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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 %
HBWM
1226
Hollow Brook Wealth Management
New York
$395K +$395K +1,846 New
PWMG
1227
Prestige Wealth Management Group
New Jersey
$394K -$24K -112 -6%
FIC
1228
Family Investment Center
Missouri
$392K +$392K +1,830 New
GAM
1229
GEM Asset Management
Michigan
$392K +$392K +1,829 New
ACI
1230
Alpha Cubed Investments
California
$391K +$52.9K +247 +16%
OIS
1231
Okabena Investment Services
Minnesota
$391K -$2.12M -9,876 -84%
OWA
1232
Opal Wealth Advisors
New York
$391K +$391K +1,823 New
OPW
1233
Oxler Private Wealth
New York
$390K +$857 +4 +0.2%
BTIM
1234
BancFirst Trust & Investment Management
Oklahoma
$390K – – –
WF
1235
Warner Financial
Maryland
$390K +$1.07K +5 +0.3%
GHA
1236
GW Henssler & Associates
Georgia
$389K -$6.43K -30 -2%
MFA
1237
Mayflower Financial Advisors
Massachusetts
$388K -$429 -2 -0.1%
TCM
1238
Twele Capital Management
Minnesota
$388K +$388K +1,811 New
CF
1239
Centaurus Financial
California
$387K -$16.5K -77 -4%
KWMG
1240
King Wealth Management Group
Florida
$387K – – –
MCCP
1241
Mission Creek Capital Partners
California
$386K -$108K -504 -22%
OGF
1242
Orin Green Financial
California
$383K – – –
PPW
1243
PACK Private Wealth
Minnesota
$383K – – –
WP
1244
WealthSource Partners
California
$382K +$171K +796 +80%
LF
1245
Lee Financial
Texas
$382K – – –
HIMC
1246
Heritage Investors Management Corp
Maryland
$378K – – –
HR
1247
Howe & Rusling
New York
$377K – – –
SCM
1248
Stonehearth Capital Management
Massachusetts
$375K -$12.4K -58 -3%
AWM
1249
Aries Wealth Management
Maine
$375K +$375K +1,749 New
SCA
1250
St. Clair Advisors
Ohio
$374K +$143K +668 +62%
48 49
50
51 52