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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
SCM
1251
Stonehearth Capital Management
Massachusetts
$375K -$12.8K -232 -3%
AWM
1252
Aries Wealth Management
Maine
$375K +$385K +6,996 New
SCA
1253
St. Clair Advisors
Ohio
$374K +$147K +2,672 +62%
NIC
1254
Northwest Investment Counselors
Oregon
$370K -$26.8K -488 -7%
HWMA
1255
Heritage Wealth Management (Arizona)
Arizona
$368K +$189K +3,440 +100%
FPCG
1256
Fort Pitt Capital Group
Pennsylvania
$366K
ME
1257
McIlrath & Eck
Washington
$365K
HAC
1258
Harbor Advisory Corp
New Hampshire
$364K
PW
1259
Peninsula Wealth
California
$363K
CCMG
1260
Clark Capital Management Group
Pennsylvania
$363K -$16.3K -296 -4%
RT
1261
Rockland Trust
Massachusetts
$362K
RIA
1262
RPG Investment Advisory
California
$362K +$11K +200 +3%
TMWM
1263
Taylor & Morgan Wealth Management
Michigan
$359K
HFM
1264
Hartford Financial Management
Connecticut
$358K
WCFA
1265
Walkner Condon Financial Advisors
Wisconsin
$356K +$14.3K +260 +4%
HWA
1266
HCR Wealth Advisors
California
$356K
RWM
1267
Reston Wealth Management
Virginia
$355K +$1.98K +36 +0.5%
RSS
1268
Rosenblum Silverman Sutton
California
$355K +$22K +400 +6%
LFA
1269
Lauterbach Financial Advisors
Texas
$355K
BHIC
1270
Bassett Hargrove Investment Counsel
Delaware
$352K
NC
1271
NovaPoint Capital
Georgia
$350K -$10.3K -188 -3%
SIG
1272
Spinnaker Investment Group
California
$350K
FWM
1273
FFT Wealth Management
Pennsylvania
$350K
4FG
1274
4Thought Financial Group
New York
$349K +$49.3K +896 +16%
ACA
1275
Aptus Capital Advisors
Alabama
$349K +$141K +2,556 +65%

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.