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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
KCM
801
Kendall Capital Management
Maryland
$1M
BFA
802
Bragg Financial Advisors
North Carolina
$999K -$412K -7,012 -27%
FPCG
803
Forum Private Client Group
Indiana
$999K
CPO
804
Cerity Partners OCIO
New York
$996K -$49.9K -848 -4%
SWM
805
SeaCrest Wealth Management
New York
$994K +$450K +7,652 +68%
JWM
806
JFG Wealth Management
Colorado
$994K +$816K +13,880 +276%
SWA
807
Sutton Wealth Advisors
Florida
$989K -$77.4K -1,316 -7%
AFC
808
AFT Forsyth & Company
Florida
$983K
NCM
809
NCM Capital Management
New Jersey
$982K -$1.48M -25,144 -57%
FMN
810
Financial Management Network
California
$981K -$10.6K -180 -1%
CC
811
Courier Capital
New York
$980K
EPA
812
Element Pointe Advisors
Florida
$977K -$569K -9,680 -34%
BOH
813
Bank of Hawaii
Hawaii
$973K -$94.1K -1,600 -8%
JWBC
814
J.W. Burns & Co
New York
$970K -$16.9K -288 -2%
CW
815
Connectus Wealth
Ohio
$969K +$235 +4 +0%
SSWM
816
Sheets Smith Wealth Management
North Carolina
$968K
DC
817
Davenport & Co
Virginia
$964K +$23.5K +400 +2%
CCP
818
Clarkston Capital Partners
Michigan
$961K -$54.1K -920 -5%
MCM
819
Morton Capital Management
California
$959K
Chevy Chase Trust
820
Chevy Chase Trust
Maryland
$957K -$451K -7,668 -30%
FFN
821
Focus Financial Network
Minnesota
$956K +$3.29K +56 +0.3%
VNA
822
Valley National Advisers
Pennsylvania
$956K -$29.4K -500 -3%
TCBWMS
823
Texas Capital Bank Wealth Management Services
Texas
$955K -$308K -5,232 -22%
EWM
824
Evermay Wealth Management
Virginia
$954K -$102K -1,728 -9%
MYIA
825
Mount Yale Investment Advisors
Colorado
$952K +$29.9K +508 +3%

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.