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iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

1,684 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 211 funds opening new positions, 598 increasing their positions, 550 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,684
Holders Change
+115
Holders Change %
+7.33%
% of All Funds
27.17%
Holding in Top 10
159
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.27%
% of All Funds
2.57%
New
211
Increased
598
Reduced
550
Closed
63
Calls
$115M
Puts
$93.9M
Net Calls
+$21.4M
Net Calls Change
+$53.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$683M
2
Polen Capital Management
Polen Capital Management
Florida
+$417M
3
Morgan Stanley
Morgan Stanley
New York
+$275M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$178M
5
Edgewood Management
Edgewood Management
Connecticut
+$130M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$259M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$169M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$163M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$110M
5
AWA
Arete Wealth Advisors
Illinois
-$72.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCMLT
1201
Beacon Capital Management LLC (Tennessee)
Tennessee
$417K -$129K -600 -24%
HNWA
1202
Henrickson Nauta Wealth Advisors
Michigan
$415K – – –
WMS
1203
Wealth Management Solutions
Pennsylvania
$413K -$153K -715 -27%
LG
1204
LAM Group
Oregon
$412K +$412K +1,925 New
CWM
1205
Cahill Wealth Management
Michigan
$412K -$47.4K -199 -10%
AIM
1206
Anchor Investment Management
South Carolina
$412K -$79.3K -370 -16%
YIA
1207
YHB Investment Advisors
Connecticut
$412K -$1.07K -5 -0.3%
BWA
1208
BlueSky Wealth Advisors
North Carolina
$412K +$72.4K +338 +21%
KA
1209
Klingman & Associates
New York
$411K -$10.5K -49 -2%
FFP
1210
FourThought Financial Partners
Florida
$410K +$410K +1,912 New
HWM
1211
Howard Wealth Management
Connecticut
$406K -$3.21K -15 -0.8%
Nomura Asset Management
1212
Nomura Asset Management
Japan
$405K – – –
SFP
1213
Strategic Financial Partners
Oregon
$405K +$12K +56 +3%
JAG
1214
Journey Advisory Group
Kentucky
$404K – – –
SFG
1215
SNS Financial Group
Minnesota
$404K +$55.7K +260 +16%
MGIA
1216
Matthew Goff Investment Advisor
Texas
$404K – – –
EP
1217
Edgestream Partners
New Jersey
$403K +$196K +914 +94%
MMPW
1218
Mitchell McLeod Pugh & Williams
Alabama
$403K +$403K +1,882 New
CSWG
1219
Cardinal Strategic Wealth Guidance
Kentucky
$403K -$4.5K -21 -1%
SC
1220
Steph & Co
Wisconsin
$401K – – –
WWC
1221
Waypoint Wealth Counsel
Georgia
$401K +$401K +1,871 New
BIC
1222
Beach Investment Counsel
Pennsylvania
$399K – – –
PWMAG
1223
Pinnacle Wealth Management Advisory Group
New Jersey
$399K +$428 +2 +0.1%
SWA
1224
Sightline Wealth Advisors
Connecticut
$399K +$1.29K +6 +0.3%
SW
1225
Simplicity Wealth
New Jersey
$397K +$397K +1,855 New
47 48
49
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