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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
AAP
1051
Aristotle Atlantic Partners
Florida
$515K +$566K +9,424 New
WAM
1052
Weatherly Asset Management
California
$514K
SIM
1053
Stratos Investment Management
Ohio
$511K +$720 +12 +0.1%
OWM
1054
Orgel Wealth Management
Wisconsin
$511K +$136K +2,272 +32%
LWM
1055
Liberty Wealth Management
California
$511K +$187K +3,120 +57%
SF
1056
Symphony Financial
Texas
$510K +$961 +16 +0.2%
9WM
1057
9258 Wealth Management
Ohio
$507K -$12K -200 -2%
DHFB
1058
Dixon Hubard Feinour & Brown
Virginia
$507K +$69.4K +1,156 +14%
ACA
1059
Atlas Capital Advisors
Wyoming
$507K
RJTCONH
1060
Raymond James Trust Company of New Hampshire
New Hampshire
$504K
HSWM
1061
Hubbell Strickland Wealth Management
Louisiana
$503K +$480 +8 +0.1%
ICP
1062
Interchange Capital Partners
Pennsylvania
$503K +$46.1K +768 +9%
AIM
1063
Anchor Investment Management
South Carolina
$501K -$31.2K -520 -5%
APW
1064
Acima Private Wealth
Virginia
$500K
KCM
1065
Karp Capital Management
California
$500K -$98.7K -1,644 -15%
OPA
1066
Old Port Advisors
Maine
$500K +$536K +8,936 New
AC
1067
Abbrea Capital
California
$497K
SRC
1068
Shufro Rose & Co
New York
$494K
KWM
1069
Keebeck Wealth Management
Illinois
$492K -$5.33M -88,804 -91%
PWMG
1070
Prestige Wealth Management Group
New Jersey
$490K -$36.7K -612 -6%
CCA
1071
Checchi Capital Advisers
California
$490K +$480K +8,000 New
PCM
1072
Passive Capital Management
Maryland
$487K +$195K +3,248 +57%
BFWA
1073
Benchmark Financial Wealth Advisors
Florida
$486K -$38.9K -648 -7%
HA
1074
HC Advisors
Georgia
$483K
BTIM
1075
BancFirst Trust & Investment Management
Oklahoma
$482K -$286K -4,756 -43%

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.