We are live on ! Find out more
IWF icon

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
SSWM
1001
Smith Salley Wealth Management
North Carolina
$564K -$1.59M -26,980 -72%
CIAS
1002
Capital Investment Advisory Services
North Carolina
$564K -$203K -3,452 -24%
OPA
1003
Old Port Advisors
Maine
$564K +$72.2K +1,228 +14%
B
1004
Bailard
California
$561K -$111K -1,880 -15%
ZF
1005
Zhang Financial
Michigan
$561K
JWCA
1006
J.W. Coons Advisors
Ohio
$557K -$70.3K -1,196 -10%
EWM
1007
Empirical Wealth Management
Washington
$557K -$15.5K -264 -2%
BCMLT
1008
Beacon Capital Management LLC (Tennessee)
Tennessee
$557K
FIM
1009
Fernwood Investment Management
Massachusetts
$556K
WMS
1010
Wealth Management Solutions
Pennsylvania
$556K +$14.1K +240 +2%
GWSG
1011
GPS Wealth Strategies Group
Colorado
$556K +$27.8K +472 +5%
AWM
1012
AAF Wealth Management
Massachusetts
$555K +$14.6K +248 +2%
B
1013
Bridgeworth
Alabama
$555K -$91.5K -1,556 -13%
GWM
1014
Gitterman Wealth Management
New Jersey
$555K
KCM
1015
Karp Capital Management
California
$555K +$83.7K +1,424 +16%
TC
1016
TAGStone Capital
North Carolina
$553K +$9.41K +160 +2%
CA
1017
CGN Advisors
Kansas
$552K +$617K +10,500 New
SAG
1018
Spotlight Asset Group
Illinois
$550K +$593K +10,092 New
CC
1019
Chicago Capital
Illinois
$549K
RIM
1020
Rockbridge Investment Management
New York
$547K
FPGK
1021
Financial Partners Group (Kansas)
Kansas
$545K +$1.18K +20 +0.2%
SRC
1022
Shufro Rose & Co
New York
$543K +$75.5K +1,284 +14%
D
1023
Diversified
Delaware
$542K +$283K +4,816 +88%
NPP
1024
New Potomac Partners
Maryland
$541K
EHC
1025
Everett Harris & Co
California
$541K +$97.1K +1,652 +19%

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.