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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
CCP
801
Clarkston Capital Partners
Michigan
$1.05M -$243K -4,040 -17%
SIA
802
Stegner Investment Associates
Kentucky
$1.05M -$22.6K -376 -2%
ZIM
803
Zacks Investment Management
Illinois
$1.05M +$401K +6,684 +53%
TSW
804
Thompson Siegel & Walmsley
Virginia
$1.05M
CT
805
Caldwell Trust
Florida
$1.05M +$151K +2,520 +15%
PWP
806
Perfromance Wealth Partners
Illinois
$1.04M
VNA
807
Valley National Advisers
Pennsylvania
$1.04M +$19K +316 +2%
MSAM
808
Moloney Securities Asset Management
Missouri
$1.04M -$64.1K -1,068 -5%
KCM
809
Kendall Capital Management
Maryland
$1.04M -$20.4K -340 -2%
FPCG
810
Forum Private Client Group
Indiana
$1.04M +$244K +4,060 +27%
SC
811
SouthState Corp
Florida
$1.03M +$41.1K +684 +4%
GWM
812
Geneos Wealth Management
Colorado
$1.03M +$3.36K +56 +0.3%
JWBC
813
J.W. Burns & Co
New York
$1.02M -$69.6K -1,160 -6%
PCMC
814
Private Capital Management (Colorado)
Colorado
$1.02M
SWM
815
Stockman Wealth Management
Montana
$1.02M -$25.5K -424 -2%
AFC
816
AFT Forsyth & Company
Florida
$1.02M +$240 +4 +0%
ARC
817
Advisor Resource Council
Texas
$1.02M +$889K +14,816 +384%
CC
818
Courier Capital
New York
$1.02M +$7.44K +124 +0.7%
GM
819
GeoWealth Management
Illinois
$1.01M +$634K +10,560 +134%
CW
820
Connectus Wealth
Ohio
$1.01M +$575K +9,580 +108%
SSWM
821
Sheets Smith Wealth Management
North Carolina
$1.01M -$4.34M -72,252 -80%
OCG
822
Opus Capital Group
Ohio
$1M -$938K -15,624 -46%
MCM
823
Morton Capital Management
California
$996K -$403K -6,720 -27%
PFS
824
Prospera Financial Services
Texas
$996K -$3.42M -56,996 -76%
WCP
825
Wick Capital Partners
Pennsylvania
$994K -$1.13M -18,816 -51%

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.