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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 %
TFM
1101
TFC Financial Management
Massachusetts
$524K – – –
VF
1102
Vawter Financial
Ohio
$521K +$521K +2,431 New
RCA
1103
Resonant Capital Advisors
Wisconsin
$521K -$77.6K -362 -13%
IA
1104
Insight Advisors
Pennsylvania
$520K – – –
NCM
1105
Northwest Capital Management
Oregon
$518K +$122K +569 +31%
OWP
1106
Obermeyer Wealth Partners
Colorado
$517K – – –
MSA
1107
Marino Stram & Associates
Massachusetts
$515K +$214 +1 +0%
KWS
1108
Keystone Wealth Services
California
$514K +$85.9K +401 +20%
CCM
1109
Chilton Capital Management
Texas
$509K -$214 -1 -0%
SC
1110
Schoolcraft Capital
Colorado
$508K +$214 +1 +0%
BPFA
1111
Barnes Pettey Financial Advisors
Mississippi
$507K – – –
CWAG
1112
Compton Wealth Advisory Group
Virginia
$505K – – –
PP
1113
Prosperity Planning
Missouri
$505K – – –
AIM
1114
ARK Investment Management
Florida
$505K +$505K +2,356 New
WAM
1115
Weatherly Asset Management
California
$503K – – –
BFA
1116
Beacon Financial Advisory
Ohio
$497K +$45.8K +214 +10%
OWM
1117
Orgel Wealth Management
Wisconsin
$497K +$3.21K +15 +0.7%
ACA
1118
Atlas Capital Advisors
Wyoming
$496K – – –
BB
1119
Bell Bank
North Dakota
$496K +$17.1K +80 +4%
HAS
1120
HBW Advisory Services
California
$495K -$51K -238 -9%
SF
1121
Symphony Financial
Texas
$494K +$2.56K +12 +0.5%
HSWM
1122
Hubbell Strickland Wealth Management
Louisiana
$493K +$643 +3 +0.1%
CA
1123
CoreCap Advisors
Michigan
$492K -$18.6K -87 -4%
CGPCS
1124
Capital Group Private Client Services
California
$491K -$14.6K -68 -3%
APW
1125
Acima Private Wealth
Virginia
$490K – – –
43 44
45
46 47