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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
GWM
826
Geneos Wealth Management
Colorado
$1.29M -$11.3M -165,568 -90%
CC
827
Courier Capital
New York
$1.28M +$10.6K +156 +0.8%
SWM
828
SFG Wealth Management
Maryland
$1.27M -$87.7K -1,284 -7%
Massachusetts Financial Services
829
Massachusetts Financial Services
Massachusetts
$1.27M -$979K -14,344 -44%
SC
830
SouthState Corp
Florida
$1.26M -$3.82K -56 -0.3%
CCFM
831
Clear Creek Financial Management
Washington
$1.26M -$217K -3,180 -15%
HCM
832
HMS Capital Management
Tennessee
$1.26M
SIC
833
Samalin Investment Counsel
New York
$1.25M +$389K +5,704 +46%
FFN
834
Focus Financial Network
Minnesota
$1.25M +$558K +8,172 +83%
DC
835
Davenport & Co
Virginia
$1.25M -$13.7K -200 -1%
KCM
836
Kanawha Capital Management
Virginia
$1.25M -$34.1K -500 -3%
VNA
837
Valley National Advisers
Pennsylvania
$1.24M +$1.09K +16 +0.1%
KPW
838
Kore Private Wealth
New York
$1.24M +$871K +12,752 +253%
MAM
839
Madison Asset Management
Wisconsin
$1.23M +$5.19K +76 +0.4%
PL
840
Plancorp LLC
Missouri
$1.23M +$342K +5,008 +39%
BFA
841
Brown Financial Advisory
Alabama
$1.23M -$289K -4,240 -19%
OHWP
842
Oak Harbor Wealth Partners
North Carolina
$1.23M -$54.6K -800 -4%
PFG
843
Pacific Financial Group
Washington
$1.23M
TAM
844
Tocqueville Asset Management
New York
$1.22M -$177K -2,600 -13%
MYIA
845
Mount Yale Investment Advisors
Colorado
$1.22M +$52.7K +772 +5%
CA
846
Calton & Associates
Florida
$1.22M -$321K -4,696 -21%
JG
847
Jefferies Group
New York
$1.2M -$445K -6,512 -27%
LFAS
848
Level Four Advisory Services
Texas
$1.2M -$232K -3,400 -16%
ACM
849
Alamar Capital Management
California
$1.2M +$502K +7,348 +74%
GGS
850
Galvin Gaustad & Stein
Arizona
$1.19M -$1.11M -16,200 -49%

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.