forbes
Massachusetts
$1.1M -$4.08K -68 -0.3%
SWA
784
Sutton Wealth Advisors
Florida
$1.1M
BOH
785
Bank of Hawaii
Hawaii
$1.1M +$1.01M +16,900 +528%
CPFP
786
Clear Perspectives Financial Planning
Ohio
$1.1M -$145K -2,416 -11%
CFS
787
Cannon Financial Strategists
Georgia
$1.1M -$183K -3,040 -13%
FIA
788
Foundations Investment Advisors
Arizona
$1.09M +$439K +7,308 +60%
MFG
789
Magnus Financial Group
New York
$1.09M +$75.2K +1,252 +7%
Fayez Sarofim & Co
790
Fayez Sarofim & Co
Texas
$1.09M +$1.2M +20,000 New
FCG
791
Financial Connections Group
California
$1.09M
MKA
792
M. Kulyk & Associates
Georgia
$1.09M -$4.8K -80 -0.4%
WCWM
793
Willow Creek Wealth Management
California
$1.09M
EWM
794
Evermay Wealth Management
Virginia
$1.09M -$458K -7,636 -28%
TNB
795
Thomasville National Bank
Georgia
$1.08M -$86.5K -1,440 -7%
CPO
796
Cerity Partners OCIO
New York
$1.08M -$50.7K -844 -4%
CSPIA
797
Cary Street Partners Investment Advisory
Virginia
$1.08M +$551K +9,172 +87%
SAM
798
S.A. Mason
Michigan
$1.07M
NFG
799
Nations Financial Group
Iowa
$1.06M -$8.88K -148 -0.8%
EWA
800
ERTS Wealth Advisors
Michigan
$1.06M -$17.5K -292 -1%

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.