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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 %
CFA
1026
Cahill Financial Advisors
Minnesota
$638K +$7.71K +36 +1%
PCH
1027
PGIM Custom Harvest
New Jersey
$637K +$637K +2,975 New
EWA
1028
Encompass Wealth Advisors
Oregon
$635K – – –
FMII
1029
Farmers & Merchants Investments Inc
Nebraska
$631K – – –
9WM
1030
9258 Wealth Management
Ohio
$629K +$158K +736 +33%
FCFC
1031
First Commonwealth Financial Corp
Pennsylvania
$629K +$48.6K +227 +8%
CAS
1032
Coppell Advisory Solutions
Texas
$629K +$629K +2,934 New
CASC
1033
Coppell Advisory Solutions Corp
Texas
$629K +$629K +2,934 New
FCCM
1034
First City Capital Management
Georgia
$628K – – –
OPA
1035
Old Port Advisors
Maine
$623K +$78.6K +367 +14%
AP
1036
Adero Partners
California
$621K -$2.36K -11 -0.4%
FPGK
1037
Financial Partners Group (Kansas)
Kansas
$619K +$2.62K +11 +0.4%
PWP
1038
Pursue Wealth Partners
California
$619K – – –
AAS
1039
Asset Allocation Strategies
Michigan
$611K +$611K +2,848 New
RPC
1040
Rossmore Private Capital
Connecticut
$609K – – –
CAM
1041
Carret Asset Management
New York
$607K – – –
BBNB
1042
Baker Boyer National Bank
Washington
$602K – – –
JEST
1043
JTC Employer Solutions Trustee
Jersey
$602K – – –
LWA
1044
LWS Wealth Advisors
New Jersey
$601K -$16.9K -79 -3%
GA
1045
Goldstein Advisors
Wisconsin
$601K +$601K +2,805 New
B
1046
Bridgeworth
Alabama
$601K +$35.8K +167 +6%
PCS
1047
Personal CFO Solutions
New Jersey
$599K +$210K +981 +54%
CCA
1048
Column Capital Advisors
Indiana
$584K +$197K +919 +51%
HSG
1049
Helen Stephens Group
Texas
$584K +$1.29K +6 +0.2%
CIAS
1050
Capital Investment Advisory Services
North Carolina
$583K +$9.21K +43 +2%
40 41
42
43 44