We are live on ! Find out more
IWF icon

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
NW
101
NewEdge Wealth
Pennsylvania
$42.4M -$15.3M -224,220 -27%
MAM
102
Marquette Asset Management
Minnesota
$41.9M -$664K -9,732 -2%
CAL
103
Capital Advisors Ltd
Ohio
$41.6M +$217K +3,184 +0.5%
RA
104
Rodgers & Associates
Pennsylvania
$40.9M +$871K +12,756 +2%
LOAMU
105
Lombard Odier Asset Management (USA)
New York
$40.9M -$19.4M -284,400 -33%
GL
106
Graypoint LLC
New York
$40.6M +$8.58M +125,652 +27%
FAM
107
Flaharty Asset Management
Florida
$39.5M +$2M +29,232 +5%
RFA
108
RTD Financial Advisors
Pennsylvania
$39.4M -$526K -7,700 -1%
TA
109
TruWealth Advisors
Louisiana
$39.4M +$3.74M +54,844 +11%
BSSFA
110
Baron Silver Stevens Financial Advisors
Florida
$39.2M +$573K +8,400 +2%
BC
111
Brio Consultants
California
$38.4M +$9.46M +138,564 +33%
HCC
112
Hirtle Callaghan & Co
Pennsylvania
$38.3M +$421K +6,168 +1%
FHA
113
First Horizon Advisors
Tennessee
$38.2M -$2.22M -32,528 -6%
FCBT
114
First Citizens Bank & Trust
North Carolina
$38.1M -$1.8M -26,408 -5%
NFG
115
Nadler Financial Group
Illinois
$37.8M -$964K -14,128 -3%
BWM
116
BT Wealth Management
Georgia
$37.2M +$12.5M +183,432 +52%
AI
117
Accredited Investors
Minnesota
$36.8M -$609K -8,920 -2%
HFS
118
Hantz Financial Services
Michigan
$36.8M +$2.6M +38,056 +8%
FWM
119
FSA Wealth Management
Massachusetts
$36.7M
KAS
120
Kestra Advisory Services
Texas
$36.5M -$1.13M -16,496 -3%
CPA
121
Capital Planning Advisors
California
$36.4M -$896K -13,132 -2%
AAP
122
Arax Advisory Partners
Colorado
$36.3M -$7.82M -114,500 -18%
MIM
123
MetLife Investment Management
New Jersey
$36M +$35.4M +519,200 New
ANTB
124
AMG National Trust Bank
Colorado
$35.9M +$256K +3,756 +0.7%
AWE
125
Avidian Wealth Enterprises
Texas
$35.8M +$388K +5,684 +1%

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.