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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
PWP
1201
Principle Wealth Partners
Connecticut
$366K +$32.2K +536 +9%
RIA
1202
RPG Investment Advisory
California
$365K +$84.3K +1,404 +27%
HWA
1203
HCR Wealth Advisors
California
$364K
FP
1204
Financial Perspectives
Minnesota
$364K +$333K +5,552 +505%
FPCG
1205
Fort Pitt Capital Group
Pennsylvania
$363K +$128K +2,140 +48%
LFA
1206
Lauterbach Financial Advisors
Texas
$362K
RWM
1207
Reston Wealth Management
Virginia
$361K -$4.56K -76 -1%
SIG
1208
Spinnaker Investment Group
California
$358K -$5.76K -96 -1%
AMR
1209
Asset Management Resources
Massachusetts
$357K -$27.4K -456 -7%
FWM
1210
FFT Wealth Management
Pennsylvania
$357K +$78.5K +1,308 +25%
LFG
1211
Larson Financial Group
Missouri
$356K -$48.5K -808 -11%
SFG
1212
SNS Financial Group
Minnesota
$356K -$6K -100 -2%
KA
1213
Kovack Advisors
Florida
$356K +$8.16K +136 +2%
AA
1214
Aire Advisors
California
$354K -$170K -2,840 -31%
ACI
1215
Alpha Cubed Investments
California
$354K -$29.8K -496 -7%
DBRC
1216
D.B. Root & Company
Pennsylvania
$353K -$25.9K -432 -6%
PAS
1217
Professional Advisory Services
Florida
$352K -$3.36K -56 -0.9%
RW
1218
RVW Wealth
California
$351K +$10.3K +172 +3%
WMP
1219
Wealth Management Partners
Arizona
$350K
AWM
1220
Activest Wealth Management
Florida
$347K +$19.7K +328 +5%
VPIM
1221
Vanguard Personalized Indexing Management
California
$346K -$89.3K -1,488 -19%
ACP
1222
Aviance Capital Partners
Florida
$346K +$379K +6,320 New
MWM
1223
Mattern Wealth Management
Kansas
$345K
FAM
1224
Formidable Asset Management
Ohio
$343K
CTA
1225
Colonial Trust Advisors
South Carolina
$342K

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.