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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
NPP
1101
New Potomac Partners
Maryland
$529K -$22K -400 -4%
RMC
1102
Regis Management Company
California
$526K
LNWTC
1103
Laird Norton Wetherby Trust Company
Washington
$525K
TFM
1104
TFC Financial Management
Massachusetts
$524K
VF
1105
Vawter Financial
Ohio
$521K +$535K +9,724 New
RCA
1106
Resonant Capital Advisors
Wisconsin
$521K -$79.7K -1,448 -13%
IA
1107
Insight Advisors
Pennsylvania
$520K
NCM
1108
Northwest Capital Management
Oregon
$518K +$125K +2,276 +31%
OWP
1109
Obermeyer Wealth Partners
Colorado
$517K
MSA
1110
Marino Stram & Associates
Massachusetts
$515K +$220 +4 +0%
KWS
1111
Keystone Wealth Services
California
$514K +$88.2K +1,604 +20%
CCM
1112
Chilton Capital Management
Texas
$509K -$220 -4 -0%
SC
1113
Schoolcraft Capital
Colorado
$508K +$220 +4 +0%
BPFA
1114
Barnes Pettey Financial Advisors
Mississippi
$507K
CWAG
1115
Compton Wealth Advisory Group
Virginia
$505K
PP
1116
Prosperity Planning
Missouri
$505K
AIM
1117
ARK Investment Management
Florida
$505K +$518K +9,424 New
WAM
1118
Weatherly Asset Management
California
$503K
BFA
1119
Beacon Financial Advisory
Ohio
$497K +$47.1K +856 +10%
OWM
1120
Orgel Wealth Management
Wisconsin
$497K +$3.3K +60 +0.7%
ACA
1121
Atlas Capital Advisors
Wyoming
$496K
BB
1122
Bell Bank
North Dakota
$496K +$17.6K +320 +4%
HAS
1123
HBW Advisory Services
California
$495K -$52.4K -952 -9%
SF
1124
Symphony Financial
Texas
$494K +$2.64K +48 +0.5%
HSWM
1125
Hubbell Strickland Wealth Management
Louisiana
$493K +$660 +12 +0.1%

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.