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iShares Russell 1000 Growth ETF

1,574 hedge funds and large institutions have $41.4B invested in iShares Russell 1000 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 504 increasing their positions, 581 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.05% more ownership

Funds ownership: 300.92%301.98% (+1.1%)

1% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 84

3% less capital invested

Capital invested by funds: $42.8B → $41.4B (-$1.41B)

1% less funds holding

Funds holding: 1,5941,574 (-20)

3% less funds holding in top 10

Funds holding in top 10: 163158 (-5)

13% less repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 581

33% less call options, than puts

Call options by funds: $64.2M | Put options by funds: $96M

Holders
1,574
Holders Change
-20
Holders Change %
-1.25%
% of All Funds
27.11%
Holding in Top 10
158
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.07%
% of All Funds
2.72%
New
85
Increased
504
Reduced
581
Closed
84
Calls
$64.2M
Puts
$96M
Net Calls
-$31.8M
Net Calls Change
-$35.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
776
Summit Financial Strategies
Ohio
$1.05M -$118K -2,008 -9%
AFP
777
Ausdal Financial Partners
Iowa
$1.05M +$203K +3,460 +21%
FCG
778
Financial Connections Group
California
$1.05M
DCM
779
Donaldson Capital Management
Indiana
$1.05M -$35.3K -600 -3%
MKA
780
M. Kulyk & Associates
Georgia
$1.05M
JG
781
Jefferies Group
New York
$1.05M -$80K -1,360 -6%
WCWM
782
Willow Creek Wealth Management
California
$1.05M
BIA
783
BHK Investment Advisors
Alabama
$1.05M -$53.9K -916 -4%
TNB
784
Thomasville National Bank
Georgia
$1.04M
OIA
785
Optimum Investment Advisors
Illinois
$1.04M -$70.6K -1,200 -6%
FI
786
Financial Insights
Washington
$1.04M +$111K +1,884 +11%
IFG
787
Independent Financial Group
California
$1.03M +$561K +9,548 +94%
SAM
788
S.A. Mason
Michigan
$1.03M
TTWM
789
TCV Trust & Wealth Management
Virginia
$1.02M -$312K -5,300 -21%
RWP
790
RWA Wealth Partners
Massachusetts
$1.02M -$101K -1,724 -8%
RFA
791
Radnor Financial Advisors
Pennsylvania
$1.02M +$1.14M +19,452 New
SIA
792
Stegner Investment Associates
Kentucky
$1.01M -$7.29K -124 -0.6%
EWA
793
ERTS Wealth Advisors
Michigan
$1.01M -$2.12K -36 -0.2%
RTS
794
Round Table Services
New Jersey
$1.01M +$141K +2,392 +14%
ORI
795
Oak Ridge Investments
Illinois
$1.01M +$263K +4,468 +30%
Edgewood Management
796
Edgewood Management
Connecticut
$1.01M -$12.3M -208,792 -92%
FIA
797
Foundations Investment Advisors
Arizona
$1.01M -$15.3K -260 -1%
TSW
798
Thompson Siegel & Walmsley
Virginia
$1.01M
CT
799
Caldwell Trust
Florida
$1.01M
PWP
800
Perfromance Wealth Partners
Illinois
$1M

IWF Hedge Fund Activity: Q3 2022 in Review

1,574 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2022, worth a combined $41.4B — down 3.3% from $42.8B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new IWF positions and 84 closed out — a net gain of 1 holder — while 504 added to existing stakes and 581 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $630M. The largest seller was Bank of America, cutting an estimated $285M.

  • 1,574 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2022, down from 1,594 in Q2 2022.
  • Funds reported $41.4B of iShares Russell 1000 Growth ETF stock for Q3 2022, down 3.3% quarter-over-quarter.
  • 85 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2022 and 84 closed out, a net change of +1 holder.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2022 was AllianceBernstein, an estimated $630M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2022 was Bank of America, an estimated $285M sold.

Based on aggregated 13F filings for Q3 2022.