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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
CMA
76
Cedar Mountain Advisors
Oregon
$51.5M +$958K +15,964 +2%
Principal Financial Group
77
Principal Financial Group
Iowa
$50.5M +$8.35M +139,012 +18%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$50.4M -$66.8M -1,111,948 -55%
Bank of Nova Scotia
79
Bank of Nova Scotia
Ontario, Canada
$50.1M
SGAM
80
Stephens Group Asset Management
Arkansas
$49.2M +$2.16M +36,020 +4%
BIM
81
Bridges Investment Management
Nebraska
$47.8M -$3.36M -55,996 -6%
FBFS
82
First Business Financial Services
Wisconsin
$47.6M -$23.9M -397,544 -31%
MCM
83
MAI Capital Management
Ohio
$47.2M -$355K -5,916 -0.7%
AllianceBernstein
84
AllianceBernstein
Tennessee
$47.1M +$1.83M +30,456 +4%
CAM
85
Congress Asset Management
Massachusetts
$46.6M +$22.2M +369,084 +76%
Jennison Associates
86
Jennison Associates
New York
$44.6M +$37M +616,012 +308%
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$44.4M -$858K -14,300 -2%
HSBC Holdings
88
HSBC Holdings
United Kingdom
$42.4M +$2.03M +33,796 +5%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$41.4M +$3.32M +55,244 +8%
MCM
90
MV Capital Management
Maryland
$40.6M +$1.65M +27,444 +4%
Jones Financial Companies
91
Jones Financial Companies
Missouri
$39.9M +$2.02M +33,572 +5%
SQA
92
Simon Quick Advisors
New Jersey
$39.7M +$32M +532,260 +503%
AIA
93
Alera Investment Advisors
Illinois
$39.6M -$1.07M -17,820 -2%
PFPT
94
Pinnacle Financial Partners (Tennessee)
Tennessee
$37.9M -$150K -2,496 -0.4%
Two Sigma Advisers
95
Two Sigma Advisers
New York
$37.9M +$11.2M +186,400 +37%
MGIA
96
Moneta Group Investment Advisors
Missouri
$37.2M +$17.3M +287,500 +73%
BMM
97
Berkshire Money Management
Massachusetts
$37.1M -$3.63M -60,420 -8%
TA
98
TruWealth Advisors
Louisiana
$36.8M +$6.37M +106,060 +19%
TPCW
99
TD Private Client Wealth
New York
$36.2M -$1.99M -33,148 -5%
DCP
100
DSM Capital Partners
Florida
$36.1M +$38.2M +636,616 +2,759%

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.