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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
GWM
876
Geneos Wealth Management
Colorado
$836K -$162K -2,748 -15%
TYCC
877
Texas Yale Capital Corp
Florida
$830K
WA
878
Wealthstar Advisors
Texas
$824K -$19.1K -324 -2%
FSC
879
Full Sail Capital
Oklahoma
$815K +$231K +3,936 +34%
FFC
880
First Financial Corp
Indiana
$813K
SVCP
881
Silicon Valley Capital Partners
California
$812K +$1.88K +32 +0.2%
WIM
882
WealthPlan Investment Management
Nebraska
$811K +$855K +14,540 New
MAM
883
Madison Asset Management
Wisconsin
$808K -$139K -2,368 -13%
TFS
884
TrustCore Financial Services
Tennessee
$805K -$1.56M -26,444 -63%
VFPW
885
Vantage Financial Partners (Wisconsin)
Wisconsin
$804K -$151K -2,560 -14%
WDG
886
Wealth Dimensions Group
Ohio
$795K +$1.18K +20 +0.1%
EIA
887
Eldridge Investment Advisors
New Hampshire
$794K +$46.8K +796 +6%
PBF
888
Petix & Botte Financial
California
$792K
NWM
889
NEIRG Wealth Management
Massachusetts
$791K +$1.41K +24 +0.2%
PCMC
890
Private Capital Management (Colorado)
Colorado
$787K +$12.5K +212 +1%
SA
891
Shilanski & Associates
Alaska
$787K +$879K +14,956 New
HFS
892
Heritage Financial Services
Massachusetts
$786K
HWM
893
Hemington Wealth Management
Virginia
$784K
OCG
894
Opus Capital Group
Ohio
$781K -$208K -3,532 -19%
NFSG
895
Newbridge Financial Services Group
Florida
$779K -$8.94K -152 -1%
Charles Schwab
896
Charles Schwab
California
$779K +$70.6K +1,200 +9%
WIC
897
Woodmont Investment Counsel
Tennessee
$774K +$58.8K +1,000 +7%
PA
898
Planning Alternatives
Michigan
$773K
EK
899
Evensky & Katz
Florida
$773K +$2.12K +36 +0.2%
EIA
900
Edgemoor Investment Advisors
Maryland
$772K

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.