We are live on ! Find out more
IWF icon

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
VCP
826
Verus Capital Partners
Arizona
$952K +$456K +7,752 +75%
BTWM
827
Baker Tilly Wealth Management
Wisconsin
$950K +$470 +8 +0%
LFAS
828
Level Four Advisory Services
Texas
$949K +$77.4K +1,316 +8%
BFWA
829
Benchmark Financial Wealth Advisors
Florida
$944K +$532K +9,048 +102%
ECM
830
Evergreen Capital Management
Washington
$943K -$12.5K -212 -1%
IB
831
Intrust Bank
Kansas
$935K -$20K -340 -2%
SWM
832
SFG Wealth Management
Maryland
$935K -$2.12K -36 -0.2%
CPFP
833
Clear Perspectives Financial Planning
Ohio
$934K -$136K -2,312 -12%
VAS
834
Vestmark Advisory Solutions
Massachusetts
$934K +$481K +8,188 +86%
WCP
835
Wick Capital Partners
Pennsylvania
$926K -$33.9K -576 -3%
GC
836
GFG Capital
Florida
$923K -$1.61M -27,324 -61%
TAM
837
Tocqueville Asset Management
New York
$920K
MW
838
Marcum Wealth
Ohio
$915K -$236K -4,008 -19%
BFA
839
Brown Financial Advisory
Alabama
$915K -$16.7K -284 -2%
VWM
840
Vigilare Wealth Management
Arizona
$915K +$1.02M +17,392 New
CWM
841
Castle Wealth Management
Florida
$914K -$19.3K -328 -2%
KCM
842
Kanawha Capital Management
Virginia
$902K -$5.88K -100 -0.6%
BBPWM
843
Blue Bell Private Wealth Management
Pennsylvania
$902K +$34.3K +584 +4%
SWM
844
Stockman Wealth Management
Montana
$900K -$92.7K -1,576 -8%
OCM
845
Orser Capital Management
Texas
$900K -$7.06K -120 -0.7%
CCFM
846
Clear Creek Financial Management
Washington
$895K +$16.7K +284 +2%
FHB
847
First Hawaiian Bank
Hawaii
$891K -$12K -204 -1%
PFGIA
848
Patriot Financial Group Insurance Agency
Massachusetts
$887K -$27.3K -464 -3%
MPW
849
MA Private Wealth
California
$887K
OHWP
850
Oak Harbor Wealth Partners
North Carolina
$887K

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.