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iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

1,684 hedge funds and large institutions have $48.1B invested in iShares Russell 1000 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 598 increasing their positions, 550 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,684
Holders Change
+115
Holders Change %
+7.33%
% of All Funds
27.17%
Holding in Top 10
159
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.27%
% of All Funds
2.57%
New
211
Increased
598
Reduced
550
Closed
63
Calls
$115M
Puts
$93.9M
Net Calls
+$21.4M
Net Calls Change
+$53.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$683M
2
Polen Capital Management
Polen Capital Management
Florida
+$417M
3
Morgan Stanley
Morgan Stanley
New York
+$275M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$178M
5
Edgewood Management
Edgewood Management
Connecticut
+$130M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$259M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$169M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$163M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$110M
5
AWA
Arete Wealth Advisors
Illinois
-$72.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFC
851
AFT Forsyth & Company
Florida
$1M +$1.07K +5 +0.1%
CC
852
Courier Capital
New York
$1M +$3K +14 +0.3%
FIA
853
Foundations Investment Advisors
Arizona
$997K -$31.9K -149 -3%
MFG
854
Magnus Financial Group
New York
$997K -$317K -1,481 -24%
AFP
855
Ausdal Financial Partners
Iowa
$990K -$82.9K -387 -8%
CS
856
Credit Suisse
Switzerland
$987K -$8.27M -38,609 -89%
AA
857
Addison Advisors
Vermont
$984K -$244K -1,140 -20%
IA
858
IFG Advisors
Missouri
$983K +$568K +2,653 +137%
AWM
859
Accurate Wealth Management
Florida
$982K +$771K +3,541 +365%
VCP
860
Verus Capital Partners
Arizona
$982K +$11.8K +55 +1%
VNA
861
Valley National Advisers
Pennsylvania
$980K – – –
SSWM
862
Sheets Smith Wealth Management
North Carolina
$979K -$6.43K -30 -0.7%
CCP
863
Clarkston Capital Partners
Michigan
$979K – – –
ORI
864
Oak Ridge Investments
Illinois
$979K -$53.1K -248 -5%
DC
865
Davenport & Co
Virginia
$975K -$6.64K -31 -0.7%
Chevy Chase Trust
866
Chevy Chase Trust
Maryland
$974K – – –
JWBC
867
J.W. Burns & Co
New York
$974K -$12.9K -60 -1%
TCBWMS
868
Texas Capital Bank Wealth Management Services
Texas
$972K – – –
CWM
869
Castle Wealth Management
Florida
$972K +$40.9K +191 +4%
MWM
870
Merriman Wealth Management
Washington
$971K +$251K +1,170 +35%
EWM
871
Evermay Wealth Management
Virginia
$971K – – –
HCM
872
HMS Capital Management
Tennessee
$971K -$2.1M -9,780 -68%
B
873
Bensler
Washington
$965K -$226K -1,055 -19%
ECM
874
Evergreen Capital Management
Washington
$960K – – –
EIA
875
Edgemoor Investment Advisors
Maryland
$959K +$173K +807 +22%
33 34
35
36 37