We are live on ! Find out more
IWF icon

iShares Russell 1000 Growth ETF

1,660 hedge funds and large institutions have $53.2B invested in iShares Russell 1000 Growth ETF in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 512 increasing their positions, 680 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.79% more ownership

Funds ownership: 302.16%306.95% (+4.8%)

5% less funds holding

Funds holding: 1,7431,660 (-83)

10% less capital invested

Capital invested by funds: $59.2B → $53.2B (-$6.01B)

12% less funds holding in top 10

Funds holding in top 10: 203179 (-24)

25% less repeat investments, than reductions

Existing positions increased: 512 | Existing positions reduced: 680

38% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 150

69% less call options, than puts

Call options by funds: $140M | Put options by funds: $450M

Holders
1,660
Holders Change
-83
Holders Change %
-4.76%
% of All Funds
26.18%
Holding in Top 10
179
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-11.82%
% of All Funds
2.82%
New
93
Increased
512
Reduced
680
Closed
150
Calls
$140M
Puts
$450M
Net Calls
-$310M
Net Calls Change
-$54.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
801
Orser Capital Management
Texas
$1.38M -$64.7K -948 -5%
TC
802
Trilogy Capital
California
$1.37M -$19.7K -288 -1%
SPP
803
Single Point Partners
Massachusetts
$1.37M +$1.84M +26,900 +8%
SAM
804
S.A. Mason
Michigan
$1.36M
EWA
805
ERTS Wealth Advisors
Michigan
$1.36M -$217K -3,176 -14%
SIA
806
Stegner Investment Associates
Kentucky
$1.36M -$322K -4,724 -19%
NFG
807
Nations Financial Group
Iowa
$1.35M +$273 +4 +0%
IB
808
Intrust Bank
Kansas
$1.35M -$1M -14,680 -43%
KCM
809
Kendall Capital Management
Maryland
$1.34M -$44.2K -648 -3%
ADL
810
Asset Dedication LLC
California
$1.33M
TSW
811
Thompson Siegel & Walmsley
Virginia
$1.33M
BTWM
812
Baker Tilly Wealth Management
Wisconsin
$1.33M -$546K -8,000 -29%
NCM
813
NCM Capital Management
New Jersey
$1.33M +$1.31M +19,128 New
PWP
814
Perfromance Wealth Partners
Illinois
$1.33M +$3K +44 +0.2%
FCFC
815
First Commonwealth Financial Corp
Pennsylvania
$1.33M -$131K -1,916 -9%
SWM
816
Stockman Wealth Management
Montana
$1.33M +$213K +3,120 +20%
CWP
817
Curated Wealth Partners
California
$1.32M
CPIG
818
Chicago Partners Investment Group
Illinois
$1.31M +$23.5K +344 +1%
B
819
Bensler
Washington
$1.31M -$10.6K -156 -0.8%
DWM
820
Darwin Wealth Management
Florida
$1.31M +$145K +2,124 +13%
FI
821
Financial Insights
Washington
$1.3M -$35K -512 -3%
MFG
822
Magnus Financial Group
New York
$1.3M -$665K -9,748 -34%
AFC
823
AFT Forsyth & Company
Florida
$1.3M +$273 +4 +0%
UWM
824
USAdvisors Wealth Management
Minnesota
$1.3M +$108K +1,588 +9%
FMN
825
Financial Management Network
California
$1.29M

IWF Hedge Fund Activity: Q1 2022 in Review

1,660 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2022, worth a combined $53.2B — down 10% from $59.2B a quarter earlier.

Sellers outnumbered buyers: 150 funds closed out of IWF and 93 opened new positions — a net loss of 57 holders — while 680 trimmed existing stakes and 512 added.

The largest buyer was Aaron Wealth Advisors, adding an estimated $1.37B. The largest seller was Bank of America, cutting an estimated $243M.

  • 1,660 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2022, down from 1,743 in Q4 2021.
  • Funds reported $53.2B of iShares Russell 1000 Growth ETF stock for Q1 2022, down 10% quarter-over-quarter.
  • 93 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2022 and 150 closed out, a net change of -57 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $1.37B added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2022 was Bank of America, an estimated $243M sold.

Based on aggregated 13F filings for Q1 2022.