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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 %
MPW
926
MA Private Wealth
California
$861K – – –
VWM
927
Venturi Wealth Management
Texas
$861K +$113K +527 +15%
D
928
Diversified
Delaware
$858K +$306K +1,426 +55%
LWANC
929
Laurel Wealth Advisors (North Carolina)
North Carolina
$853K -$42.8K -200 -5%
AWM
930
Angeles Wealth Management
California
$852K +$233K +1,089 +38%
WP
931
WMS Partners
Maryland
$849K -$24.6K -115 -3%
BCM
932
Brookmont Capital Management
Texas
$847K -$4.93K -23 -0.6%
NG
933
NWK Group
California
$843K +$64.3K +300 +8%
TYCC
934
Texas Yale Capital Corp
Florida
$841K -$4.93K -23 -0.6%
NRI
935
NFP Retirement Inc
California
$837K -$42.8K -200 -5%
Charles Schwab
936
Charles Schwab
California
$836K +$42.8K +200 +5%
VF
937
VitalStone Financial
Texas
$833K +$833K +3,897 New
FFC
938
First Financial Corp
Indiana
$828K – – –
PA
939
Planning Alternatives
Michigan
$826K +$38.6K +180 +5%
BA
940
Ballast Advisors
Minnesota
$824K +$65.8K +307 +9%
WA
941
Wealthstar Advisors
Texas
$823K -$19.1K -89 -2%
MAM
942
Madison Asset Management
Wisconsin
$823K – – –
PIFP
943
Partners in Financial Planning
Virginia
$823K – – –
CD
944
Chapin Davis
Maryland
$820K +$820K +3,829 New
BFWA
945
Benchmark Financial Wealth Advisors
Florida
$819K -$142K -661 -15%
ESB
946
Essex Savings Bank
Connecticut
$817K +$237K +1,106 +41%
WP
947
WealthPLAN Partners
Nebraska
$813K +$813K +3,400 New
WIM
948
WealthPlan Investment Management
Nebraska
$810K -$56K -235 -6%
EP
949
Eudaimonia Partners
Tennessee
$809K +$562K +2,625 +228%
HFS
950
Heritage Financial Services
Massachusetts
$801K – – –
36 37
38
39 40