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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
MGIA
101
Moneta Group Investment Advisors
Missouri
$42.3M +$6.34M +115,192 +19%
CAM
102
Congress Asset Management
Massachusetts
$41.9M +$23.7M +431,268 +123%
Jones Financial Companies
103
Jones Financial Companies
Missouri
$41.8M +$3.82M +69,372 +10%
TPCW
104
TD Private Client Wealth
New York
$40.6M +$6.91M +125,668 +20%
AWE
105
Avidian Wealth Enterprises
Texas
$39.4M +$15.6M +282,888 +63%
KAS
106
Kestra Advisory Services
Texas
$38.3M +$7.37M +134,000 +23%
Thrivent Financial for Lutherans
107
Thrivent Financial for Lutherans
Minnesota
$38.3M -$5.51M -100,224 -12%
MCIA
108
Mountain Capital Investment Advisors
Colorado
$37.8M +$38.2M +695,100 New
BPA
109
Beacon Pointe Advisors
California
$37.4M +$3.63M +66,008 +10%
PFO
110
Pathstone Family Office
New Jersey
$37.1M +$35.2M +639,088 +544%
RA
111
Rodgers & Associates
Pennsylvania
$35.5M -$2.42K -44 -0%
PFPT
112
Pinnacle Financial Partners (Tennessee)
Tennessee
$34.8M -$408K -7,416 -1%
FWM
113
FSA Wealth Management
Massachusetts
$34.8M +$4.8M +87,252 +16%
AWP
114
Ascent Wealth Partners
New York
$34.7M +$335K +6,084 +0.9%
MIM
115
MetLife Investment Management
New Jersey
$34.6M +$19.4M +352,400 +120%
Jennison Associates
116
Jennison Associates
New York
$34M +$22.4M +407,452 +179%
FAM
117
Flaharty Asset Management
Florida
$33.6M +$335K +6,096 +1%
HFS
118
Hantz Financial Services
Michigan
$33.2M +$4.55M +82,628 +15%
NW
119
NewEdge Wealth
Pennsylvania
$32.8M +$1.14M +20,752 +4%
CAL
120
Capital Advisors Ltd
Ohio
$32.5M +$154K +2,792 +0.5%
TA
121
TruWealth Advisors
Louisiana
$32.3M -$5.5M -99,992 -14%
FHA
122
First Horizon Advisors
Tennessee
$32.3M +$395K +7,176 +1%
BMM
123
Berkshire Money Management
Massachusetts
$32M -$598K -10,868 -2%
EWA
124
EP Wealth Advisors
California
$31.8M +$16.8M +305,832 +106%
UCFA
125
United Capital Financial Advisors
Texas
$31.5M -$670K -12,180 -2%

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.