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iShares Russell 1000 Growth ETF

1,660 hedge funds and large institutions have $53.2B invested in iShares Russell 1000 Growth ETF in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 512 increasing their positions, 680 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.79% more ownership

Funds ownership: 302.16%306.95% (+4.8%)

5% less funds holding

Funds holding: 1,7431,660 (-83)

10% less capital invested

Capital invested by funds: $59.2B → $53.2B (-$6.01B)

12% less funds holding in top 10

Funds holding in top 10: 203179 (-24)

25% less repeat investments, than reductions

Existing positions increased: 512 | Existing positions reduced: 680

38% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 150

69% less call options, than puts

Call options by funds: $140M | Put options by funds: $450M

Holders
1,660
Holders Change
-83
Holders Change %
-4.76%
% of All Funds
26.18%
Holding in Top 10
179
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-11.82%
% of All Funds
2.82%
New
93
Increased
512
Reduced
680
Closed
150
Calls
$140M
Puts
$450M
Net Calls
-$310M
Net Calls Change
-$54.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1201
Apella Capital
Connecticut
$466K
MCA
1202
MSH Capital Advisors
Arizona
$465K +$458K +6,704 New
TMWM
1203
Taylor & Morgan Wealth Management
Michigan
$465K
HFM
1204
Hartford Financial Management
Connecticut
$464K -$3.28K -48 -0.7%
RF
1205
Rollins Financial
Georgia
$463K -$51.3K -752 -10%
RWM
1206
Reston Wealth Management
Virginia
$463K +$546 +8 +0.1%
HWA
1207
HCR Wealth Advisors
California
$462K
TF
1208
Theory Financial
Colorado
$460K -$10.1K -148 -2%
LFA
1209
Lauterbach Financial Advisors
Texas
$459K
AT
1210
American Trust
Kentucky
$459K +$8.74K +128 +2%
SFG
1211
SNS Financial Group
Minnesota
$458K -$9.01K -132 -2%
FFS
1212
Founders Financial Securities
Maryland
$456K
BHIC
1213
Bassett Hargrove Investment Counsel
Delaware
$454K
BZWA
1214
Blue Zone Wealth Advisors
California
$453K +$445K +6,520 New
GWSG
1215
GPS Wealth Strategies Group
Colorado
$452K
FNB
1216
Farmers National Bank
Kentucky
$450K -$8.74K -128 -2%
PAS
1217
Professional Advisory Services
Florida
$450K +$159K +2,332 +56%
WJWM
1218
Williams Jones Wealth Management
New York
$449K +$54.3K +796 +14%
RP
1219
Rice Partnership
Hawaii
$448K
WMP
1220
Wealth Management Partners
Arizona
$445K
CPW
1221
Catalyst Private Wealth
California
$443K +$436K +6,384 New
KA
1222
Kovack Advisors
Florida
$442K +$72.1K +1,056 +20%
CF
1223
Centaurus Financial
California
$441K -$148K -2,172 -25%
HR
1224
Howe & Rusling
New York
$440K
WSCM
1225
Wellington Shields Capital Management
New York
$439K -$13.7K -200 -3%

IWF Hedge Fund Activity: Q1 2022 in Review

1,660 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2022, worth a combined $53.2B — down 10% from $59.2B a quarter earlier.

Sellers outnumbered buyers: 150 funds closed out of IWF and 93 opened new positions — a net loss of 57 holders — while 680 trimmed existing stakes and 512 added.

The largest buyer was Aaron Wealth Advisors, adding an estimated $1.37B. The largest seller was Bank of America, cutting an estimated $243M.

  • 1,660 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2022, down from 1,743 in Q4 2021.
  • Funds reported $53.2B of iShares Russell 1000 Growth ETF stock for Q1 2022, down 10% quarter-over-quarter.
  • 93 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2022 and 150 closed out, a net change of -57 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $1.37B added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2022 was Bank of America, an estimated $243M sold.

Based on aggregated 13F filings for Q1 2022.