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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
OHWP
851
Oak Harbor Wealth Partners
North Carolina
$922K -$48K -800 -5%
WFA
852
WestHill Financial Advisors
California
$919K
PL
853
Plancorp LLC
Missouri
$918K -$55.7K -928 -5%
CCFM
854
Clear Creek Financial Management
Washington
$915K -$86K -1,432 -8%
LFAS
855
Level Four Advisory Services
Texas
$915K -$32.7K -544 -3%
LWANC
856
Laurel Wealth Advisors (North Carolina)
North Carolina
$914K
WT
857
Washington Trust
Rhode Island
$910K
RC
858
RegentAtlantic Capital
New Jersey
$909K -$22.3K -372 -2%
EA
859
Eudaimonia Advisors
Tennessee
$908K
AFP
860
Ausdal Financial Partners
Iowa
$907K -$27.6K -460 -3%
BBPWM
861
Blue Bell Private Wealth Management
Pennsylvania
$905K -$21.6K -360 -2%
NRI
862
NFP Retirement Inc
California
$898K
CFGS
863
Concourse Financial Group Securities
Alabama
$894K -$23.8K -396 -2%
MPW
864
MA Private Wealth
California
$893K -$299K -4,976 -24%
SCM
865
Schnieders Capital Management
California
$880K
AMG
866
Asset Management Group
Connecticut
$880K +$1.68K +28 +0.2%
WA
867
Wealthstar Advisors
Texas
$880K +$16.8K +280 +2%
VWM
868
Venturi Wealth Management
Texas
$878K -$14.2K -236 -1%
BMM
869
Buffington Mohr McNeal
Idaho
$874K
BCM
870
Brookmont Capital Management
Texas
$872K -$31K -516 -3%
ST
871
Sabal Trust
Florida
$871K +$124K +2,064 +15%
MC
872
Montag & Caldwell
Georgia
$868K +$953K +15,880 New
BHWM
873
Beaird Harris Wealth Management
Texas
$864K -$12.5K -208 -1%
TYCC
874
Texas Yale Capital Corp
Florida
$863K
FWIA
875
Fort Washington Investment Advisors
Ohio
$860K

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.