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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
TIM
1076
Tortoise Investment Management
New York
$482K
CT
1077
Columbia Trust
Oregon
$482K +$93.7K +1,560 +21%
CG
1078
CFO4Life Group
Texas
$475K +$961 +16 +0.2%
KWM
1079
Kaydan Wealth Management
Michigan
$475K -$8.88K -148 -2%
MCM
1080
Mitchell Capital Management
Kansas
$474K -$39.1K -652 -7%
FWCM
1081
Ferguson Wellman Capital Management
Oregon
$474K
SEEDPG
1082
S.E.E.D. Planning Group
New York
$473K
MCC
1083
Money Concepts Capital
Florida
$472K -$1.78M -29,596 -78%
EHC
1084
Everett Harris & Co
California
$472K -$125K -2,076 -19%
AF
1085
Apexium Financial
Texas
$471K +$25.2K +420 +5%
PWM
1086
PBMares Wealth Management
Virginia
$469K
LI
1087
LMCG Investments
Massachusetts
$467K
SPP
1088
Single Point Partners
Massachusetts
$466K -$20.5M -341,124 -98%
BBNA
1089
Bremer Bank National Association
Minnesota
$466K +$5.52K +92 +1%
MWM
1090
Minot Wealth Management
Massachusetts
$464K
MCCP
1091
Mission Creek Capital Partners
California
$464K
NCM
1092
Next Capital Management
New York
$464K +$12.7K +212 +3%
ETS
1093
ESL Trust Services
New York
$464K +$60K +1,000 +13%
ODG
1094
O'Dell Group
Ohio
$463K +$142K +2,364 +39%
BA
1095
Bristlecone Advisors
Washington
$462K -$16.8K -280 -3%
JAG
1096
Journey Advisory Group
Kentucky
$462K +$40.1K +668 +10%
ST
1097
Smithfield Trust
Pennsylvania
$461K +$24K +400 +5%
HNWA
1098
Henrickson Nauta Wealth Advisors
Michigan
$459K
AIP
1099
Ahrens Investment Partners
Louisiana
$458K
MFG
1100
Merit Financial Group
Georgia
$458K +$9.61K +160 +2%

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.