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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
WDL
1201
Well Done LLC
Michigan
$419K -$170K -3,096 -28%
TWA
1202
TCI Wealth Advisors
Arizona
$418K -$440 -8 -0.1%
M
1203
MOTCO
Texas
$417K
BCMLT
1204
Beacon Capital Management LLC (Tennessee)
Tennessee
$417K -$132K -2,400 -24%
HNWA
1205
Henrickson Nauta Wealth Advisors
Michigan
$415K
WMS
1206
Wealth Management Solutions
Pennsylvania
$413K -$157K -2,860 -27%
LG
1207
LAM Group
Oregon
$412K +$424K +7,700 New
CWM
1208
Cahill Wealth Management
Michigan
$412K -$43.8K -796 -10%
AIM
1209
Anchor Investment Management
South Carolina
$412K -$81.4K -1,480 -16%
YIA
1210
YHB Investment Advisors
Connecticut
$412K -$1.1K -20 -0.3%
BWA
1211
BlueSky Wealth Advisors
North Carolina
$412K +$74.4K +1,352 +21%
KA
1212
Klingman & Associates
New York
$411K -$10.8K -196 -2%
FFP
1213
FourThought Financial Partners
Florida
$410K +$421K +7,648 New
HWM
1214
Howard Wealth Management
Connecticut
$406K -$3.3K -60 -0.8%
Nomura Asset Management
1215
Nomura Asset Management
Japan
$405K
SFP
1216
Strategic Financial Partners
Oregon
$405K +$12.3K +224 +3%
JAG
1217
Journey Advisory Group
Kentucky
$404K
SFG
1218
SNS Financial Group
Minnesota
$404K +$57.2K +1,040 +16%
MGIA
1219
Matthew Goff Investment Advisor
Texas
$404K
EP
1220
Edgestream Partners
New Jersey
$403K +$201K +3,656 +94%
MMPW
1221
Mitchell McLeod Pugh & Williams
Alabama
$403K +$414K +7,528 New
CSWG
1222
Cardinal Strategic Wealth Guidance
Kentucky
$403K -$4.62K -84 -1%
SC
1223
Steph & Co
Wisconsin
$401K
WWC
1224
Waypoint Wealth Counsel
Georgia
$401K +$412K +7,484 New
BIC
1225
Beach Investment Counsel
Pennsylvania
$399K

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.