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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
SIA
876
Soltis Investment Advisors
Utah
$855K +$218K +3,632 +30%
DI
877
DAGCO Inc
Ohio
$850K -$47.3K -788 -5%
WP
878
WMS Partners
Maryland
$846K -$49.9K -832 -5%
FFC
879
First Financial Corp
Indiana
$845K -$51.1K -852 -5%
SVCP
880
Silicon Valley Capital Partners
California
$843K +$1.68K +28 +0.2%
CHP
881
Cable Hill Partners
Oregon
$840K +$922K +15,356 New
WDG
882
Wealth Dimensions Group
Ohio
$825K +$115K +1,912 +15%
TWP
883
Total Wealth Planning
Ohio
$824K -$1.92K -32 -0.2%
PBF
884
Petix & Botte Financial
California
$823K -$903K -15,040 -50%
MW
885
MBL Wealth
North Carolina
$822K -$319K -5,320 -26%
NWM
886
NEIRG Wealth Management
Massachusetts
$821K +$720 +12 +0.1%
NFSG
887
Newbridge Financial Services Group
Florida
$818K -$7.92K -132 -0.9%
HFS
888
Heritage Financial Services
Massachusetts
$817K +$109K +1,808 +14%
LSPW
889
Lake Street Private Wealth
Illinois
$814K -$10.3K -172 -1%
HWM
890
Hemington Wealth Management
Virginia
$814K
RCA
891
Resonant Capital Advisors
Wisconsin
$812K -$35.8K -596 -4%
NAS
892
Nicolet Advisory Services
Wisconsin
$810K
ORI
893
Oak Ridge Investments
Illinois
$809K +$231K +3,856 +35%
NG
894
NWK Group
California
$806K +$360K +5,996 +69%
PA
895
Planning Alternatives
Michigan
$804K
CA
896
Calton & Associates
Florida
$803K -$170K -2,824 -16%
EIA
897
Edgemoor Investment Advisors
Maryland
$802K
EK
898
Evensky & Katz
Florida
$802K +$1.44K +24 +0.2%
EBT
899
Enterprise Bank & Trust
Massachusetts
$795K -$62.4K -1,040 -7%
HIP
900
HUB Investment Partners
Texas
$795K +$35.8K +596 +4%

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.