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iShares Russell 1000 Growth ETF

1,689 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 212 funds opening new positions, 599 increasing their positions, 552 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more first-time investments, than exits

New positions opened: 212 | Existing positions closed: 63

23% more call options, than puts

Call options by funds: $115M | Put options by funds: $93.9M

16% more capital invested

Capital invested by funds: $41.4B → $48.1B (+$6.71B)

7% more funds holding

Funds holding: 1,5741,689 (+115)

1% more funds holding in top 10

Funds holding in top 10: 158160 (+2)

9% more repeat investments, than reductions

Existing positions increased: 599 | Existing positions reduced: 552

0.94% more ownership

Funds ownership: 301.98%302.92% (+0.94%)

Holders
1,689
Holders Change
+115
Holders Change %
+7.31%
% of All Funds
27.15%
Holding in Top 10
160
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.27%
% of All Funds
2.57%
New
212
Increased
599
Reduced
552
Closed
63
Calls
$115M
Puts
$93.9M
Net Calls
+$21.4M
Net Calls Change
+$53.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WF
1026
Welch & Forbes
Massachusetts
$642K -$446K -8,100 -40%
BWFA
1027
Baltimore-Washington Financial Advisors
Maryland
$640K -$50.4K -916 -7%
SVCP
1028
Silicon Valley Capital Partners
California
$640K -$192K -3,496 -23%
CFA
1029
Cahill Financial Advisors
Minnesota
$638K +$7.92K +144 +1%
PCH
1030
PGIM Custom Harvest
New Jersey
$637K +$655K +11,900 New
EWA
1031
Encompass Wealth Advisors
Oregon
$635K
FMII
1032
Farmers & Merchants Investments Inc
Nebraska
$631K
9WM
1033
9258 Wealth Management
Ohio
$629K +$162K +2,944 +33%
FCFC
1034
First Commonwealth Financial Corp
Pennsylvania
$629K +$49.9K +908 +8%
CAS
1035
Coppell Advisory Solutions
Texas
$629K +$646K +11,736 New
CASC
1036
Coppell Advisory Solutions Corp
Texas
$629K +$646K +11,736 New
FCCM
1037
First City Capital Management
Georgia
$628K
OPA
1038
Old Port Advisors
Maine
$623K +$80.8K +1,468 +14%
AP
1039
Adero Partners
California
$621K -$2.42K -44 -0.4%
FPGK
1040
Financial Partners Group (Kansas)
Kansas
$619K +$2.42K +44 +0.4%
PWP
1041
Pursue Wealth Partners
California
$619K
AAS
1042
Asset Allocation Strategies
Michigan
$611K +$627K +11,392 New
RPC
1043
Rossmore Private Capital
Connecticut
$609K
CAM
1044
Carret Asset Management
New York
$607K
BBNB
1045
Baker Boyer National Bank
Washington
$602K
JEST
1046
JTC Employer Solutions Trustee
Jersey
$602K
LWA
1047
LWS Wealth Advisors
New Jersey
$601K -$17.4K -316 -3%
GA
1048
Goldstein Advisors
Wisconsin
$601K +$617K +11,220 New
B
1049
Bridgeworth
Alabama
$601K +$36.7K +668 +6%
PCS
1050
Personal CFO Solutions
New Jersey
$599K +$216K +3,924 +54%

IWF Hedge Fund Activity: Q4 2022 in Review

1,689 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q4 2022, worth a combined $48.1B — up 16% from $41.4B a quarter earlier.

Buyers outnumbered sellers: 212 funds opened new IWF positions and 63 closed out — a net gain of 149 holders — while 599 added to existing stakes and 552 trimmed.

The largest buyer was Bank of America, adding an estimated $701M. The largest seller was Nuveen, cutting an estimated $266M.

  • 1,689 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q4 2022, up from 1,574 in Q3 2022.
  • Funds reported $48.1B of iShares Russell 1000 Growth ETF stock for Q4 2022, up 16% quarter-over-quarter.
  • 212 funds opened new iShares Russell 1000 Growth ETF positions in Q4 2022 and 63 closed out, a net change of +149 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q4 2022 was Bank of America, an estimated $701M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q4 2022 was Nuveen, an estimated $266M sold.

Based on aggregated 13F filings for Q4 2022.