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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
ESCM
101
Echo Street Capital Management
New York
$35.9M +$9.38M +156,324 +31%
RA
102
Rodgers & Associates
Pennsylvania
$35M +$3.11M +51,756 +9%
UCFA
103
United Capital Financial Advisors
Texas
$34.6M +$223K +3,716 +0.6%
FHA
104
First Horizon Advisors
Tennessee
$33.7M +$3.97M +66,188 +12%
CAL
105
Capital Advisors Ltd
Ohio
$32.8M +$37.5K +624 +0.1%
NW
106
NewEdge Wealth
Pennsylvania
$32.8M -$693K -11,548 -2%
FAM
107
Flaharty Asset Management
Florida
$32.7M +$1.77M +29,560 +5%
BPA
108
Beacon Pointe Advisors
California
$32.2M -$7.19M -119,732 -17%
MAM
109
Marquette Asset Management
Minnesota
$32.1M -$972K -16,184 -3%
HFS
110
Hantz Financial Services
Michigan
$31.3M +$2.56M +42,588 +8%
BSSFA
111
Baron Silver Stevens Financial Advisors
Florida
$31M +$121K +2,012 +0.4%
RFA
112
RTD Financial Advisors
Pennsylvania
$30.9M -$164K -2,740 -0.5%
HCC
113
Hirtle Callaghan & Co
Pennsylvania
$30.3M +$193K +3,216 +0.6%
Brown Advisory
114
Brown Advisory
Maryland
$30.1M -$9.96M -165,984 -23%
NFG
115
Nadler Financial Group
Illinois
$29.9M +$84.3K +1,404 +0.3%
AI
116
Atria Investments
North Carolina
$29.7M +$19.5M +324,332 +149%
JFGIW
117
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29.5M +$7.93M +132,172 +32%
AI
118
Accredited Investors
Minnesota
$29.4M +$440K +7,324 +1%
KAS
119
Kestra Advisory Services
Texas
$29.4M +$692K +11,528 +2%
EGA
120
E&G Advisors
Texas
$29.1M -$8.01M -133,480 -20%
GL
121
Graypoint LLC
New York
$28.9M -$3.45M -57,400 -10%
LFWA
122
LBJ Family Wealth Advisors
Texas
$28.4M -$800K -13,332 -3%
NA
123
NewEdge Advisors
Louisiana
$28.3M +$1.81M +30,164 +6%
ANTB
124
AMG National Trust Bank
Colorado
$28.2M -$286K -4,756 -0.9%
BWM
125
BT Wealth Management
Georgia
$27.5M -$2M -33,300 -6%

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.