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iShares Russell 1000 Growth ETF

1,574 hedge funds and large institutions have $41.4B invested in iShares Russell 1000 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 504 increasing their positions, 581 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.05% more ownership

Funds ownership: 300.92%301.98% (+1.1%)

1% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 84

3% less capital invested

Capital invested by funds: $42.8B → $41.4B (-$1.41B)

1% less funds holding

Funds holding: 1,5941,574 (-20)

3% less funds holding in top 10

Funds holding in top 10: 163158 (-5)

13% less repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 581

33% less call options, than puts

Call options by funds: $64.2M | Put options by funds: $96M

Holders
1,574
Holders Change
-20
Holders Change %
-1.25%
% of All Funds
27.11%
Holding in Top 10
158
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.07%
% of All Funds
2.72%
New
85
Increased
504
Reduced
581
Closed
84
Calls
$64.2M
Puts
$96M
Net Calls
-$31.8M
Net Calls Change
-$35.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
1201
Halbert Hargrove Global Advisors
California
$344K +$106K +1,796 +38%
BHIC
1202
Bassett Hargrove Investment Counsel
Delaware
$344K +$385K +6,548 New
SIG
1203
Spinnaker Investment Group
California
$343K -$235 -4 -0.1%
FWM
1204
FFT Wealth Management
Pennsylvania
$343K
RFA
1205
Resurgent Financial Advisors
Georgia
$343K +$44.7K +760 +13%
FAM
1206
Formidable Asset Management
Ohio
$342K -$706 -12 -0.2%
SFG
1207
SNS Financial Group
Minnesota
$342K
AT
1208
American Trust
Kentucky
$341K -$237K -4,032 -38%
1CP
1209
17 Capital Partners
Arizona
$341K +$24.5K +416 +7%
AMR
1210
Asset Management Resources
Massachusetts
$339K -$5.17K -88 -1%
BWA
1211
Bordeaux Wealth Advisors
California
$338K -$25.6K -436 -6%
PAS
1212
Professional Advisory Services
Florida
$338K
WMP
1213
Wealth Management Partners
Arizona
$338K
SWMP
1214
Signature Wealth Management Partners
New Jersey
$336K -$31.3K -532 -8%
WCFA
1215
Walkner Condon Financial Advisors
Wisconsin
$336K -$18.3K -312 -5%
DBRC
1216
D.B. Root & Company
Pennsylvania
$335K -$5.41K -92 -1%
RBC
1217
Romano Brothers & Co
Illinois
$335K +$374K +6,364 New
ACM
1218
Alcosta Capital Management
California
$334K +$323K +5,492 +645%
BWA
1219
BlueSky Wealth Advisors
North Carolina
$333K -$50.1K -852 -12%
VPIM
1220
Vanguard Personalized Indexing Management
California
$333K
ACI
1221
Alpha Cubed Investments
California
$332K -$8.94K -152 -2%
MWM
1222
Mattern Wealth Management
Kansas
$332K
SWP
1223
Strategic Wealth Partners
Ohio
$332K +$28.2K +480 +8%
RW
1224
RVW Wealth
California
$329K -$10.1K -172 -3%
CTA
1225
Colonial Trust Advisors
South Carolina
$329K

IWF Hedge Fund Activity: Q3 2022 in Review

1,574 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2022, worth a combined $41.4B — down 3.3% from $42.8B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new IWF positions and 84 closed out — a net gain of 1 holder — while 504 added to existing stakes and 581 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $630M. The largest seller was Bank of America, cutting an estimated $285M.

  • 1,574 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2022, down from 1,594 in Q2 2022.
  • Funds reported $41.4B of iShares Russell 1000 Growth ETF stock for Q3 2022, down 3.3% quarter-over-quarter.
  • 85 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2022 and 84 closed out, a net change of +1 holder.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2022 was AllianceBernstein, an estimated $630M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2022 was Bank of America, an estimated $285M sold.

Based on aggregated 13F filings for Q3 2022.