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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
FIM
1001
Fernwood Investment Management
Massachusetts
$578K
GWM
1002
Gitterman Wealth Management
New Jersey
$577K +$36.7K +612 +6%
AT
1003
American Trust
Kentucky
$575K +$234K +3,904 +59%
TC
1004
Titleist Capital
Texas
$572K -$767K -12,772 -55%
CC
1005
Chicago Capital
Illinois
$571K +$2.64K +44 +0.4%
SI
1006
Saxon Interests
Texas
$570K +$248K +4,136 +66%
PWAC
1007
Private Wealth Advisors (California)
California
$569K
RIM
1008
Rockbridge Investment Management
New York
$568K
TC
1009
TAGStone Capital
North Carolina
$566K +$1.2K +20 +0.2%
WMS
1010
Wealth Management Solutions
Pennsylvania
$565K -$19.9K -332 -3%
FPGK
1011
Financial Partners Group (Kansas)
Kansas
$565K -$11.5K -192 -2%
AWM
1012
AAF Wealth Management
Massachusetts
$563K +$720 +12 +0.1%
NPP
1013
New Potomac Partners
Maryland
$562K
CPW
1014
Catalyst Private Wealth
California
$562K +$234K +3,900 +61%
RIG
1015
RiverFront Investment Group
Virginia
$561K
KPW
1016
Kore Private Wealth
New York
$556K -$458K -7,636 -43%
RMCM
1017
Reynders McVeigh Capital Management
Massachusetts
$555K -$29.1K -484 -5%
PP
1018
Prosperity Planning
Missouri
$554K
HAS
1019
HBW Advisory Services
California
$554K +$35.8K +596 +6%
IFG
1020
Independent Financial Group
California
$553K +$200K +3,332 +49%
MCA
1021
MSH Capital Advisors
Arizona
$553K +$205K +3,408 +51%
JPG
1022
Jordan Park Group
California
$552K -$1.07M -17,788 -64%
RW
1023
REDW Wealth
New Mexico
$552K -$9.13K -152 -1%
GWSG
1024
GPS Wealth Strategies Group
Colorado
$552K +$215K +3,580 +55%
WA
1025
Wealth Architects
California
$551K -$26.2K -436 -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.